Mortgage Loan Assistant

Simplify Home Loans, LLC is a Mortgage Broker Office dedicated to providing excellent customer service and a positive company culture. They are seeking a Mortgage Loan Assistant to support Loan Officers and Loan Processors, ensuring a smooth loan process from application through funding while maintaining effective communication with clients and vendors.

Responsibilities

• Follow up with prospects and leads to assist with application completion and document collection
• Help borrowers complete milestones in the loan application process
• Maintain communication with clients to ensure all required information is collected and accurately entered into the system
• Manage follow up tasks related to new loan setup, allowing Loan Officers to focus on originating new business
• Order and track all third-party services, including title, appraisal, payoff statements, and pest inspections
• Follow up with vendors to ensure timely delivery of ordered items
• Maintain detailed loan file notes and ensure all order-outs and documents are properly uploaded
• Support Processors by handling pre-processing tasks, allowing them to focus on clearing conditions and closing loans efficiently
• During high loan volume, focus primarily on supporting Loan Processors to move loans efficiently through funding
• During low loan volume, shift focus to assisting Loan Officers with lead follow-up, prospect outreach, and new loan setup
• Exhibit motivation, organization, and adaptability in a fast-paced environment
• Communicate professionally and effectively with borrowers, team members, and vendors
• Demonstrate a willingness to learn and grow within the mortgage industry, developing a broad understanding of both origination and processing functions

Skills

• Self-starter with strong time management and problem-solving skills
• Independent, organized, and detail-oriented
• Able to manage multiple deadlines and priorities effectively
• Eager to learn with a growth-oriented mindset
• Strong customer service and communication skills
• Honest, responsible, and able to use sound judgment
• Proficient with MS Word, Excel, Outlook, and Teams
• Ability to learn and operate loan origination systems quickly
• Encompass experience preferred

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Company Overview