Loan Officer Assistant

Bay Equity Colorado Springs , CO 80928

Posted 3 days ago

Bay Equity is a full-service retail mortgage lending institution headquartered in Sausalito. In 2011 and 2012, San Francisco Business Times named Bay Equity among its "Top 100 Fastest-Growing Private Companies" in the Bay Area.

We are hiring a Loan Officer Assistant for our Colorado Springs office.

The Loan Officer Assistant is expected to provide sales support to the branch manager and loan officers to maintain and build client relationships.

Duties and Responsibilities:

  • Assist Loan Officers and Branch Managers with general administrative tasks related to promoting loan products to clients and referral partners

  • Assist Loan Officers and Branch Managers with obtaining loan conditions from clients and answering questions about the loan process

  • Input loan application data provided by the Loan Officer or Branch Manager into the loan origination software and/or Encompass.

  • Work with the Loan Officer to run AUS preapprovals as requested.

  • Submit lock request on behalf of Loan Officer or Branch Manager through Encompass.

  • Obtain loan rates and pricing and provide the Loan Officer or Branch Manager as requested using rate sheets or Encompass.

  • Communicate loan status with referral sources, escrow, Loan Processing, and/or Realtors as needed.

  • Prepare various client and sales communication for the Loan Officer or Branch Manager.

  • Set-up meetings with various potential referral partners

  • Help manage pipelines

  • Assist in managing broker list

Minimum Requirements:

  • High School degree or GED

  • 1+ year administrative or sales experience

  • Experience with Encompass and Excel a plus

  • Excellent verbal and written communication skills required

  • Detail and results oriented

  • Must obtain NMLS license within 60 days of employment

  • Ability to provide outstanding customer service in fast paced environment

  • Ability to multi-task and prioritize

We offer a comprehensive benefit package including; medical, dental, vision, life insurance, 401k, and paid time off. Compensation based on experience. This is a full-time position with enormous growth potential in an expanding company.


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Loan Officer Assistant

Bay Equity