BKCO Mortgage, LLC
The Production Assistant position is responsible for providing assistance to their assigned Mortgage Loan Originator as they work to convert prospective clients into closed/funded loans. From calling prospective leads to set appointments, to sales assistance, loan coordination, document collection, customer service and follow through with all facets of the loan origination process to the assigned MLO, the incumbent will substantially increase the MLO productivity.
Assist the assigned MLO with all tasks related to loan production, to include setting up appointments and lead follow-up, loan application entry and origination, pricing, coordination with operations teams and follow up with customers
Provides necessary support to that loan officer to increase production levels
Review and assist processor on incoming loan applications, provide loan MLO with feedback on prospect or referral source
Organizes filing system, answers phones, photocopies documents and prepares correspondence and documents
Prepares marketing materials and may coordinate meetings, conferences and presentations. May be responsible for the preparation of specialized reports or documents
Handle correspondence for MLO's and provide backup service to customers in their absence
Assist MLO with reports, analysis and statistics to help maximize selling opportunities and funded loans
Maintain current loan and pricing information on the appropriate websites
Lead management and marketing within the CRM
Learn all applicable loan programs and processes and stay current with changes and new products.
Learn and utilize various in-house technical systems and programs to provide optimal support to their MLO
Provide administrative and sales support to MLO with all 3rd party referral sources, borrower prospects and their processor for all loans in the pipeline.
Adhere to all federal and state compliance guidelines relative to the retail mortgage lending
Maintaining and corresponding with the MLO's database ensuring accurate information is maintained
Desired Skills, Experience, or Education:
High school diploma or equivalent
2+ years as a Loan Asst, Processor or Production Asst
Minimum one year of experience in administrative support activities
Good verbal and written communication skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Excellent computer skills, especially Microsoft Office applications and CRM experience
Previous sales support experience preferred
Must be knowledgeable of FNMA/FHLMC, FHA, VA and all current mortgage loan products in the market
Must have a good working knowledge of current mortgage lending compliance and regulatory requirements
Must be eager to learn and develop mortgage sales knowledge
Must be a self-starter and self-motivated to meet job expectations and goals
Must be able to thrive in a fast-paced, multi-tasking environment
Ability to manage multiple deadlines
Possess superior customer service skills
Must be organized and responsible and able to use good judgment.
This position will be employed by BKCO Mortgage, LLC in conjunction with Oasis DEG as the HR/Payroll provider.
BKCO Mortgage, LLC is a joint-venture of Stearns Lending, LLC.