Loan Officer Associate

High school diploma or equivalent
BA or BS preferred
Mortgage or banking experience (preferred)
Experience in articulating product or service features, benefits, and value
A genuine passion for going above and beyond to ensure customer satisfaction
Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities.
Proficient in using standard office software (e.g., Microsoft Office Suite)
Valid driver’s license and reliable transportation.
Bilingual in Mandarin and/or Cantonese highly preferred.

Participate in formal training programs provided by the company.
Successfully complete testing for mortgage licensing and appropriate state licensing as needed.
Update the loan application with any missing data.
Maintain notes within the Loan Origination System to ensure complete exchange of information.
Occasionally provide initial set up of the file.
Participate in builder and realtor functions to develop and maintain relationships.
Work with Division Manager and Loan Officers on local marketing campaigns.
Ensure that borrowers can easily reach out through various channels (phone, email, chat) and receive prompt responses.
Act as a primary contact between our borrowers and their Loan Officers, schedule and conduct meetings as needed, to discuss any follow-up issues or items that need to be addressed.
Assist processors and closers in procuring loan documents from borrowers and other entities as needed.
Engage and assist internal associates through various channels (phone, email, chat) and receive a prompt response.
Flexible schedule, including weekends and evenings as needed.