Loan Officer Assistant - Port Townsend, WA
About the Team
We are a team of seasoned mortgage professionals in Port Townsend, WA. Our passion is helping families accomplish their dream of owning a home. We operate in a relaxed yet professional environment and embrace a culture that promotes learning, collaboration, and excellence. We are honored to be one of the top mortgage teams in the region.
Position Summary
The Loan Officer Assistant is the engine behind the scenes, helping loan officers manage their pipeline of customers. They handle all internal procedures to help customers own homes. They order credit reports, review loan applications and customer paperwork, analyze mortgage lending guidelines, and create loan estimates for customers. The Loan Officer Assistant makes sure every file is moving forward on time and with care.
The Loan Officer Assistant should have a a Mortgage Loan Originator's license or the ability to obtain a license within the first several weeks of employment.
Essential Abilities
This person must be smart, curious, and committed. In a few years, they will become well versed in our team's processes and procedures, business strategies, specialized software and technical resources, industry guidelines, federal mortgage law, factors driving mortgage interest rates, and more!
The Loan Officer Assistant should thrive in a dynamic work environment. No two customers are the same and no two days are alike. The industry is constantly evolving. Guidelines are updated. New products are introduced. And our processes and procedures are tweaked to be more effective and more efficient. A passion for learning is essential in this role.
The successful Loan Officer Assistant should have excellent communication skills. This person will regularly correspond with customers, teammates, and referral partners via text, phone, email, and/or video. They will need to master the art of patiently and politely instilling urgency. Solid grammar and spelling should be used to communicate succinctly and effectively.
Outstanding technical skills are a must! We spend most of the day in front of a computer. While this person may not have experience with the exact databases and systems we use (most are specific to the mortgage industry), they should be comfortable entering information into a database, using common Windows applications, navigating the Internet and social media, and learning new systems and programs.
This person will need to be organized and detail oriented as they monitor dozens of files - all at different stages in the loan process - to make sure customer needs are addressed immediately, paperwork is signed promptly, and closing dates are met. The ability to prioritize and juggle multiple deadlines is essential.
Most importantly, this person will need to fit in with our office and team culture. We laugh. We yell. We curse like sailors. We love dogs. We're irreverent. And we're fun. We're also serious about our careers and about providing the best possible experience for our customers and referral partners. We keep it professional, even when we're not at work. We are aware that we represent our team and out company in our community. We live big. We love what we do. We work hard and play hard. We celebrate with grace and gratitude.
Desired Skills
- Current MLO license and/or experience in real estate, mortgage, title, or escrow a huge plus.
- This person should type decently fast (and accurately).
- This person should have reasonably good math skills. We certainly don't solve complex equations or do long division on a daily basis. We have spreadsheets and calculators for that. But this person should have a firm grasp of basic mathematical functions including fractions, decimals, multiplication, and division.
- The ability to function independently. Specific tasks will need to be accomplished daily, weekly, monthly, and quarterly. This person should be able to get to work on time and complete tasks within deadlines and without reminders.
- This is a full-time, 40-hour per week job with plenty of PTO and flexible hours, but our workload isn't always predictable. When there's work to do, we need someone who can lean in and save the early dismissal days for the slow season. Occasionally there may be chances to help outside the typical nine to five, like a weekend homebuyer class or an evening business mixer. It's not required, but we'd love a teammate curious enough to jump in.
Benefits & Perks
We've done the heavy lifting! We've got a rock-solid process and a history of providing amazing customer service. We have the technology and resources in place to capture customer information, keep in touch, and deliver an efficient, polished experience.
We'd love a Loan Officer Assistant to work from our gorgeous, waterfront office in Port Townsend. But a remote position will be considered for the right candidate.
This is a career opportunity with a clear path for growth. This person will be learning skills that can position them for a lifelong career in the mortgage industry - a career that pays living wage jobs, can be done nearly anywhere in the world, and does not require a college degree.
Compensation package will include an hourly rate plus bonuses. Bonuses will increase as this person learns the industry and accepts more responsibility. Benefits package includes medical, dental, vision, 401(k), life insurance, paid vacation/holidays, and more.
Please submit a cover letter and resume in .doc or .pdf format to contact@emilycaryl.com
We are an Equal Opportunity Employer.