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Primary Residential Mortgage

Loan Officer Assistant/Processor

Primary Residential Mortgage, Alexandria, Louisiana, United States, 71302

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Loan Officer Assistant The purpose of this position is to assist the loan officer and processor with the workflow on each transaction, including chasing documents, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.

Responsibilities

Assists the processor with Loan Status Gram email/fax to all pertinent loan parties

Attends processor meetings with management to report the progress of each loan projected to fund in the given month

Assists Loan Officer with scheduling pre‑qualification and application appointments

Assists Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers

Assists Loan Officer with post‑closing markets

Assists Loan officer with inputting loans into databases

Qualifications

Basic reading, writing, and arithmetic skills

Strong attention to detail

Excellent customer service skills

Strong communication skills, both written and oral

Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions

Ability to multi‑task

Knowledge of Microsoft Excel and Microsoft Word

Familiarity with accounting terms and procedures (e.g., debits, credits, general ledgers, etc.)

Preferences

Knowledge of Microsoft Office and telephone protocol

Ability to type 50 wpm

Reporting skills, administrative writing skills, process management, organization, analysis, professionalism, problem solving, supply management, inventory control

Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment requires compliance with all applicable mortgage and fair lending laws and regulations as well as company policies. The ability to work extended hours may be required.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

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