Enter pre-qualifications and applications in the Loan Origination system
Evaluate loan options with the Loan Consultant that adhere to product and credit guidelines
Identify loan adjustments and execute change of circumstance in the loan origination system
Assure all components to the file are ordered, copied and included in the loan package prior to processing
Work with customers to set expectations including but not limited to rate inquires, appointments, loan status and other information deemed necessary
Confirm and attend appointments and review with customer all documents needed at time of application to ensure efficiency
Serve as a liaison between Loan Consultant, Fulfillment and Sales Support
Assisting in other areas as needed

High school diploma or equivalent
Minimum one-year customer service, mortgage processing or loan originations experience
Broad understanding of residential mortgage loans
Proven computer skills with knowledge of windows based applications
Knowledge of federal lending regulations governing residential real estate lending
Strong written and verbal communications skills
Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired
Ability to learn and apply knowledge of conventional, government, portfolio guidelines and the computer loan application system
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)

Mortgage Virtual Sales Assistant, Bilingual

Key skills