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Assistant

Company: Ignite Human Capital
Location: Kirkland
Posted on: May 3, 2021

Job Description:

  • Setting appointments with prospective and new applicants.
  • Set and confirm appointments for originator and manage calendar.
  • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.)
  • Assist the originator with obtaining an accurate and thorough 1003.
  • Analyze customers credit and financial scenario and determining appropriate loan product(s).r
  • Run AUS findings and prepare the Initial Fee Worksheet.
  • Pull and prep web applications and other duties
  • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
  • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
  • Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:

  • Monitor key dates related to loan transactions and respond accordingly.
  • Send loan forms, disclosures agreements, and other supporting documentation to customers.
  • Manage assigned originator's database; tracking active loan(s) and entering data as needed.
  • Provide support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer.
  • Provide any necessary assistance through production and underwriting process.
  • Answer customer inquiries related to active loan, and/or loan application status.

Additional common duties:

  • Quoting rates and making commitments regarding locking to customer.
  • Maintain referral source relationships through quick response time and excellent custom service.
  • Prepare and send thank you cards to referral sources and new clients.
  • Collect supporting documentation from customer, gathering necessary documentation for pre-approval.
  • Act as a point of contact for the customer and referral source, keeping them informed throughout the process.
  • Discuss product features with customer.
  • Perform other duties as assigned.

Qualifications

  • High School Diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
  • Ability to manage multiple priorities; strong detail orientation and highly organized.
  • Works with a strong sense of urgency and responsiveness.
  • Passionate about delivering excellence in customer service.
  • Demonstrated patience and professionalism when interacting with team members, visitors, and clientel.
  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
  • Strong verbal and written communication skills.
  • Ethical, with a commitment to company values.

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Keywords: Ignite Human Capital, Kirkland , Assistant, Other , Kirkland, Washington

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