- 경험
- 2년 이상
- 샐러리
- —
- 채용 공고
- 1
- 게시됨
- 1시간 전
- 작업 모드
- 사무실에서
- 재개하다
- 신청 시 필수 사항
당신이 일하게 될 곳
직무 설명
About Truehold Financial
Truehold is a national real estate investment platform operating in over 15 markets with a team of more than 200 professionals. Their mortgage division, Truehold Financial, is expanding rapidly and delivers a diverse range of lending solutions.
Position Overview
The Loan Officer Assistant supports Loan Officers in managing loan pipelines, engaging with borrowers, and coordinating operations to ensure a smooth lending process. This position primarily focuses on business purpose lending such as DSCR, RTL/Fix-and-Flip, and Non-QM loans, while also assisting with consumer mortgage loans.
Key Responsibilities
- Assist Loan Officers throughout the loan process from application to funding.
- Act as primary contact for borrowers, collecting necessary documents and providing consistent updates.
- Prepare, distribute, and track all required disclosures and redisclosures.
- Review loan files to confirm all information is complete and identify any outstanding conditions.
- Deliver appraisals and property valuations to borrowers as needed.
- Maintain accurate loan records using the Loan Origination System (LOS) and Customer Relationship Management (CRM) tools.
- Detect and escalate any issues that might delay the closing process.
- Enhance borrower experience through proactive and responsive communications.
Qualities for Success
- Adept at managing a demanding and high-volume lending environment.
- Exceptional organizational skills ensuring no detail is overlooked.
- Clear and effective communication with both borrowers and internal teams.
- Ability to foresee potential challenges and prevent bottlenecks.
- A strong sense of responsibility to keep loans progressing smoothly.
Requirements
- Minimum of 2 years experience in the mortgage sector supporting Loan Officers, Processing, or Operations.
- Possession of or ability to obtain an NMLS license.
- Preferred experience with business purpose loans including DSCR, Non-QM, investor, or bank statement loans.
- Comprehensive knowledge of mortgage origination and loan documentation processes.
- Excellent organizational, customer service, and communication competencies.
- Familiarity with mortgage technology platforms such as LOS, CRM, and Microsoft Office.
- Strong multitasking capability within a fast-paced context.
Additional Preferences
- Experience with LendingPad and/or Salesforce platforms.
- Coordination experience with title, appraisal, and closing partners.
- Background in pipeline management or sales support roles.
Why Work at Truehold Financial
- Opportunity to be part of a growing company revolutionizing investor and residential lending.
- Diverse exposure to DSCR, RTL, Non-QM, and consumer mortgage products.
- Collaborative environment valuing speed, execution, and customer focus.
- Commitment to investing in technology, operations, and professional growth.
Additional Information
Final candidates may be required to undergo extra background checks, potentially including credit reports, compliant with applicable laws.