Loan Officer Assistant

Location: In person or remote OK. Must be in the Central Standard Time Zone (no exceptions)

ACTIVE NMLS# IS REQUIRED

About Gershman Mortgage

Communities, families, and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty, integrity, the entrepreneurial spirit, and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our customers. We are a customer-centric company devoted to creating and maintaining long-lasting relationships.

Position Summary

As a critical team member, you'll be a supporting force for our Loan Officers. You'll get to be a part of everything from initial communications, preparing essential updates and information to borrowers, coordinating milestones tasks, and more. Your dedication and support will contribute to an exceptional experience for borrowers.

Essential Loan Officer Assistant Functions:

Loan File Life Cycle: Once the loan officer has reviewed the loan application, you will complete various initial support tasks on the front-end processing side with routine precision. While you work in tandem with the loan processor, you will be responsible for logging the progression of the loan file, respective to your responsibilities, to all appropriate team members and providing critical updates and necessary communication touch-points.

Expert Communication: You will serve as an ongoing point of contact for borrowers, helping them collect information and complete any necessary documents throughout the loan process. Your expertise in collaborating seamlessly with the loan officer by executing a standard process customized for each borrower is a key function of the role. You will also update the loan officer, processor, and operational colleagues regularly at predesignated intervals.

CRM Support: You may assist the Loan Officer by streamlining interactions with borrowers and prospects, automating tasks, tracking leads, creating templated communications, and ultimately supporting the growth of their origination business.

Systems Support: You will monitor and accurately organize loan pipeline information, follow all Encompass Loan Origination system compliance regulations, maintain confidentiality measures, and follow all SOPs correctly. You will also utilize other systems like Optimal Blue to complete loan administration tasks.

A Culture of Excellence: You embrace a dynamic, collaborative environment where passion, creativity, and teamwork fuel your success.

Experience Desired:

A proactive communicator, continually expanding creative ways to support others.

A productivity powerhouse fueled by self-motivation and attention to detail.

A lifelong learner, constantly honing your skills and staying ahead of the curve.

BA/BS or 2+ years of loan officer support experience, ideally in retail residential mortgages.

Active NMLS# required.

You believe in the power of homeownership to transform lives.

Join an organization where your talent can shine!

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands

An employee must meet the physical demands described here to perform the essential functions of this job successfully. No or minimal physical effort is required. No or minimal exposure to physical risk. Work is generally performed in a typical office work environment.

EEO Statement

Gershman Mortgage is an Equal Opportunity employer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.