TruWest Credit Union

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Mortgage Loan Officer Assistant

at TruWest Credit Union

Posted: 1/31/2020
Job Reference #: 19-0091

Job Description

Requisition Number

Post Date

Mortgage Loan Officer Assistant



Summary of Responsibilities:

In compliance with policies, procedures, and regulations, the LO Assistant will work closely with assigned loan officer(s) to assist and ensure the timely submission of complete loan application files for underwriting review and/or for submission to the loan processing team. Proactively coordinates and communicates with the borrower, the referral partner and other mortgage departments, to ensure a smooth loan application process for the member and ultimately produces a high quality loan submission file for the mortgage departments, and excellent member experience. Attend offsite client marketing meetings with LOs, promote TruWest’s brand with all third party referral partners, maintain a high level of customer service for both external and internal customers, and other activities to assist the Loan Officer in the loan origination process.

Essential Duties and Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.

Lead to Processing:

* Assist loan officer in pre-qualifying the borrower by assisting the LO during the loan application process, requesting a document needs list, following up on missing items from borrower to complete loan application
* Excellent monitoring and tracking skills related to the mortgage pipeline
* Manage pipeline to meet all contract deadlines
* Review income docs and calculate income
* Run and review AUS findings, as needed
* Meet with borrowers to review documentation and/or sign loan disclosures
* Update third-party referral partners and borrowers at every milestone of the loan application
* Request documentation from the borrower related to Underwriting conditions
* Perform other duties as assigned

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, walk, bend and regularly lift objects of up to 15 lbs.; use hands to handle or feel objects, tools, or controls; reach with hands and arms above shoulder height and below the waist; and talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision, the ability to adjust focus; and the ability to utilize computers and focus on computer monitors for extended periods of time.


Education: High School Diploma or GED is required. NMLS license needed.

Experience: 3 to 5 years of lending experience, preferably working loan processing, borrower communication, and guideline knowledge. Prior sales experience a plus.

Knowledge and Skills:
* Extremely organized and detail oriented, ability to multi-task and prioritize
* Ability to work in a fast-paced environment
* Must have good phone skills and have ability to communicate effectively with clients
* Great customer service skills
* Demonstrate critical thinking skills
* Self-starter with a high sense of urgency and the ability to create urgency in others
* Works well with a team and independently
* Strong typing skills and math skills
* Conduct and appearance should be professional and confident as this position may provide reporting in person to upper level management or provide training to non-profit organizations in a professional setting
* Ability to analyze a credit report and income documentation
* Intermediate knowledge of Microsoft Office software products, especially MS Excel

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!