Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6\-7\-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending \- a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%\-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. Join our dynamic Bellevue team as a Loan Officer Assistant and play a vital role in supporting the loan origination process! In this energetic position, you will work closely with loan officers to facilitate smooth loan transactions, ensure compliance with industry regulations, and deliver exceptional customer service. Your proactive approach and attention to detail will help clients achieve their financial goals while maintaining the highest standards of accuracy and professionalism. This is a hybrid role requiring working from the office location as well as will allowing for some work from home days per week too. \
- Performs confidential administrative functions including but not limited to organizing confidential files, performing data entry and maintaining accurate records.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Obtain and compile copies of loan applicants' credit histories and other financial information.
- Review and update credit and loan files.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Provides customer service to internal and external clients as needed.
- Build strong relationships with all levels of the company, departments, and consumers.
- Answers and respond to emails and requests in a timely, professional and efficient manner.
- Processes and responds to all incoming communications, including phone calls, email, correspondence, mail, memos, and faxes; responds independently when possible.
- Escalates issues to manager as necessary.
- Enter and upload all required information and documents into our loan origination software.
- Make detailed notes in conversation log for underwriter to review.
- Compute payment schedules.
- Submit applications to Loan Officer for verification and recommendation.
- Handle customer complaints and take appropriate action to resolve them.
- Work with customers to identify their financial goals and to find ways of reaching those goals.
- Contact all parties explaining status, estimated time frames, and what is needed to complete the loan process. Maintain regular contact throughout the loan process.
- Order appraisal.
- Make sure closing is scheduled and all parties are informed.
- Communicate with customers on final figures.
- Maintain marketing and print materials for Loan Officer through databases and social media
- Look for event opportunities for the Loan Officer.
- Meet with Loan Officer weekly.
- Complete projected closings report to Loan Officer and manager.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Other duties assigned by management.
- Excellent time management and multitasking skills.
- Ability to maintain the highest level of confidentiality.
- Reliable, punctual, and commitment to high standards and ethical conduct in the workplace.
- Strong analysis skills to quickly solve complex issues and implement appropriate solutions based on knowledge of job, agency guidelines, and company procedures.
- Works well independently and on a team to be collaborative and supportive.
- Excellent communication skills include written and verbal; ability to present ideas clearly and concisely.
- Crucial time management and organizational skills to meet deadlines and manage workload with accuracy and efficiency.
- Detail Oriented
- Highly adaptable to overcome competing demands, frequent changes, and shifting priorities
- Dependability \- consistently available during scheduled hours, follows instructions, deliver quality work, take accountability.
- Strong computer skills \- including all Microsoft Office software programs and industry specific computer software.
- Ability to work extended hours including nights, weekends, holidays.
- Ability to work in a fast\-paced environment.
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Opportunities for advancement
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
- Wellness program
- Work from home
- mortgage : 2 years (Preferred)