BILINGUAL LOAN OFFICER ASSTISTANT

This is an In-Office Position within our Tucson, AZ branch

JOB DESCRIPTION

Job Title: Bilingual Loan Officer Assistant

Department: Loan Operations

Reports to: Supervisor's Title

FLSA Status: Non-Exempt

Prepared By: Human Resources

Prepared Date: October 2, 2024

Management Approval: Branch Management

Summary:

We are seeking a detail-oriented Bilingual Loan Officer Assistant to support our loan officers in Tucson, Arizona. This role is crucial for assisting with the administrative and operational tasks associated with loan processing, ensuring smooth and efficient transactions. The ideal candidate will have experience in the mortgage industry, strong organizational skills, and the ability to manage multiple tasks simultaneously. You will be responsible for gathering and verifying loan documentation, ensuring compliance with regulations, and providing top-tier customer service to clients and stakeholders. This position requires excellent communication skills, high integrity, and the ability to handle sensitive financial information.

Essential Duties & Responsibilities:

In this role, you will:

• Assist loan officers in preparing and submitting loan applications.
• Verify and review loan documents for accuracy and completeness.
• Communicate with clients to collect required documentation and resolve any discrepancies.
• Update loan officers on the status of applications and follow up on pending items.
• Manage multiple loan files and meet deadlines efficiently.
• Provide exceptional customer service and maintain a professional demeanor.
• Maintain compliance with state and federal regulations.
• Assist loan officer with marketing efforts and outreach activities.
• Stay updated on changes in mortgage regulations, products, and guidelines.

Supervisory Responsibilities: None

Education & Experience:

• High school diploma or equivalent; associate's or bachelor's degree preferred.
• Minimum of 2 years of experience in the mortgage or financial services industry.
• Knowledge of the loan application process, including FHA, VA, USDA, and conventional loans.
• Proficient in Microsoft Office Suite and loan processing software.
• Bilingual (English-Spanish) preferred.
• Note: This position does not require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008, although it is preferred.

Skills & Qualifications:

• Computer literate, with proficiency in MS Word, Excel, Outlook, PowerPoint, and the Internet.
• Ability to work independently while managing multiple tasks.
• Bilingual
• Strong organizational and time management skills.
• Desire to grow into a sales-oriented role.
• Customer service-oriented with a positive attitude and problem-solving abilities.
• Strong working knowledge of mortgage lending compliance and regulatory requirements.
• Familiarity with CONV, FHA, VA, and USDA loan products.
• Ability to stay current with changes in loan programs and products.
• Excellent communication skills, both written and verbal.
• High level of integrity, confidentiality, and professionalism.