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Loan Servicing Jobs in Plano, TX

Loan Officer Associate

SFMC Home Lending

Plano, Texas

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JOB DETAILS
SKILLS
Automation Systems, Communication Skills, Conflict Resolution, Customer Relationship Management (CRM), Customer Support/Service, Data Quality, Detail Oriented, Diversity, Federal Housing Administration (FHA), High School Diploma, Loan Closing, Loan Documents, Loan Origination, Loan Processing, Loan Review, Loan Submission, Loans, Microsoft Office, Mortgage, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Process Development, Revenue/Sales Reporting, Sales, Sales Pipeline, Sales Tools, United States Department of Agriculture (USDA), Writing Skills
LOCATION
Plano, Texas
POSTED
6 days ago
Essential Duties and Responsibilities:

The Loan Officer Associate assists a designated Loan Officer(s) in originating and processing loans.
Duties include:
  • Reviewing the initial loan application.
  • Requesting required documents, including follow up if needed.
  • Calculating income in order to validate data.
  • Running AUS and reviewing findings.
  • Preparing and sending prequalification letters.
  • Preparing the initial disclosure package.
  • Reviewing and preparing loan documents for submission to Processing.
  • Managing the Loan Officer(s) calendar, including follow-up, appointment setting and time blocking as appropriate.
  • Primary point of contact for phone calls.
  • Managing the CRM, including follow-ups with warm leads and closed loans.
  • Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers.
  • Utilization of designated Sales tools and reporting methods.
Education and/or Work Experience Requirements:
  • 2+ years of mortgage experience, including all areas of the loan process, as well as a thorough knowledge of FHA, Conventional, VA and USDA product financing.
  • High School diploma or equivalent; Bachelor’s degree is a plus
  • NMLS License required
Skills:
  • Strong written and verbal communication skills with the ability to communicate effectively with a diversity of audiences.
  • Demonstrated problem-solving ability and conflict resolution skills.
  • Must have attention to detail and customer service focus.
  • Ability to adhere to established processes and checklists.
  • Flexibility and adaptability in a fluid and rapidly changing environment.
  • Self-motivated with the ability to work independently with minimal supervision.
  • Ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements.
  • Proficient with MS Office, with a knowledge of industry automation and software.
  • High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information.
  • Sales aptitude is a plus.

About the Company

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SFMC Home Lending

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