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Loan Officer Assistant

Company: Waterstone Mortgage Corporation
Location: Warren
Posted on: November 26, 2022

Job Description:

Looking to make your next career move? Waterstone Mortgage is hiring a Loan Partner I to join our energetic team! The primary function of this Loan Partner is to assist Loan Originator in taking applications, scheduling appointments, and locking loans. This position is also responsible for communicating with referral partners, current and past clients, listing and selling agents, title companies, lenders and Underwriters to solidify relationships and garner future business.


Screens calls, tracks leads, and books appointments for Loan Originator.

Takes applications and schedules appointments for the mortgage team.

Assists Loan Originator in gathering all necessary forms and paperwork.

Assists in the submission of complete loan applications and tracks all requested documents in Encompass for each customer file.

Requests and obtains referrals from all WMC clients, current and potential along with sales partners.

Updates CRM system with new listing agents, referring agents, title companies, and builders.

Answers questions regarding closing requirements from, but not limited to other staff members, branches vendors and investors.

Maintains Loan Originator calendar. This includes scheduling, updating and confirming appointments.

Pulls credit and gathers other documents as they pertain to lead generation.

Run or check that the Automated Underwriting with updated Encompass file has been run, and read what the required documentation will be that is needed.

*CERTIFICATES, LICENSES, REGISTRATIONS: *A federal registration through Nationwide Mortgage Licensing System (NMLS) is required. However, individuals in this position are not eligible to receive loan officer commission.

_Individuals in this position shall not engage in loan origination during the course of his/her employment with WMC. Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain; (3) advertising or communicating to the public that you can perform loan origination services. Please see the Loan Originator Compensation Policy for more details on the definition of loan origination._

Job Type: Full-time

* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Physical setting:
* Office
* 8 hour shift
* Monday to Friday

Ability to commute/relocate:
* Warren, OH 44484: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):
* Desired compensation range?

* Mortgage Industry: 1 year (Required)
* Loan Partner: 1 year (Preferred)

Work Location: One location%58047475%

Keywords: Waterstone Mortgage Corporation, Warren , Loan Officer Assistant, Other , Warren, Ohio

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