Loan Officer Assistant/Client Concierge - In Office

Other Plano, Texas


Description

Position Overview:

Benchmark takes pride in providing excellent customer service and the most efficient loan process to borrowers. The Loan Officer Assistant/Client Concierge is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.

Ideal candidates for this position have proven customer relationship management skills, a high attention to detail, and proven organizational skills.

 

Essential Functions of the Role:

  • Provide administrative and sales support to Loan Originators and Client Team.
  • Collect and distribute documents and information pertinent to the processing and underwriting of the loan.
  • Assist Loan Originators and Client Team in managing the pipeline of loan applications.
  • Communicate with applicants on behalf of the Loan Originator/Client Team regarding expectations and loan status.
  • Complete Ordering process for 3rd party services (Appraisal, Hazard Insurance, Flood Cert, Title Work, Survey)
  • Other duties as assigned.

 

Essential Knowledge/Skills/Abilities:

  • Knowledge of the mortgage loan process
  • Proven relationship management skills
  • Proven organization skills
  • Ability to manage multiple deadlines
  • Strong communication skills
  • Proven ability to prioritize and multi-task
  • Excellent time management skills
  • Ability to work across organizational boundaries
  • Strong problem-solving capabilities
  • Experience with MS Office Suite

 

Experience Requirements:

  • Minimum five years residential mortgage experience with Conventional, FHA experience required.
  • VA proficiency preferred.
  • Encompass experience preferred.

 

 

Education/Licensing Requirements:

  • High school diploma or equivalent required.

 

Working Conditions:

  • Fast-paced environment.
  • Requires normal vision (corrected) both close and distant.
  • Requires normal hearing levels (corrected).
  • Requires working at a desk to use a phone and computer for extended periods of time.
  • Requires sitting, bending.
  • Works effectively with frequent interruptions.
  • Lifting requirements of 10 lbs. occasionally.
  • Minimal travel <5%.



Along with a great culture and competitive pay, at (Benchmark/Eleven) Mortgage our full-time employees are eligible for additional benefits including:

  • Medical, dental, and vision insurance
  • Short-term and long-term disability
  • 401(k) and Roth 401(k) plans with a Company match
  • Company-provided life insurance
  • 8 paid holidays
  • AND MORE!