Description
Summary
The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building.
Essential Duties & Responsibilities
- Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title companies.
- Manages pipeline schedules and deadline times on all loans.
- Runs pipeline and closed loan summary reports.
- Prices and lock loans per loan officer requests.
- Pulls credit per loan officer requests.
- Maintains and update client data base information.
- Inputs loan application information.
- Performs automated underwriting.
- Works closely with processors, closers, underwriters and loan officers.
- Attends and conduct loan closings.
Qualifications
- Understands and complies with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc.
- Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Knowledge of administrative and clerical procedures and systems such as word processing, spread sheets, managing files and records, and other office procedures and terminology.
- Knowledge of business and management principles involved in strategic planning, resource allocation, production methods, and coordination of people and resources.
Education & Experience
- High School Diploma or equivalent required.
- 1+ years' related experience required. Encompass experience preferred.
Systems & Technology
- Proficient in Microsoft Outlook and Microsoft Suite including Word and Excel. Previous
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
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