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TEKsystems Loan Officer Assistant (Entry Level) in San Diego, California

Loan Officer Assistant

Job Description:

To assist Loan Officers in facilitating the completion of mortgage loan applications. To collect, analyze, and review supporting loan documentation by loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquiries to help them collect required information and complete any necessary documentation.

Responsibilities:

  • Assist Secondary Marketing with retrieving outstanding Notes and preparing files for delivery, after closing has occurred

  • Initiate setup of mortgage applications by printing applications and credit report

  • Monitor incoming loan volume; assigning and tracking each loan before forwarding

  • Monitor, field, and direct phone calls; document as required

  • Prepare marketing materials for mortgage section use in promoting Navy Federal mortgage and equity products

  • Prepare packages for delivery to members, title companies, or other parties

Some Examples they will do day to day -

  • Homesquad remediation – if there is a file that does not export, they will go in and look at the details of the loan so it gets assigned to a LO

  • Homesquad follow up

  • Tracking manual updates

  • Monitoring the mortgage assistant BODs – help them get in touch with their LO

  • Calling LOs and realtors to do follow-ups

  • Working with PAL rush inbox – working with preapprovals

Experience

  • Office experience – At least one year

  • Retail or restaurant with leadership experience if they do

  • Financial experience is a plus

  • Ability to multitask

  • Mathematical skills, tracking skills

  • Excel and SharePoint experience is a plus

Shift (Time ): 7:30 am to 4 pm in their respective time zones, M-F

Experience Level:

Entry Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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