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:
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Provide administrative and sales support to Loan Originators and Client Team.
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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.
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Complete Ordering process for 3rd party services (Appraisal, Hazard Insurance, Flood Cert, Title Work, Survey)
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Other duties as assigned.
Essential Knowledge/Skills/Abilities:
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Knowledge of the mortgage loan process
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Proven relationship management skills
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Proven organization skills
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Ability to manage multiple deadlines
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Strong communication skills
- Proven ability to prioritize and multi-task
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Excellent time management skills
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Ability to work across organizational boundaries
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Strong problem-solving capabilities
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Experience with MS Office Suite
Experience Requirements:
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Minimum five years residential mortgage experience with Conventional, FHA experience required.
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VA proficiency preferred.
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Encompass experience preferred.
Education/Licensing Requirements:
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High school diploma or equivalent required.
Working Conditions:
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Fast-paced environment.
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Requires normal vision (corrected) both close and distant.
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Requires normal hearing levels (corrected).
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Requires working at a desk to use a phone and computer for extended periods of time.
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Requires sitting, bending.
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Works effectively with frequent interruptions.
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Lifting requirements of 10 lbs. occasionally.
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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:
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Medical, dental, and vision insurance
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Short-term and long-term disability
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401(k) and Roth 401(k) plans with a Company match
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Company-provided life insurance
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8 paid holidays
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AND MORE!