Loan Office Assistant

The Loan Officer Assistant Team Leader (LOA Team Leader) will assist our LOA partners in in the day-to-day management of their job functions and provide assistance in achieving quality and productivity metrics. The LOA Team Leader will serve as subject matter expert and mentor a team of assigned LOAs by providing feedback to aid in the development of new skills and refinement of existing skills.

• Serve as a coach and mentor to a team of LOAs by providing feedback to aid in the development of new skills and refinement of existing skills while keeping Loan Officer and Sales Management informed of progress
• Conduct post-transition training for all incoming LOAs
• Acts as the point of contact for inquiries and guide the LOAs on their daily functions.
• Manage a pipeline of loans handled by the assigned LOA team and ensure quality and productivity metrics are met
• Review and audit a sample of files prior to submission to Underwriting and reporting back findings weekly to Loan Officer.
• Work with Loan Officers and Field Sales Managers to resolve any loan issues

• High school diploma or equivalent
• 3-5 years of experience in a sales/financial environment
• Minimum of 3 years of management/supervisory experience
• Excellent communication (verbal and written), interpersonal and organizational skills
• Positive attitude with lots of energy and self-motivation
• Excellent computer skills with proficiency in Microsoft Office Suite
• Ability to work with various work backgrounds and experience levels
• Ability to develop and maintain excellent working relationships across departments
• Ability to multitask, prioritize, and manage large volume of tasks while providing excellent customer service
• Ability to exercise discretion on sensitive or confidential matter
• Ability to identify and resolve client issues and use good judgment in making immediate decisions