Loan Officer Assistant

Carmel, Indiana, United States


This position is for MILESTONE LENDING, one of the Family of Companies of Newrez LLC.
Principal Duties
  • Contact prospective clients to develop and maintain referral sources.
  • Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads.
  • Engage in marketing and promotional activities in support of your own sales.
  • Meet monthly minimum personal production goals.
  • Take mortgage loan applications and prepare effective loan proposals:
  • Determine a consumer's needs and offer the appropriate product.
  • Originate loans for appropriate amounts, rates, and terms that comply with NPF's program guidelines.
  • Provide consumers with a superior level of customer service:
  • Quickly and accurately answer all customer inquiries in a professional manner.
  • Obtain all information deemed necessary to process loan requests in a timely manner, including but not limited to credit reports, income verification, appraisals, lien searches, etc. Analyze the information and provide insight where appropriate.
  • Assist applicants and solve problems that may arise between application and settlement.
  • Stay informed of developing trends in the mortgage industry.
  • Attend/assist with scheduled meetings, training sessions and courses.
  • Maintain compliance with all industry-specific federal and state licensed activity requirements and company’s Code of Conduct.
  • Performs additional projects and duties as assigned by supervisor.
Education and Experience Requirements
  • Two-year college degree or equivalent preferred.
  • Must qualify for and obtain state licensure in the states where the company does business.
  • 2-year mortgage origination experience preferred.
Knowledge, Skill and Ability Requirements
  • Ability to quickly connect with people in an outgoing, friendly manner.
  • Persuasive, selling communication skills.
  • Strong sense of responsibility for completing work quickly and accurately.
  • Ability to handle faster-than-average pace of activities
  • Detail-orientation with efficient focus on work activities
  • Careful decision-making skill with ability to avoid mistakes.
  • Ability to delegate in a positive style with thorough follow up skills.
  • Excellent oral, written, listening, and organizational skills.
  • Basic computer skills
Company Perks:
  • 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
  • 9 Paid Holidays
  • Casual Workplace
  • Employee Engagement Activities

Company Benefits:
  • Medical (including Health Savings Account & Flexible Savings Account)
  • Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan
  • Performance-based Incentives
  • Pet Insurance
  • Advancement Opportunities
Newrez NOW:
  • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
  • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
  • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
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