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Loan Officer Assistant

Fairway Independent Mortgage Corporation Gig Harbor, WA

  • Posted: over a month ago
  • Full-Time
Job Description

Reports to: Manager

Employment Status: Full-time

FLSA Status: Non-Exempt

Location: Gig Harbor, WA 

Experience: 1 Year minimum experience as LOA 

Job Summary:
The Loan Officer Assistant position provides administrative support to the Branch Manager and
Loan Officer(s). Communicates with branch and corporate employees in a timely, efficient, and
courteous manner.

Essential Job Functions:
 Assists Loan Officer in preparing preliminary loan packages for processing by obtaining missing
documentation and other information from customers
 Provides excellent customer service on inbound and outbound sales calls
 Manages file flow, document receipt tracking, and schedule updates
 Utilizes information gathered by the Mortgage Loan Originator to prequalify customers
 Responds to customers’ general questions regarding policy and procedures in the absence of the Loan
 Works with appraisers to obtain official appraisal
 Updates customers, real estate agents, and titles companies on the loan’s progress
 Coordinates and schedules loans closings
 Maintains the Loan Officers’ customer information in the Customer Relationship Management (CRM)
 Assists Loan Officers with branch marketing campaigns through mail, email, and internet
 Maintains relationships through regular communication with referral partners
 Performs other administrative tasks, such as faxing, emailing, making telephone calls, to support the
Loan Officer

Non-Essential Job Functions:
 Participates in and leads proactive team efforts to achieve departmental and company goals
 Adopts Fairway values in personal work behaviors, decision making, contributions and interpersonal
 Contributes to a positive work environment by demonstrating cultural expectations and influencing
others to reward performance and value "can do" people, accountability, diversity and inclusion,
flexibility, continuous improvement, collaboration, creativity and fun
 Performs other duties as assigned

Required Knowledge and Skills:
 Solid knowledge and understanding of organizing people, tasks, and activities to yield efficient work flow
 Solid knowledge and understanding of mortgage servicing best practices
 Solid knowledge and understanding of customer service and interpersonal best practices

 Solid knowledge and understanding of CRM and Marketing portals
 Solid knowledge and understanding of Microsoft Outlook for scheduling

Required Education and Experience:
 High School diploma or equivalency degree
 Associate’s Degree or equivalent work experience
 1 to 3 years of experience as an LOA 
 Demonstrated leadership or management experience
 Demonstrated experience researching information, problem solving, and making solid business
 Demonstrated experience reporting, analyzing, interpreting, and critical thinking
 Demonstrated experience with analytical, critical thinking, problem solving, and making solid business
 Demonstrated experience producing accurate and detailed work on multiple projects under time
 Demonstrated experience communicating with all levels of management
 Demonstrated experience leading by example to foster relationships within the company and
 Demonstrated experience effectively managing relationships with internal and external partners
 Demonstrated experience working in a fast paced and changing environment
 Demonstrated experience with attention to detail, time management, written and oral communication,
multi-tasking, and working in a team atmosphere adhering to tight deadlines
 Demonstrated experience with MS Office software products
 Demonstrated experience with high volume data entry

Physical Environment:
 This position is primarily an in office position
 Normal office environment

Travel Expectations:
 Local travel may be required for company or career-related meetings, programs, and/or events.
Reasonable Accommodations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the
essential functions.

Note: This job description is not intended to be all-inclusive. Employee may perform other related
duties as negotiated to meet the ongoing needs of Fairway Independent Mortgage Corporation

Fairway Independent Mortgage Corporation

Fairway Independent Mortgage Corporation's Logo


Gig Harbor, WA


Finance and Insurance

View all jobs at Fairway Independent Mortgage Corporation

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