Hybrid Loan Officer Assistant/Processor

Join the team that's built to deliver a home loan experience that Clients and Realtors tell everyone about

Our team believes in treating others as you’d like to be treated. Rewarding hard work. And curating a client and realtor experience that is designed to be different.

As a Hybrid Loan Assistant / Loan Processor, you’ll become a trusted guide for clients and a key partner to the Branch Manager / Loan Officer, helping ensure every loan moves efficiently from application to closing and into ownership. Clients trust us to make them feel like members of a lifelong club rather than a one time transaction.

This is for a position that will be scheduled to work Monday-Friday 8:30-5pm EST. Candidates must be able to work an EST work schedule.

Job Functions:

• Assist the Loan Officer with reviewing loan applications in a timely manner for accuracy & to ensure they are complete; Immediately notify the Loan Officer of any inaccurate or missing information.
• Act as the primary point of contact for clients to answer all questions about their loans and provide next steps throughout the loan process
• Review and submit qualified files to underwriting, including TBDs for Certified Pre-Approval and brokered loans on the wholesale channel
• Complete income calculations, order automated WVOEs, request manual WVOEs, run fraud and obtain AUS findings on every file
• Complete Processing checklist for all loans submitted to underwriting
• Maintain all files in the pipeline every day with follow up and follow-through based on daily priorities; Provide critical updates to assigned team members
• Schedule weekly pipeline calls with loan officer(s)
• Schedule and coordinate partner happy hours, educational opportunities, and new and existing partner meetings
• Attend & participate in monthly Sales & Operations training meetings to stay up to date on policies and processes
• Understand and follow company compliance policies and industry regulations
• Become proficient with RWM’s internal workflow, technology, & loan process
• Learn & understand basic conventional, FHA, VA and non-agency guidelines for qualification purposes

• Residential lending experience required - Minimum 1 year experience in an upfront role such as loan assitant, loan partner or loan processor
• Foundational understanding of government & conventional loan products
• Proficient in Microsoft Office Suite

Excellent communication and problem-solving skills

• Experience with Encompass, Total Expert, nCino/Simple Nexus preferred
• Experience with non-agency, nonQM and DPA programs is a plus
• Active NMLS License preferred