RPM Mortgage, Inc. is seeking a Loan Assistant to perform administrative duties for Loan Agents. The primary responsibilities are to provide administrative and organizational support for effective movement of a loan applicant package. Responsibilities include screening calls, preparing loan packages for submittal and communicating with vendors, clients and staff. The Loan Assistant is not responsible for taking a consumer credit application and/or offering, negotiating, or discussing the terms and conditions of a loan. This role is located at the Walnut Creek, CA branch office and reports directly to the Branch Manager.
Relieves the Loan Agent of purely administrative tasks and coordinates loan work flow to include screening calls, preparing loan packages for submittal and communicating with vendors, clients, and staff.
Ability to interpret and review Purchase Agreements, Appraisal, Tax Forms and Title documentation.
Update and follow up on delegated tasks to ensure progress to deadlines.
Check deadlines on incoming requests and prioritize daily tasks accordingly.
Process replies on own initiative or from managers dictation or notes.
Handle all inquiries within prescribed duties.
Maintain client database and calendar.
Other duties and tasks assigned as needed by Loan Agents.
Education and Experience:
High School Diploma and Some College.
2+ years of Mortgage Banking experience required and/or processing or underwriting experience preferred.
Prior knowledge of Microsoft Office Suite, Calyx Point, Act!, and DataTrac preferred.
Thorough knowledge of federal and state regulations and requirements with emphasis on MDIA, TILA, and RESPA reform.
FHA knowledge a plus.
Understands the loan flow and process from application to closing including file structure and loan documentation requirements.
Professional verbal and written communication skills plus proper telephone protocol. PHONE SKILLS and positive attitude a must.
RPM Mortgage, Inc. ranked 6 th among medium-sized firms for Top Workplaces in the Bay Area! We are a dedicated group of mortgage loan professionals and offer competitive salary and benefit packages. Background checks are performed prior to hire.