Loan Processing Assistant

Overview

CMG Financial is hiring a Loan Processing Assistant to work in collaboration with the Loan Processor. In this role, you will perform necessary tasks to ensure accurate, compliant, and complete processing of loan files.

Essential Duties and Responsibilities

You will work closely with the Loan Processor to:

• Obtain and review required loan documentation.
• Submit complete loan packages to Underwriting for approval.
• Manage the loan pipeline and ensure timely processing.
• Communicate with loan officers, buyers, sellers, title companies, builders, and agents.
• Monitor closing dates and ensure company deadlines are met.
• Verify underwriting conditions and assist in file preparation for Closing.
• Train and continuously update your knowledge on policies, procedures and regulations.
• Apply local, state, and federal regulations in mortgage loan processing.
• Comply with all company policies and procedures.

Preferred Qualifications and Experience

The ideal candidate will have:

• Approximately 3 years in the mortgage or financial field.
• Experience with BYTE is preferred.
• Proficiency in Microsoft Office, Word, Excel, and Outlook.
• Excellent customer service and communication skills.
• The ability to prioritize tasks and work independently in a fast-paced environment.
• A high level of integrity and confidentiality.

Physical and Environmental Conditions

This position is based in a standard office environment with computer work, partial sitting and walking, and may require overtime to complete tasks.

Key skills/competency

loan processing, underwriting, compliance, documentation, mortgage, communication, customer service, pipeline, Microsoft Office, regulatory