Sales Assistant

SUMMARY: Responsibilities include supporting the Mortgage Loan Originator in document gathering, ordering 3rd party services and working with the processor, loan originators and customer to ensure that needed information is supplied to the processor. . This position does not require or allow any communication with consumers that could be construed as offering, arranging, negotiating, or setting any of the terms or conditions of the loan. This position is not a Mortgage Loan Originator as defined by the SAFE Act, or the TILA related to Loan Originator Requirements, Qualifications and Prohibitions.

DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

• Assist loan officers with document gathering, preliminary analysis of the documents, customer follow-up and Encompass input, etc.
• Order appraisals on conventional loans
• Order all Title required documentation
  • (Title, CPL, Prelim HUD, Tax Cert, E&O, Wire Instructions)
• Order Flood Cert
• Complete Closing Request Form
• Gather signed supporting documentation and upload into system
  • Review any discrepancies with the Loan Officer
• Follow up on the Title and Homeowner insurance on processor's behalf
• Assist processors with verbal VOE, payoff, insurance clause
• Work in conjunction with Loan Officer to order Condo Questionnaire and subordination agreement if necessary
• Ensures compliance with all laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties

All offers are contingent on the successful completion of criminal background check.