Top Loan Officer Assistant Skills

Below we've compiled a list of the most important skills for a Loan Officer Assistant. We ranked the top skills based on the percentage of Loan Officer Assistant resumes they appeared on. For example, 14.3% of Loan Officer Assistant resumes contained Loan Portfolio as a skill. Let's find out what skills a Loan Officer Assistant actually needs in order to be successful in the workplace.

The six most common skills found on Loan Officer Assistant resumes in 2020. Read below to see the full list.

1. Loan Portfolio

high Demand
Here's how Loan Portfolio is used in Loan Officer Assistant jobs:
  • Assist senior officers in all commercial lending functions from approval to post-closing, and ongoing loan portfolio management.
  • Assisted in managing a loan portfolio with regards to credit quality and administration, and portfolio performance.
  • Handle a diversified loan portfolio that consists of classified customers and try to rehabilitate them.
  • Monitor credit quality of loan portfolios, as well as performance of each credit.
  • Assist Branch Manager with her loan portfolio.
  • Assisted two Commercial Lending Vice Presidents by providing administrative support and customer assistance to maintain very active loan portfolios.

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2. Loan Applications

high Demand
Here's how Loan Applications is used in Loan Officer Assistant jobs:
  • Evaluate loan applications explain rejected loans soliciting collections filing suits being responsible for payments and bank deposits help customers answering questions
  • Processed home loan applications/loan modification actions and made written recommendation within program guidelines; frequently among top producing loan officers.
  • Examine and verify accuracy of loan application information, confirm credit worthiness of borrowers prior to processing loan applications.
  • Performed full review of loan applications, identified missing documentation, analyzed supporting documentation to assist with final decision.
  • Administered loan applications from beginning to end and communicated with customers to ensure timely progression throughout the process.
  • Assisted with reviewing and processing incoming loan applications, provided loan originator/officer with feedback on loan application.
  • Initiated the application process, assisted in processing incoming loan applications, and produced weekly management reports.
  • Identified mortgage loan applications and documentation problems by highlighting deficiencies; and notifying loan officer.
  • Performed an initial review of all loan applications for conformity to investor programs offered.
  • Submitted loan application files to underwriting for approval, Entered loan applications into database/underwriting.
  • Reviewed residential loan applications to verify data is accurate and meets industry standards.
  • Prepare and process mortgage loan applications and correspondence from origination through final approval.
  • Processed loan applications by entering applicant data into Calyx Point software.
  • Prepared and processed consumer/commercial loan applications while maintaining compliance regulations.
  • Completed loan applications with clients and collected all necessary documents.
  • Completed quick loan applications that provided intake information for analysis.
  • Contacted clients to obtain additional information regarding loan applications.
  • Provided guidance to applicants requesting reconsideration of loan applications.
  • Review loan applications, supporting documentation and credit authorization.
  • Processed all functions of residential mortgage loan applications.

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3. Financial Statements

high Demand
Here's how Financial Statements is used in Loan Officer Assistant jobs:
  • Organize borrowers salary information, financial statements, credit history.
  • Provided credit analysis on clients' financial statements, allowing senior officers to devote more time to new business developments.
  • Research and evaluate loan applicant's financial statements, references, credit, and ability to repay the loan.
  • Performed credit analysis (review of financial statements, deal documentation, financial ratio and trends).
  • Determined cash flow through analysis of financial statements, tax returns, and applicable documents.
  • Analyzed personal Financial Statements to calculate loan amounts and determine the riskiness of the loan.
  • Compiled database of loan applicants' credit histories, and financial statements.
  • Compiled and analyze data from monthly reports to prepare financial statements for yearly audits.

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4. Customer Service

high Demand
Here's how Customer Service is used in Loan Officer Assistant jobs:
  • Generated sales and customer loyalty by providing exceptional customer service and representing the bank in local community organizations.
  • Completed administrative/customer services duties as required to include financial transactions regarding defendants fines and court costs.
  • Maintained customer confidence by keeping mortgage loan information confidential and outstanding customer service levels.
  • Required to produce high-quality loans which meet lender guidelines while providing excellent customer service.
  • Answer customer inquiries relating to loan application status to ensure quality customer service.
  • Provide accurate, timely and professional customer service to internal and external customers.
  • Detail-oriented and organized with excellent communication, phone and Customer service skills.
  • Assisted members with any account discrepancies while providing quality customer service.
  • Provided customer service to disaster-victims nationwide throughout the loan application process.
  • Generate new ideas to facilitate productivity and enhance customer service.
  • Qualify credit of potential clients and provide exceptional customer service.
  • Provided customer service to outside agencies seeking background information.
  • Provided exceptional customer service to each and every borrower.
  • Provided quality customer service while performing daily public relations.
  • Maintained customer relations, assisted with customer service.
  • Work very efficiently while providing excellent customer service.
  • Respond to reasonable business-related customer service requests
  • Served as bilingual Spanish/English customer service
  • Executed pipeline management activities while ensuring thorough loan file submission, follow up while providing superior customer service to all parties.
  • Communicate with Borrower and Title Co. on consistent basis to obtain all required documents and to ensure excellent customer service.

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5. Credit Reports

high Demand
Here's how Credit Reports is used in Loan Officer Assistant jobs:
  • Reviewed and verified credit reports, maintained open communication with customers and loan officers to ensure timely processing of mortgage applications.
  • Utilized automated processing software to input information from client applications and generate individual credit reports.
  • Processed loan applications and validated credit reports for each applicant.
  • Pulled and reviewed credit reports/credit supplements for customers.
  • Pulled credit reports, credit auditing/analysis.
  • Developed rapport with clients and prepare complete call sheets for Sales Managers to review including credit reports and property value evaluations.
  • Analyzed tax returns, asset documents, and credit reports, to confirm the client met the loan qualification requirements;.
  • Requested appraisals, borrower credit reports, background checks, reference checks, and appropriate credit documentation to evaluate loan applications.
  • Gathered necessary documentation from borrowers, ordered appraisals, credit reports, insurance binders and loan documents from the lender.
  • Check files for compliance; signatures and dates in all required areas on all forms, credit reports for expiration.
  • Set up loan files, collect, review, and process customer application, credit reports, financial statements.
  • Assisted in loan operation tasks such as obtaining credit reports and processing paper work for loans of various types.
  • Review credit reports and assist borrowers with options to improve their credit scores when they do not meet guidelines.
  • Obtained mortgage loan documentation by ordering credit reports, land surveys, appraisals, titles, and related information.
  • Read credit reports accurately and analyze credit worthiness to ensure loan amount is affordable for customer's needs.
  • Take Applications, pull credit reports, review credit reports, order title work, appraisals, etc.
  • Completed loan applications, credit reports and title searches; gathered information to prepare for loan closing.
  • Organize and assess flood (if needed) and tax certificates, credit reports and title ins.
  • Help with ordering Credit Reports, DU, sending out Appraisals to borrowers, and processing files.
  • Assist with ordering Home Owner's Insurance, Mortgage Payoffs, Credit Reports, DU and Appraisals.

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6. Order Appraisals

high Demand
Here's how Order Appraisals is used in Loan Officer Assistant jobs:
  • Order appraisals for those clients acquiring new loans for the purpose of purchasing a new home or refinancing their existing homes.
  • Order appraisals, title, and other necessary docs to submit to underwriting.
  • Order appraisals, Termite inspections, FHA case # transfers.
  • Order appraisals, Certificate of Eligibility, FHA case numbers.
  • Order appraisals and request the hazard insurance.
  • Order appraisals and initial disclosure packets.
  • Order appraisals and title exams.
  • Order appraisals and title work.
  • Order appraisals, titles and prepare commitment letters for Residential Construction Loans, Lot Loans and Acquisition & Development Loans.
  • Order Appraisals thru Order Pro.
  • Order appraisals Assist loan officers in collecting documents from clients Manage Loan documentation for underwriting
  • Communicate with clients Schedule appointments Order appraisals and tax returns Obtain loan documentation Assist loan officers and processor throughout loan process

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7. Borrowers

high Demand
Here's how Borrowers is used in Loan Officer Assistant jobs:
  • Prepared closing statements and informed borrowers by calculating principal and interest payments and closing cost; forwarded information to loan officer.
  • Assist in obtaining necessary documentation from borrowers, title and insurance companies and review for completeness and accuracy.
  • Performed residential loan processing and provided enhanced customer service, communicating with borrowers, collecting and verifying documents.
  • Facilitated the application process by interfacing with customer in taking complete applications; requesting documentation from borrowers.
  • Communicated effectively with clients and referral sources and prepared accurate cost estimates for borrowers.
  • Facilitated the application process, requested documentation from borrowers, and handled customer inquiries.
  • Originated loan application with new borrowers, checking applications for completeness and accuracy.
  • Communicated effectively with borrowers and other businesses to enable expeditious processing of loans.
  • Facilitated application process by completing applications and requesting documentation from borrowers.
  • Contacted borrowers to complete applications and answer any questions regarding mortgages.
  • Developed and maintained business relationships with business partners and borrowers alike.
  • Communicate with borrowers for needed documents to ensure timely loan submission/closing.
  • Retrieved all necessary items from borrowers to satisfy conditions on approval.
  • Obtained personal information from potential borrowers and created loan estimates.
  • Reviewed purchase and refinance packets for current and/or potential borrowers.
  • Performed initial appraisal of potential borrowers by examining their applications.
  • Conducted interviews with borrowers to determine customer financing objectives.
  • Interviewed borrowers, collected applications & other necessary paperwork.
  • Requested conditions from borrowers then submitted them to underwriting.
  • Retrieve information required from borrowers via telephone system.

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8. Real Estate

high Demand
Here's how Real Estate is used in Loan Officer Assistant jobs:
  • Facilitate and maintain communication between clients and outside vendors, as well as real estate, insurance, and closing agents.
  • Assisted clients with real estate advisory needs, including the placement of more than USD 5 million in debt and equity.
  • Studied the mortgage and real estate market in depth to learn the ins and outs of the US based home market.
  • Direct interaction and involvement with the CCO in the resolution of over $30 million in problematic real estate loans.
  • Networked with local real estate agents and builders to establish myself as a top sales performer in the local market.
  • Created all marketing material for Loan Officer to distribute to Real Estate Agents promoting service levels and loan products.
  • Participate in community activities in order to keep contacts fresh and better understand the local real estate market.
  • Administered the tracking of loans and established a close contact with clients, real estate agents and banks.
  • Worked closely with Marketing to create and send out marketing pieces to Real Estate Agents to generate business.
  • Recommended approval of customer applications for credit, including commercial, real estate and consumer credit loans.
  • Correspond with various real estate agents and builders in order to inform them of status on loans.
  • Created and maintained relationships with local real estate, banking and attorney offices to establish partnerships.
  • Arranged and attended business meetings with other banks for potential syndicated or commercial real estate loans.
  • Helped develop and maintain residential and commercial real estate loans, for the branch manager.
  • Developed business through event planning and networking with real estate agents in the Charleston area.
  • Assist the loan officer/processing staff in the processing and closing of real estate mortgage loans.
  • Obtained assistance from Branch Manager to complete extremely complex or unusual real estate loan documents.
  • Managed all files in order to maintain established Federal Compliance and Real Estate compliance regulations.
  • Processed loans for commercial customers to include real estate, debt consolidation and mortgage loans.
  • Team consisted of various Hispanic real estate agents that referred clients for approval process.

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9. Va

high Demand
Here's how Va is used in Loan Officer Assistant jobs:
  • Provided students and parents with information regarding the availability of federal student loans, alternative loans and the eligibility requirements.
  • Evaluated information from reports, interviews and correspondence and prepared case histories for recommendations for inmate classification and job assignment.
  • Reviewed and analyzed loan transaction packages for preliminary approval or denial in accordance with bank's underwriting guidelines.
  • Prepare Residential and Commercial loan applications and requirements Consult clients with various situations and introduce appropriate loan programs
  • Facilitated clearing conditions of loan file preventing closing including hazard insurance issues and homeowner association approval.
  • Collaborated with various internal and external business partners to obtain necessary information to complete loan transactions.
  • Analyzed applicants financial status, credit, and property evaluation to determine feasibility of granting loans.
  • Performed management functions of Mortgage Company, including payroll, accounts receivable/payable and budget/income projections.
  • Gathered and evaluated data pertinent to individual cases in connection with both investigation and supervision.
  • Collaborate with diplomats and participate in the development, implementation and evaluation of assigned projects.
  • Maintained an awareness of offenders' daily activities and evaluates desirability to remain at liberty.
  • Researched travel itineraries or updated reservations and travel documents and rescheduled travel reservations when necessary.
  • Evaluate IAVA patch analysis, computer tasking order compliance, network and traditional/physical security.
  • Interviewed applicants to gather financial information and delivered approval or rejection of loans.
  • Prepared and sent disclosures with detailed, borrower-specific checklist; prepared Pre-Approval Letters.
  • Prepared documents and contracts for landlords and vacancy announcements of available property.
  • Worked directly with processors and underwriters to obtain additional information after approval.
  • Assisted with various program and event operations as requested as responsibilities permit.
  • Reviewed and made approval/denial decisions on online saving's account applications.
  • Assist processor with submitting mortgage loan application for underwriting approval.

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10. Escrow

high Demand
Here's how Escrow is used in Loan Officer Assistant jobs:
  • Notarized signed documents and delivered them to escrow company.
  • Call Real Estate Agents, Escrow Officers, Lenders and Insurance companies to receive or send documents necessary to process loans.
  • Utilized excellent communication skills to efficiently process loans by working with Title, Escrow, Real Estate agents and clients.
  • Communicated with the appraiser, title officer, escrow officer, loan Processor and underwriter to process and close on loans
  • Interact with Clients, Real Estate Agents, Escrow Officers, Title Reps, Insurance Companies, and Wholesale Lenders.
  • Order all necessary items to close a home loan, including hazard insurance, appraisals, open escrow/title, etc.
  • Reviewed closing documents for accuracy and acted as a liaison between the borrower, lender, escrow and title.
  • Provide escrow, closing, or settlement services that resulted in issuance of title insurance on a residential contract.
  • Request fees and open escrow, request WVOE, analyze all incoming documents(income and assets) credit.
  • Input Loan Application, Opened Escrow/Title, Disclosed GFE, Ordered Tax Transcripts, Flood Certs and Appraisals.
  • Assist Loan Officer with processing, opening escrow, ordering Comps and Appraisals, schedule appointments, etc.
  • Processed new home loans and acted as liaison between customers, loan officers, underwriters and escrow officers.
  • Communicated closely with the customer/borrower, real estate agents, and escrow companies throughout the entire loan transaction.
  • Contacted sales managers, buyers, escrow officers in order to expedite all new and existing loans.
  • Open escrow, title, order appraisal, property profiles, & collect documentation necessary for processing/underwriting.
  • Communicate with title and escrow by answering their questions and concerns during the entire loan process.
  • Review Purchase Agreement Contracts and Request fees to Escrow Companies in California, Minnesota and Virginia.
  • Ordered appraisals, worked with escrow and title company to help get loan closed on time.
  • Maintain loan files with respect to; insurance, escrow, file- maintenance as required.
  • Interacted with Loan servicing and assisting past borrowers in Escrow, and Debt assistant programs.

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11. Title Companies

high Demand
Here's how Title Companies is used in Loan Officer Assistant jobs:
  • Coordinate closings with attorneys/title companies/clients.
  • Facilitated the communication between lawyers, accountants and real estate agents and title companies to monitor the administrated duties being completed.
  • Prepared and processed all the loan applications and legal documents to be submitted to banks, financial institutions and Title companies.
  • Ordered and collected all necessary financial information and documentation from customers, title companies and 3rd party entities for processing.
  • Coordinated deadline-driven loan closings with borrowers and title companies, while also performing loan data input and marketing database maintenance.
  • Worked closely with the title companies to make sure that the loan files are complete to meet closing dates.
  • Followed up with borrowers, processors, underwriters, and title companies to coordinate paperwork and receive required information.
  • Process loans, contact title companies, home insurance agents, real estate agents and all parties involved.
  • Ordered all items needed on each loan to product guides and coordinated closings with various title companies.
  • Follow up with real-estate agents and title companies to assure closing conditions are met prior to closing.
  • Processed all loan requests from Lender, Escrow and Title companies prior to docs and funding.
  • Trained to input load applications, pull credit reports, and contact title Companies as needed.
  • Worked with clients, Realtor, appraisers, and title companies to facilitate loan closings.
  • Work with loan officers, title companies and attorneys to ensure all documentation is accurate.
  • Handled calls from attorneys' and title companies to discuss closings and occasionally attended closings.
  • Worked with Title Companies to obtain payoffs, fee sheets, wiring instructions etc.
  • Advise borrowers, attorneys and title companies when loan has been cleared to close.
  • Followed up with title companies as to status of title and any corrections needed.
  • Communicate with borrowers, title companies, attorneys, loan officers, etc.
  • Prepared closing documents, approved closing statements, wired funds to Title Companies.

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12. Data Entry

high Demand
Here's how Data Entry is used in Loan Officer Assistant jobs:
  • Completed data entry and verified accuracy.
  • Tasked with a series of projects involving data entry, streamlined a critical software package and cleared a five-year long data-entry backlog
  • Research, compile, verify and completed large amounts of complex data entry for all new loans processed through various departments.
  • Performed data entry duties and document creation in Microsoft Office for loan officers in Word and Excel.
  • Job Duties: Data entry, marketing, client relations, managing documentation, and general office duties
  • Mortgage loan processor; account auditor, data entry, electronic accounting, and customer relations.
  • Perform data entry of member information, early disclosures, closing documents in our database.
  • Speak with clients, take applications, pull credit, collect documents and data entry.
  • Fast Learned and trained and operated state's special word processor data entry program.
  • Handle data entry to use for follow up emails as well as marketing.
  • Maintained a written record of case activities, and required data entry.
  • Perform data entry in Portal, Outlook, Cadence and Excel.
  • Consult, process and close loans including data entry.
  • Performed all data entry tasks associated with PC Lender.
  • Carried out data entry process.
  • Performed data entry of loan files, ordered verifications, appraisals, titles and surveys; monitored the progression of files.
  • Assisted Loan Officer with preparing files, ordering title and appraisals, data entry, and preparing advertising mailings.
  • Register Cash handling 10 years, loan writer, legal assistant, data entry , legal arrangements
  • Handled phone reception, data entry, created promotional documents and flyers.
  • Work Hand On Hand with Multiple banks Approve Mortgage Loan, Personal Loans Sales- Person to Person Cold Calls Data Entry/Bookkeeping

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13. Phone Calls

high Demand
Here's how Phone Calls is used in Loan Officer Assistant jobs:
  • Bring in new clients to get home loans, make phone calls to collect loan info for clients with signed authorization.
  • Returned phone calls and obtained signatures on documents when applicable, and prepared for files to be submitted to processing.
  • Attended phone calls, assisted donors to the appropriate department, wrote thank you letters and other office duties.
  • Marketed the company's services through distribution of literature, phone calls, and written notes.
  • Responded to 80 phone calls daily in a fast-paced, high volume probation office,.
  • Collected loan documentation, answered phone calls, assisted branch manager with every day duties.
  • Answered all in coming phone calls, made and set appointments for branch manager.
  • Screened phone calls, emails, and fax inquiries and directed them as appropriate.
  • Answered incoming/outgoing phone calls* Assisted Broker with loan officers, files, and clients.
  • Answered phone calls and contacted with a diverse group of clients for appointments.
  • Processed and responded to all incoming communications, including phone calls and e-mails.
  • Responded to basic client and third party inquiries via phone calls and emails.
  • Maintained customer contact through phone calls, emails, and written letters.
  • Handled and screen telephone calls, routine mail and reallocated as required.
  • Handled follow-up phone calls with clients and provided proactive administrative support.
  • Answer phone calls/messages and communicate with clients on a regular basis.
  • Answer phone calls and assist customers with their loan questions.
  • Assist Loan Officer in returning phone calls when appropriate.
  • Answered phone calls, created and modified document.
  • Answer phone calls and transfer to designated officer.

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14. Necessary Documents

high Demand
Here's how Necessary Documents is used in Loan Officer Assistant jobs:
  • Label necessary documents on secure database according to gathered research data information.
  • Gather all necessary documents from borrower for processing.
  • Obtained the necessary documents from clients, and tracked their loans through the processing system to ensure on time closing.
  • Request necessary documents from borrower(s); Obtain homeowner insurance and title then submit file for underwriting.
  • Check out files and make available for the loan officer, and file necessary documents in loan files.
  • Probe and gather information for approval, insure all necessary documents are available for appointment.
  • Assist loan officers with completing loan application and collecting all necessary documents from the borrowers.
  • Establish appointments with clients to complete necessary documents and make copies of important documents.
  • Establish appointments with clients and meet them in order to complete necessary documents.
  • Assisted loan officers and processors with obtaining necessary documents to get loans approved.
  • Work with co-workers and attorneys to prepare necessary documents for loan closing.
  • Coordinated meetings and conference calls with clients to complete necessary documents.
  • Faxed reports to clients, printed necessary documents.
  • Collected all necessary documents for borrower pre-qualifications.
  • Perform data entry Request necessary documents for loan eligibility Reassure the client and make housing difficulties no longer a barrier

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15. New Clients

average Demand
Here's how New Clients is used in Loan Officer Assistant jobs:
  • Locked in loans for old clients, and new clients; submitted purchase transactions into NYLX database.
  • Developed marketing strategies to regain former clients, retain existing clients, and obtain new clients.
  • Answered all incoming call and e-mails, While also meeting with potential new clients.
  • Assist in finding new clients through net working and help in building customer database.
  • Reached agreement on program pricing and negotiated settlement of costs with new clients.
  • Assist Loan Officer in marketing efforts to current and new clients.
  • Assisted loan officer with creating new loans for new clients.
  • Assisted Loan Officer in contacting the new clients.
  • Love meeting new clients and making new relationships.
  • Called leads and solicited new clients.
  • Organized and tracked all active loans Recruited new clients using Leads 360.
  • Assist Processor in satisfying conditions Accompany Loan Officer in the field, meeting new clients and realtors.
  • Serve as an initial point of contact for all new clients .Perform cold colds to homeowners.

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16. Income Tax Returns

average Demand
Here's how Income Tax Returns is used in Loan Officer Assistant jobs:
  • Evaluated and analyzed income tax returns to establish qualifying income.
  • Analyzed personal income tax returns for self-employed borrowers.
  • Analyzed profit and loss statements and income tax returns for eligibility and profitability.
  • Analyze credit data and income tax returns to determine the degree of risk involved in extending credit or lending money.
  • Requested documents, such as income tax returns, bank account numbers, purchase agreement, property description, for verification.
  • Calculated customers' income using pay stubs, W2s, and income tax returns.

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17. Office Supplies

average Demand
Here's how Office Supplies is used in Loan Officer Assistant jobs:
  • Order office supplies according to administrative requirements Maintains and reconciles accounts/accounting data to prepare and analyze reports.
  • Maintained office equipment operation and adequate office supplies.
  • Managed office files and filing system, computer network system, office supplies, and assisted with the office daily operations.
  • Answered phones, welcomed clients to office, maintained files in order and kept office supplies and kitchen stocked.
  • Performed other clerical receptionist duties such as filing, photocopying, faxing, ordered office supplies, etc.
  • Ordered office supplies, new hire set up; computer, business cards and company systems.
  • Prepared applications, answered phones, ordered office supplies and assisted in any office tasks.
  • Assisted Manager with impromptu tasks and took charge of ordering and stocking office supplies.
  • Provide notary services, complete special projects, sort mail, and order office supplies
  • Maintain 100% accountability for over $64K in equipment and office supplies.
  • Order and upkeep of all office supplies, and coffee/tea supplies.
  • Ordered office supplies to accommodate everyone's needs in the office.
  • Maintained and ordered all office supplies, keys and equipment.
  • Requisition office supplies and monitor expenditures to adhere to budget.
  • Managed office supplies, and coordinated Loan Officer events.
  • Monitored and controlled purchasing of all office supplies.
  • Maintained inventory of office supplies and office equipment.
  • Maintain office supplies and provide exceptional customer service.
  • Scanned or faxed documentation to appropriate individuals Managed and implemented the ordering of all required office supplies.
  • Managed ordering of office supplies,submitted invoices for payment, created client and marketing files.

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18. Usda

average Demand
Here's how Usda is used in Loan Officer Assistant jobs:
  • Confirm, if, any party is disqualified from FHA, USDA, VA, or Conventional housing programs.
  • Have submitted and closed FHA, USDA, Conventional, THDA and Jumbo loans.
  • Originated VA, USDA, Conventional & FHA home loans and refinances.
  • Processed FHA and conventional loans (some USDA Rural Development).
  • Specialized in FHA, VA, Conventional, USDA and CHFA purchase loans.
  • Build relationships with business partners*Communicate with customers on documents needed for loan approval*Work with Conventional/FHA/VA/USDA loan programs.

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19. DU

average Demand
Here's how DU is used in Loan Officer Assistant jobs:
  • Provided executive level administrative support to Divisional and Senior Management, administrative support to Loan Officers and performed general office duties.
  • Authored concise credit memorandum including justifications for Eligibility, Duplication of Benefits, Credit, Collateral and Repayment ability.
  • Interviewed applicant to collect information to complete credit memorandum, establish expectations and manage applicant to meet deadlines.
  • Implemented skip tracing techniques to collect from members on delinquent/bad debt accounts and negotiated scheduled payment arrangements.
  • Developed Standard Operations Procedure for the lab to efficiently carry out achievement for future technicians.
  • Gathered all stipulated supportive documentation, and authorizations and disclosures according to product guidelines.
  • Researched FEMA records and contacted insurance company to identify possible duplication of benefits.
  • Applied dynamic administrative skills towards effectively managing appointments scheduling, documentation processing.
  • Coordinated internal and external meetings and heavy scheduling of conference rooms.
  • Worked independently, mailed out massive promotional material/advertising, met production.
  • Conducted financial analysis including personal & business tax returns analysis.
  • Worked with loan originator/production staff to secure all required documents.
  • Participate in business related activities, mixers and continuing education.
  • Worked alongside designated Loan officers in a productive environment.
  • Conduct application interviews and collect required documentation from clients.
  • Coordinated with closing departments to ensure accurate settlement schedule.
  • Conducted office appointments with individuals on probation.
  • Coordinated and scheduled meetings and telephone conferences.
  • Maintained knowledge of products and continuing education.
  • Established productivity levels and turnaround times.

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20. Loan Origination

average Demand
Here's how Loan Origination is used in Loan Officer Assistant jobs:
  • Prepare and review documents pertinent to commercial loan origination.
  • Maintain updates in Loan Origination System to ensure that the current status is readily available to all parties.
  • Assisted Loan Consultant in all aspects of loan origination/production, CVL, FHA, Jumbo products.
  • Reviewed the loan officer s pipeline reports and loan origination system for adherence to scheduling requirements.
  • Supported a team in the loan origination process as well as performed daily administrative tasks.
  • Worked in both AVISTA and Encompass Loan origination systems while at MVB Mortgage.
  • Document all client conversations in loan origination software and provide timely follow up.
  • Assisted in the real estate loan origination department on a contract assignment.
  • Worked closely with loan origination sources to secure financial products for clientele.
  • Input loan application data provided into the loan origination software and/or Encompass.
  • Assisted five loan officers in all aspects of loan origination and processing.
  • Played a key role in loan origination and loan processing activities.
  • Managed the loan origination process from application through loan closing.
  • Assist Loan Officer to ensure a smooth loan origination process.
  • Monitor assigned loans in loan origination system for action.
  • Manage entire loan process from loan origination to funding.
  • Assisted Loan Officer from loan origination to close.
  • Input loan information into Loan Origination Software.
  • Support loan Origination Officer & clients.
  • Assist top producer in loan origination.

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21. Underwriting Guidelines

average Demand
Here's how Underwriting Guidelines is used in Loan Officer Assistant jobs:
  • Created easy access underwriting guidelines among all brokered lending sources, increasing efficiency in placing brokered loans.
  • Ensured compliance with company policies, underwriting guidelines and lending program requirements.
  • Review borrower and property documentation for acceptability to underwriting guidelines.
  • Stack loan according to particular company underwriting guidelines.
  • Evaluated underwriting guidelines that established customer eligibility.
  • Performed detailed review and credit analysis of mortgage loans to ensure the loans meet established underwriting guidelines within delegated lending authority.

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22. Client Information

average Demand
Here's how Client Information is used in Loan Officer Assistant jobs:
  • Interviewed and prepared contextual client information for Federal Court.
  • Verified client information, including employment, income, HOI, citizenship, and Veteran's status.
  • Maintained Excel spreadsheets on client information as well as the Branch Manager s marketing database.
  • Handle a large volume of private client information.
  • Balanced client information with three probation officers.
  • Collect client information when data is missing.
  • Update client information and contact list.
  • Uploaded client information into escrow folders.
  • Complied with regulatory requirements Maintained strict confidentiality of bank records and client information.
  • Gathered confidential client information for verification of loan documents Verified clients credit Notarized loans documents

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23. Financial Status

average Demand
Here's how Financial Status is used in Loan Officer Assistant jobs:
  • Analyzed applicants' financial status, credit records and evaluated properties to determine loan qualification.
  • Input data to maintain the current fees and financial status of each loan type.
  • Call clients and take personal information regarding their homes and financial status.
  • Track financial status of contracts by monitoring variances.
  • Calculated borrower's income, analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Analyzed applicant's financial status, credit and property valuation to determine loan feasibility adhering to federal and state guidelines.

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24. Calyx

average Demand
Here's how Calyx is used in Loan Officer Assistant jobs:
  • Inputted information into Calyx system with all information.
  • Input borrowers information into Calyx Point LOS, created initial loan documentation to be signed 2.
  • Track loans through the process and update dates and conversation log in Calyx Point.
  • Used Calyx Point and DU/LP to get findings.
  • Use of Calyx software (Point) & Encompass.
  • Experience with Calyx Point, ACT, and Encompass Experience with FHA, residential, commercial, and new construction loans
  • Input file on Calyx Point and Encompass (computer programs) Meet with clients to complete 1003 and disclosures.
  • Gather confidential information and prepared accounts for potential clients for both refinances and home purchases on calyx point.

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25. Nmls

average Demand
Here's how Nmls is used in Loan Officer Assistant jobs:
  • Licensed Loan Coordinator / Loan Officer Assistant /CA BRE #02015492 /NMLS #1527879 Provided support to busy mortgage consultant.
  • Passed the NMLS Safe Exam needed to become a Mortgage Loan Officer.
  • Completed DRE and NMLS online schooling in one week.
  • Completed 20 hours of NMLS MLO licensing classes
  • Obtained my NMLS # 1429230 Applied for and obtained Notary for the office.
  • Conducted an efficient quality control system Validating NMLS, LDP, GSA ordering taxtranscripts and social verifications, also verified employment.

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26. VOE

average Demand
Here's how VOE is used in Loan Officer Assistant jobs:
  • Order Title Work, Appraisals, Transcripts, VOE s and other documents pertinent to the file.
  • Submit loans and lock rates, order appraisals, homeowner Insurance, VOE, and VOR.
  • Order title work, HOINS, VOE's for borrower upon submission of executed sales contract.
  • Ordered VOE s, VOR s, VOD s. Opened title, ordered appraisals, Inspections if needed.
  • File all loan files per sub-division Order VOE, VOD & VOR's
  • Help PA with any VOE's and transcript issues.
  • Request tax transcripts, Condo/Co-Op questionnaires, WVOE's, VOR's and any other verifications or documents that are needed.
  • Verified VOE,VOD and FHA and VA case numbers, ordered appraisals.
  • Ordered Title, Appraisal, 4506 Transcripts, FHA case #, HOI, and Verifications such as VOE, VOR.

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27. Processing Department

average Demand
Here's how Processing Department is used in Loan Officer Assistant jobs:
  • Collected and reviewed documentation to ensure completeness for submission to the processing department.
  • Gathered and verified required customer information for submission to processing department.
  • Verified taxes and insurance, ordered title commitments and input loan information prior to sending the files to the processing department.
  • Check processing department batching the tellers' daily deposits for submission to the clearing house.
  • Reviewed all company disclosures and 1003 prior uploading full file to the processing department.
  • Work closely with the processing department and assist with follow up items needed.
  • Acted as a liaison between the Loan Officer and the Processing Department.
  • Prepared loan packages accurately and efficiently to go to the Processing Department.
  • Prepared loan packages for submission to the processing department.
  • Coordinate closing dates with processing department.
  • File submission to Processing department.
  • Worked closely with the loan processing department regarding pricing and loan qualifications in a timely manner.

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28. Interest Rates

average Demand
Here's how Interest Rates is used in Loan Officer Assistant jobs:
  • Gathered daily lender information for updated programs and interest rates.
  • Track mortgage loans through closing and answers customer questions regarding status of files, interest rates, and underwriting requirements.
  • Audit loan file, lock interest rates, disclosure to clients & collection of documents based on automated UW findings.
  • Gathered necessary mortgage information to be processed in order to offer them lower interest rates and or mortgage payment.
  • Determined appropriate interest rates, issuance of disclosures, overage and underage waivers and fee waivers.
  • Consulted loan applicants daily on financial background, security, interest rates, and CPB products.
  • Collaborated with bank representatives for interest rates and researched the best scenarios for customers.
  • Worked up closing cost estimates, quoted and locked interest rates.
  • Solicited homeowners to refinance their home at lower interest rates.
  • Locked Mortgage Interest Rates for Prime, & Alt-A Loans.

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29. Desktop Underwriter

average Demand
Here's how Desktop Underwriter is used in Loan Officer Assistant jobs:
  • Review Desktop Underwriter findings and match documents to it.
  • Administered automated underwriting system (Desktop Underwriter) Locked mortgage loan rates and advised loan officer if an extension was needed.
  • Structure loan products, runDesktop Underwriter/ Loan Prospector to ensure loans pass guidelines.
  • Used Desktop Underwriter and Loan Prospector findings to determine eligibility and documents needed for Underwriter approval.
  • Reviewed automated Desktop Underwriter loan application findings, and verified net benefits to members.
  • Utilized Desktop Underwriter / Loan Prospector automated underwriting to confirm adherence to guidelines parameters.

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30. Respa

low Demand
Here's how Respa is used in Loan Officer Assistant jobs:
  • Ensured organization met TILA/RESPA Integrated Disclosure compliance standards.
  • Ensured file set up is accurate, efficient, and meets all compliance standards for submission including RESPA and REG Z.
  • Prepare closing disclosures and verify the accuracy of fees to mitigate TRID, RESPA, and ECOA Violations.
  • Maintained awareness of all Federal and state compliance laws such as RESPA, TILA, ECOA.
  • Reviewed documents and ensured all applicable disclosures were in loan file according to RESPA guidelines.
  • Check RESPA for compliance and re-disclose for any loan changes or fee corrections.
  • Work with customers to assist in online RESPA/disclosure completion and DocuSign instructions.
  • Clear understanding of the current RESPA laws, TRID and guidelines.
  • Verify RESPA and ECOA requirements have been met.
  • Complied with HMDA and RESPA regulations.
  • Reviewed multi-branch, daily lock reports ensuring updated GFE/TILS have been reviewed, printed and mailed per RESPA.

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31. AUS

low Demand
Here's how AUS is used in Loan Officer Assistant jobs:
  • Submitted complete files to processing based on investor and/or AUS requirements to get ready for submission to underwriting department.
  • Conducted thorough analysis of all FHA, VA, Conventional and Non-Conventional loans whether through AUS or Manual Pre-Underwriting.
  • Profiled and observed drug exchanges which established probable cause leading to the processing and arrest of the suspects involved.
  • Received and assessed all new reopening requests and, if good cause existed, proceeded with case adjudication duties.
  • Prepare GFE, Fee worksheet and all disclosures, order appraisal, run credit, and run AUS findings.
  • Reviewed Credit Ratings, Credit Bureaus and verified credit worthiness of applications sent in by auto dealers.
  • Verify borrower information by calling or writing credit bureaus, employers, and other independent sources.
  • Review Application and check ratios, and verify of AUS or LP Findings on Encompass.
  • Access Automated Underwriting Systems (AUS) being used for FHA insured mortgage processing.
  • Reviewed the application for completeness and ran AUS to ensure loan is eligible.
  • Prepped files for closing by requesting flood determinations and insurance loss payee clauses.
  • Prepare and submit loans through the AUS underwriting system prior to submission.
  • Review TBD Files, run AUS Findings and submit to Underwriters.
  • Run AUS findings and prepare the Initial Fee Worksheet.
  • Ensured all conditions were met before sending loan thru AUS for approval and submissions to underwriting.
  • Aided Inventory Management with ordering and receiving retail that is relatable to the cause or mission of the Fund.

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32. Client Database

low Demand
Here's how Client Database is used in Loan Officer Assistant jobs:
  • Developed and maintained marketing plans for existing client database.
  • Maintained up-to-date client database and referrals.
  • Developed and updated client database.
  • Maintained client databases and organized marketing campaigns using programs such as Microsoft Word, Excel, Outlook and Loan Tool Box.
  • Assisted in processing loans, organizing and updated client database, and creating brochures, letters, and spreadsheets.
  • Maintained files, created client database spreadsheets and produced mass mailings.
  • Maintained Branch Manager's client database via her Marketing Portal.
  • Implement marketing campaigns to prospective and past client database.
  • Maintained marketing plans to existing client database.
  • Manage client database, generate mailings.
  • Maintain client database and calendar.
  • Consulted with clients to assist them with credit restoration; develop and maintain client database ( I.e.

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33. New Accounts

low Demand
Here's how New Accounts is used in Loan Officer Assistant jobs:
  • Interviewed new account applicants for eligibility and cross-selling products while opening new accounts.
  • Assisted customer service representative with new accounts and organizing files.
  • Handled varied duties that included processing loan requests, selling protection products, opening new accounts, and assisting members.
  • Opened new accounts, sold travelers checks and money orders.
  • Supported loan officer in opening new accounts and updating existing.
  • Opened new accounts that were approved by manager.
  • Maintained public relations via extensive outside business contacts with realtors, and small businesses as necessary to generate new accounts.
  • Bank Clerk New Accounts Confidential Employee
  • Approve documents to open new accounts (KYC - W8 - Signature Card - Id's and P.O.A.

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34. Insurance Companies

low Demand
Here's how Insurance Companies is used in Loan Officer Assistant jobs:
  • Communicated with Hazard Insurance companies to ensure adequate coverage was maintained.
  • Established partnerships with select insurance companies for referrals.
  • Assist clients in the loan refinancing process by contacting financial institutions as well as insurance companies
  • Obtain proof of insurance from various insurance companies.
  • Worked with title offices, realtors, insurance companies, to insure loans closed on time.
  • Coordinated with underwriters, insurance companies and other financial institutions to obtain accurate loan payoff amounts.

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35. Scheduling Appointments

low Demand
Here's how Scheduling Appointments is used in Loan Officer Assistant jobs:
  • Enriched customer relations and maintained workflow by managing office phones and scheduling appointments.
  • Assisted loan officer in scheduling appointments, assisted borrowers with questions, concerns and status of loanprocess.
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.

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36. Client Files

low Demand
Here's how Client Files is used in Loan Officer Assistant jobs:
  • Assisted loan officers with preparation, organization and data entry of all client files.
  • Coordinate, manage, and monitor client files within a desirable time frame.
  • Pull information from client files to compose an individual closing collateral file.
  • Developed and processed pipeline reports and maintained up to date client files.
  • Perform credit checks and start new client files.
  • Updated client files after court rulings.
  • Prepared reports for courts Maintained client files Attended and was a member of ICA

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37. Potential Customers

low Demand
Here's how Potential Customers is used in Loan Officer Assistant jobs:
  • Maintained marketing database and promotional communication with customers and potential customers.
  • Coordinated and managed marketing to current clients and potential customers.
  • Contributed to branch sales and service goals by establishing relationships with current and potential customers.
  • Initiated mortgage and refinance process with potential customers by following up on email inquiries.
  • Schedule appointments with potential customers for the loan officer(s).
  • Served as a second contact point for present and potential customers.
  • Handled all calls, and potential customers.
  • Set appointments for Loan Officers as needed and maintain positive relations with all costumers, potential customers, and co-workers.
  • Created and mailed marketing flyers to customers and potential customers.
  • Assist with generation of sales and potential customers * Update Customer and Professional Databases (Excel) * Disclose Customer Application Packages

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38. Fannie MAE

low Demand
Here's how Fannie MAE is used in Loan Officer Assistant jobs:
  • Collect and organized sales and listing data for files, assembled all data in accordance with Fannie Mae and FHA guidelines.
  • Run Freddie Mac Loan Prospector (LP) and or Fannie Mae Desk Underwriter (DU) for eligibility.
  • Assemble all data in accordance with Fannie Mae and FHA guidelines.
  • Structured loans per Fannie Mae and Freddie Mac underwriting programs.
  • Analyzed loan documentation to verify eligibility based on Fannie Mae & Freddie Mac conventional and non-conventional investor guidelines.
  • Read and understand desktop underwriter to obtain necessary documentation from the member to meet Fannie Mae eligibility requirements.

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40. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Loan Officer Assistant jobs:
  • Performed moderate complex administrative tasks for management, provided support for large projects managed by others.
  • Supported operations by completing additional administrative tasks as needed.
  • Perform other support/administrative tasks as requested.
  • Worked as virtual assistant to senior loan officer to assist with all administrative tasks.
  • Work with management and MLO's for any administrative tasks needed.

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41. Expense Reports

low Demand
Here's how Expense Reports is used in Loan Officer Assistant jobs:
  • Expense reports for both branch managers on excel and sent them into corporate on time every week.
  • Prepare expense reports for loan originators and submission for approval.
  • Create and submit expense reports in behalf of Vice President.
  • Handled expense reports for 3 loan officers.
  • Submitted expense reports for the Loan Officer.
  • Managed calendars and expense reports.
  • Assisted the agent in making better financial decisions by creating monthly budgets and expense reports every month.
  • Completed expense reports for all loan officers Created marketing brochures and power point presentations to promote business.
  • Maintained expense reports, prospective leads, and realtor relationships.

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42. Different Types

low Demand
Here's how Different Types is used in Loan Officer Assistant jobs:
  • Processed different types of loans, created files for federal/state and county laws.
  • Explained to clients the different types of loans and credit options that are available as well as terms of services.
  • Explain the different types of loans and credit options, as well as the terms of those products.
  • Negotiated different types of mortgage products according to client's needs and qualifications.
  • Explain to customers the different types of loans and credit options available.
  • Used different types of automated underwriting systems like CLUES, DU, and LP.

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43. HUD

low Demand
Here's how HUD is used in Loan Officer Assistant jobs:
  • Prepare borrowers for signing documentation-review HUD 1 statement with borrowers.
  • Confirmed HUD accuracy and communicated closing process with borrower.
  • Coordinated closings and approved HUD-1 Settlement statements.
  • Examined executed closing documents for accuracy and completeness, paying detailed attention to fees and charges on the HUD-1 Settlement Statement.
  • Reviewed HUD-I settlement statement for accuracy, instructed escrow to make any necessary corrections, and gave final approval.
  • Corresponded with settlement agents to request title work, schedule closings, and approve settlement statements (HUD-1).
  • Reviewed loans documents and shipped them out to our investors and to HUD to insure the loan.
  • Reviewed the HUD-1 to make sure it matched with all documents given to the borrowers.
  • Reviewed HUD for firm fees monitoring excess credit will not be a concern at closing.
  • Prepared and packaged funded loans to ship to investors while insuring loans through HUD.
  • Go over sales contract and lot release percentage and review HUD.
  • Cut closing checks and distribute closing packages and HUD's.
  • Prepare files closing along with reviewing preliminary HUD1 for accuracy.
  • Worked with Closing Dept and Escrow to perfect Estimated HUD-1
  • Review and approve preliminary HUD's.
  • Reviewed HUDs and helped guide borrowers through the closing process.
  • Have experience with Hud's and settlement statements.
  • Approve the hud-1, closing, and funding.
  • estimated HUD, preliminary title report, closing protection letter and wire instructions).

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44. Credit Checks

low Demand
Here's how Credit Checks is used in Loan Officer Assistant jobs:
  • Assisted customers and clients with loan approvals, qualifications, credit checks and general inquiries over the phone and in person.
  • Assisted with loans, received payments, credit checks, called clients.
  • Performed credit checks and approvals, file management and loan closings.
  • Conducted credit checks, obtained verifications, typed documents, calculated ratios for loan officer review and approval.
  • Assist Loan Officer in taking applications, running credit checks, gathering documentation from clients for loan processing.
  • Verify client employment status, credit checks, analyze and audit required paperwork to submit to outside lenders for approval.

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45. Financial Documents

low Demand
Here's how Financial Documents is used in Loan Officer Assistant jobs:
  • Streamlined loan processing by analysis and compilation of credit history and relevant financial documents.
  • Collected and assembled financial documents and loan application forms.
  • Prepared financial documents for loan processing.
  • Assisted with completing home & business loan applications (paper & electronic loan applications) including financial documents needed for processing.
  • Analyzed financial documents such as tax returns, pay statements, and bank statements for mortgage eligibility.
  • Evaluate financial documents, work with Processing Department and Underwriter to complete loan packages.
  • Assisted loan officers in reviewing financial documents and creating a loan applicant database.
  • Collect and organize borrower financial documents and data for loan submission.
  • Developed financial documents such as balance sheets and income and expense projections for farm businesses.
  • Bank of Communication - Xinyu, China Reviewed and organized enterprise's financial documents.

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46. Monthly Reports

low Demand
Here's how Monthly Reports is used in Loan Officer Assistant jobs:
  • Compiled information, prepared daily/weekly/monthly reports, and managed projects.
  • Generated weekly and monthly reports for builder loan status.
  • Created monthly reports on loan production and goals.
  • Processed and maintained monthly reports for new, existing and delinquent loan accounts under Federal Perkins regulatory directions.
  • Maintained monthly reports detailing account status.
  • Assist in preparation of monthly reports, included but not limited to compiling program statistics, and typing of general correspondence.

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47. Additional Information

low Demand
Here's how Additional Information is used in Loan Officer Assistant jobs:
  • Processed and submitted application documents and followed up on any additional information needed to complete the application.
  • Obtained additional information as needed to complete reports on sensitive or special management communications and projects.
  • Prepared mortgage loan file by reviewing loan application; clarifying or obtaining additional information.
  • Coordinated the request of additional information required from the customer.
  • Called to verify and obtain additional information when necessary.
  • Reviewed applications and requested additional information as needed.
  • Requested additional information from borrower's as needed.
  • Contacted clients for additional information needed.

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48. Necessary Information

low Demand
Here's how Necessary Information is used in Loan Officer Assistant jobs:
  • Acquire necessary information to obtain loan decisions.
  • Order all necessary information to complete loan packages.
  • Provided all the necessary information for Senior Leaders to analyze, review and make decisions on the officers that were promotable.
  • Organized and provided documents, reports and necessary information to loan officers and external clients.
  • Obtained necessary information to process and complete loan files, while ensuring accuracy and compliance under existing underwriting guidelines.
  • Managed participation loans including gathering necessary information to prepare loan documents for commercial and commercial real estate loans.

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49. Property Evaluations

low Demand
Here's how Property Evaluations is used in Loan Officer Assistant jobs:
  • Analyze applicants' financial status, credit worthiness, and property evaluations to determine appropriate loan product eligibility.
  • Analyze customer's financial status, approve credit applications, and conduct property evaluations to determine loan eligibility.
  • Analyzed customers financial statuses, credit and property evaluations to determine the feasibility of refinancing/and or purchase options.
  • Analyze applicant's financial status, credit and property evaluations to determine feasibility for granting modification programs.
  • Analyzed employment status, credit worthiness, and property evaluations to determine feasibility of loan approval.
  • Analyzed applicants' credit histories, financial status and property evaluations to determine credit worthiness.

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50. Ensure Accuracy

low Demand
Here's how Ensure Accuracy is used in Loan Officer Assistant jobs:
  • Reviewed all documents to ensure accuracy and compliance with regulatory requirements.
  • Reviewed mortgage applications to ensure accuracy.
  • Obtained client signatures on documents and reviewed all documents to ensure accuracy and compliance.
  • Communicated with various companies to obtain property abstract, survey, and appraisal information to ensure accuracy and expedited loan processing.
  • Reviewed and analyzed all areas of the mortgage application to ensure accuracy, completeness and compliance with internal and regulatory guidelines.
  • Reviewed and analyzed all areas of the mortgage loan application to ensure accuracy, completeness and performed independent research when necessary.

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20 Most Common Skill for a Loan Officer Assistant

Loan Portfolio17%
Loan Applications15.7%
Financial Statements10.3%
Customer Service7.2%
Credit Reports7.2%
Order Appraisals6.7%
Borrowers5.8%
Real Estate4.6%

Typical Skill-Sets Required For A Loan Officer Assistant

RankSkillPercentage of ResumesPercentage
1
1
Loan Portfolio
Loan Portfolio
14.3%
14.3%
2
2
Loan Applications
Loan Applications
13.3%
13.3%
3
3
Financial Statements
Financial Statements
8.7%
8.7%
4
4
Customer Service
Customer Service
6.1%
6.1%
5
5
Credit Reports
Credit Reports
6%
6%
6
6
Order Appraisals
Order Appraisals
5.7%
5.7%
7
7
Borrowers
Borrowers
4.9%
4.9%
8
8
Real Estate
Real Estate
3.9%
3.9%
9
9
Va
Va
3.6%
3.6%
10
10
Escrow
Escrow
2.7%
2.7%
11
11
Title Companies
Title Companies
2.7%
2.7%
12
12
Data Entry
Data Entry
2.3%
2.3%
13
13
Phone Calls
Phone Calls
1.9%
1.9%
14
14
Necessary Documents
Necessary Documents
1.8%
1.8%
15
15
New Clients
New Clients
1.7%
1.7%
16
16
Income Tax Returns
Income Tax Returns
1.1%
1.1%
17
17
Office Supplies
Office Supplies
0.9%
0.9%
18
18
Usda
Usda
0.9%
0.9%
19
19
DU
DU
0.9%
0.9%
20
20
Loan Origination
Loan Origination
0.9%
0.9%
21
21
Underwriting Guidelines
Underwriting Guidelines
0.8%
0.8%
22
22
Client Information
Client Information
0.8%
0.8%
23
23
Financial Status
Financial Status
0.8%
0.8%
24
24
Calyx
Calyx
0.7%
0.7%
25
25
Nmls
Nmls
0.7%
0.7%
26
26
VOE
VOE
0.6%
0.6%
27
27
Processing Department
Processing Department
0.6%
0.6%
28
28
Interest Rates
Interest Rates
0.5%
0.5%
29
29
Desktop Underwriter
Desktop Underwriter
0.5%
0.5%
30
30
Respa
Respa
0.5%
0.5%
31
31
AUS
AUS
0.5%
0.5%
32
32
Client Database
Client Database
0.5%
0.5%
33
33
New Accounts
New Accounts
0.5%
0.5%
34
34
Insurance Companies
Insurance Companies
0.5%
0.5%
35
35
Scheduling Appointments
Scheduling Appointments
0.5%
0.5%
36
36
Client Files
Client Files
0.5%
0.5%
37
37
Potential Customers
Potential Customers
0.5%
0.5%
38
38
Fannie MAE
Fannie MAE
0.5%
0.5%
39
39
Legal Documents
Legal Documents
0.5%
0.5%
40
40
Administrative Tasks
Administrative Tasks
0.5%
0.5%
41
41
Expense Reports
Expense Reports
0.5%
0.5%
42
42
Different Types
Different Types
0.5%
0.5%
43
43
HUD
HUD
0.4%
0.4%
44
44
Credit Checks
Credit Checks
0.4%
0.4%
45
45
Financial Documents
Financial Documents
0.4%
0.4%
46
46
Monthly Reports
Monthly Reports
0.4%
0.4%
47
47
Additional Information
Additional Information
0.4%
0.4%
48
48
Necessary Information
Necessary Information
0.4%
0.4%
49
49
Property Evaluations
Property Evaluations
0.4%
0.4%
50
50
Ensure Accuracy
Ensure Accuracy
0.4%
0.4%

19,972 Loan Officer Assistant Jobs

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