Job Description

Are you a mortgage professional looking for a stable, salaried position in the mortgage industry where you can help clients achieve their goal of homeownership without having to hunt for new business or have the stress of living 100% on commission? We are looking for someone who thrives on teamwork, enjoys helping people get mortgage- ready, and wants to be part of a high-performing, supportive team. This Loan Assistant will focus on meeting with clients applying for a loan, reviewing income, credit, and using their mortgage skills to structure loans, convert, and retain clients. Delivering an outstanding client experience is a must in this role. Our ideal applicant is experienced in qualifying clients and structuring loans. They are a hard- working, detail-oriented team player who ensures that every borrower feels cared for and confident through each step of the process. Experience in the Broker channel is a must. Responsibilities:

• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Screen and make calls, book appointments and provide administrative support as needed
• Onboards and manages ALL new leads. Figure income and run pricing to get the client ready to be pre-approved
• Handles pre-qualification, pre-approval, and pipeline, runs DU/LP
• A self-starter who takes ownership and gets things done
• An excellent communicator who cares about clients
• Someone who thrives in a fast-paced environment and values accuracy
• Personal and professional. You're the voice clients remember
• A team player who supports the loan officer and communicates with confidence
• Detail-driven, accountable, and proud of your work

Qualifications:

• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• High school diploma or equivalent required. College degree in finance or banking preferred
• 2-3 years of professional office environment and administration or mortgage experience preferred
• Highly motivated and goal-oriented with excellent customer service and communication skills
• NMLS license

About Company: At Neely Lending Group, we understand that choosing a mortgage lender can be a daunting task. We pride ourselves on being a preferred lender. Our commitment to providing exceptional customer service is surpassed only by our dedication to offering competitive mortgage solutions for both first-time homeowners and seasoned real estate investors. Our highly skilled mortgage brokers can guide you through the complex mortgage process with ease. If you're looking to buy a home or refinance your existing mortgage, our team located in the Nashville, TN area is here to help.

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