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Mortgage and Real Estate Assistant

Company: Fox And Company Inc
Location: Santa Rosa
Posted on: June 6, 2021

Job Description:

Job Description Job Description Seeking professional and dynamic person to work in a small boutique brokerage and be part of a team. Performs the daily functions connected with loan processing and office management and marketing. Effectively processes loans in accordance with company policies and procedures. The duties for Processor include, but are not limited to, those described below.+ Verifies, compiles, and inputs/updates application information for mortgage loans.+ Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type, and amount of mortgage applied for including but not limited to borrower credit, assets, liabilities, and length of employment + Is able to run AUS after application data is confirmed to be accurate and meets guidelines + Is able to order verifications (income, assets, credit, liabilities) to verify accuracy of information stated on loan application + Is able to complete and generate various loan application forms/disclosures for borrowers + Is able to order title work, insurance, condo docs for approval, appraisals, and any other property related items required for the loan + Is able to perform necessary follow up on any items required for the loan in a timely manner (i.e....title, insurance, appraisal, loan conditions from borrower, etc.) + Informs supervisor and/or Loan Originator of discrepancies on any loan documentation provided or ordered + Uses all required Checklists for Underwriting and Closing Departments + Performs other related duties as assigned by Processor, Lead Processor, or Branch Manager Experience: + Two or more years or + Junior Processor or LOA. Skills: Friendly, well spoken, customer service oriented. Ability to make sound judgments regarding the resolution of customer service issues + Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative + Ability to handle detailed assignments and maintain confidentiality + Excellent communication and interpersonal skills + Organizational skills necessary to prioritize workload Job Duties: Loans: Monitor deadlines and provide notices to appropriate parties when necessary Know items to request and what to look for with clients documents for completeness Send needs list and be able to efficiently print and stack file Work with third party companies How to take a loan application over the phone How to pull credit How to use loan application software Set up Disclosures Appraisal management Submitting loans Working on loan conditions DocuSign Requesting CDS Request loan docs Ordering pay-offs and credit supplements Matching closing statements to lenders systems and our software system Learning lenders websites Close out procedure Take instruction and training from processing manager Assist processing manager with daily functions Assist other loan officers/brokers in the office or over the phone Assist owner with any loan needs Real estate: Assist owner with anything real estate related Monitor deadlines and provide notices to appropriate parties when necessary Coordinate showings Assist at open houses Show property Do walkthroughs with clients Complete AVIDs Handle requests for repairs with third parties Draw up contracts and other real estate disclosure forms 2 Office: Deliver concierge-level customer service to sellers, buyers, and lenders to improve customer satisfaction ratings Answer phones and doors, and emails throughout the day ability to multi-task Manage front and rear office doors Handle couriers, fed-ex, ups, deliveries, outgoing mail, check incoming mail and drop box a few times per day Dealing with correspondence, complaints and queries Open boxes for deliveries and put away Keep all office supplies organized Organizing company events or conferences Daily Ordering stationery and furniture.
Daily procedures empty trash bins, Shred-it bins, water ordering/management, supply ordering, Shred-it management, sanitizing work stations and doors, office open and closing protocol Making sure all printers and computers are working properly, direct communication with third party vendors and it companies Marketing: Produce all marketing materials including brochures, flyers, online marketing, social media posts, etc. to continuously build our brand: 2-3 weekly Instagram/ Facebook posts Create content, manage users etc.
writing reports, company brochures and similar documents Create real estate flyers Create marketing loan flyers Develop and execute marketing campaigns- Work on add campaigns with third parties Organizing and hosting presentations and customer visits Assisting with promotional activities Job Type: Full-time Pay: $20.00 - $25.00 per hour Job Types: Full-time, Internship Pay: $20.00 - $25.00 per hour

Keywords: Fox And Company Inc, Santa Rosa , Mortgage and Real Estate Assistant, Other , Santa Rosa, California

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