Client Direct Mortgage ?? Licensed Loan Officer Assistant ?? Walnut Creek, CA
Posted 2025-04-22Job title: Licensed Loan Officer Assistant
Company: Client Direct Mortgage
Job description: Client Direct Mortgage is a nationwide direct lender and innovative mortgage company expanding its Processing Team. Our focus is to provide borrowers with competitive rates, fast closings, and excellent customer service.
Responsibilities
?? Assist loan officer in setting up new loan files.
?? Assure files are meeting SLA requirements.
?? Notify and/or assist loan officers in resolving SLA violations
?? Speak with investor account executives to gain high subject matter knowledge on products offered
?? Achieve a high subject matter level on renovation loans.
?? Assist with structuring loans.
?? Satisfy tickets relating to pricing or scenarios issued by loan officers.
?? Assist Loan Officers in pricing out scenarios.
?? Continuously communicate with investors to stay on top of new loan products.
?? Follow up with stale or canceled files to see if opportunities exist to the resale client.
Qualifications
?? NMLS License
?? 2 years of experience
?? Understand loan process file flow.
?? Understand the required documents for refinance and purchase loans.
?? Loan product knowledge a plus
?? Desire to learn new loan products.
Schedule
?? In-office possible remote one day per week
Salary
?? Competitive salary
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Location: Walnut Creek, CA
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