Loan Officer Assistant

Clients pay a flat annual fee, and the firm takes no commissions. Mortgage brokers in Indiana send us loans to underwrite, close and fund. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

About the role

Southside Wealth Management is looking for a Loan Officer Assistant to join a small, steady team. Supported by a processor and a loan officer assistant. This role is fully remote within the US. Standard office hours, Monday to Friday, with flexibility around them. Clear written English is a must, as the team works across time zones.

Job duties

• Explain rates, points, closing costs and loan terms clearly.
• Build referral relationships with real estate agents, builders and financial planners.
• Review credit reports and recommend loan programs that fit the borrower.
• Attend open houses, agent office meetings and homebuyer seminars.

What you'll need

• 1+ years of mortgage lending experience.
• Self-motivated, with a plan to generate your own leads.
• Comfortable with income calculations for W-2 and self-employed borrowers.
• Available for evening and weekend calls during busy periods.

Desirable

• Spanish fluency.
• Optimal Blue pricing engine experience.
• Bachelor's degree in finance or business.

Why work with us

$47,000 - $63,000 per year

• Medical, dental and vision insurance.
• 401(k) with 4% match.
• Three weeks of PTO to start.
• $1,000 home office setup budget.
• Annual bonus.
• Employee assistance program.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Southside Wealth Management LLC.