Loan Officer Assistant Full Time NEW

Company Description

Barrett Financial Group LLC is dedicated to guiding customers through the mortgage loan process, with a mission to make the journey personalized and seamless. Operating across a wide number of states, our team focuses on tailoring services to meet the unique needs of each client while ensuring they understand every step of the process. Empowering our team with the “Make it happen” motto, we foster a collaborative and results-driven environment. Located in Chandler, AZ, we are an Equal Housing Opportunity provider and maintain strict adherence to regulatory guidelines for lending. Our commitment is to provide exceptional service and assist clients in achieving their homeownership goals.

Role Description

This is a part-time, hybrid role for a Loan Officer Assistant based in Citrus Heights, CA, with opportunities to work from home. The Loan Officer Assistant will provide administrative support to Loan Officers, assist in gathering and reviewing borrower documentation, and collaborate with underwriting teams. Day-to-day responsibilities include maintaining client communication, preparing loan files, scheduling appointments, and ensuring all required paperwork is completed accurately and within deadlines.

Qualifications

• Strong understanding of the Mortgage Industry and experience working alongside Loan Officers.
• Proficiency in Underwriting processes and document analysis.
• Experience in Customer Service and maintaining client relationships.
• Excellent Communication skills, both verbal and written, to interact with clients and team members effectively.
• Basic understanding of industry-related software and tools is a plus.
• Ability to work independently and adapt to a hybrid work environment.
• Relevant certifications or coursework in mortgages, finance, or a related field is desirable.