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Mortgage Advisor Production Assistant

Opes Advisors, a Division of Flagstar Bank, developed the first real estate decision technology to fuse mortgage lending services with financial advice, providing clients with a personal financial model that empowers more effective home buying decisions. With the added strength of Flagstar Bank, the fifth largest bank mortgage originator, Opes Advisors delivers local expertise with its competitively priced mortgage programs, along with financial planning and investment services from its Wealth Management division. Opes Advisors has over 39 retail locations in California, Oregon, and Washington and has expanded its ability to provide service across the nation.

 

POSITION DESCRIPTION

This role will be partnering with one or more Mortgage Advisor’s on their pipeline to help them communicate with their clients through the loan process from application to close.

  • Assist the Mortgage Advisor with all tasks related to loan production to include loan application and origination, coordination with processing and operations teams, and working with customers
  • Organization of mortgage application documentation; ordering credit reports, appraisals, title reports
  • Scheduling appointments with clients, Realtors and vendors – help to manage Advisor’s calendar
  • Administrative work includes requesting and reviewing documents from clients, sending documents for signature and monitoring receipt of same, organizing documents and working with Advisor and internal staff with file management
  • Accurate and timely completion of mortgage loan applications and other documents
  • Effectively communicating and managing client timelines
  • Manage the MA’s database ensuring accurate information is maintained
  • Coordinate with marketing staff for marketing projects

QUALIFICATIONS

  • Must have good working knowledge of current mortgage lending processes, underwriting, compliance and regulatory requirements
  • Must be a self-starter and self-motivated to meet job expectations and goals
  • Ability to prioritize and manage multiple deadlines.
  • Possess superior customer service skills
  • Must be organized and responsible and able to use good judgment
  • Ability to learn and operate technical systems and programs quickly
  • Knowledge of Encompass preferred
  • Excellent attention to detail
  • Excellent written and verbal communication skills
  • Superior Internal/External customer service skills
  • Ability to multi-task and work in a fast pace environment
  • Ability to work independently, as well as part of a team
  • Effective and responsive telephone etiquette

EDUCATION/EXPERIENCE

  • 2+ year current mortgage loan processor experience
  • Proficiency in MS Word, Excel and Outlook
  • High School Diploma

 

In addition to a competitive compensation package, we can offer you the opportunity to be passionate about the work you do and be appreciated in an amazing culture that values service, trust, accountability and results. If you’re motivated, excel at your craft and care about making a meaningful difference in the lives of clients — then you may be a fit for a position at Opes Advisors, a Division of Flagstar Bank.