Loan Officer Assistant

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in guiding the customer journey from application to initial disclosures.

• Offer a comprehensive overview of Knock’s products and programs.

• Support Loan Officers by ensuring customers achieve successful closings.

• Collect necessary documentation to finalize loan applications.

• Collaborate with borrowers and partners to facilitate pre-approval for the Knock Bridge Loan.

• Manage a pipeline of over 200 loan applications monthly for each loan officer.

• Verify that minimum submission requirements and documentation are fulfilled prior to loan disclosures.

• Follow up on disclosed loans to guarantee timely signing.

• Provide assistance to Loan Officers and Loan Assistants with borrower inquiries.

• Allocate new loan files to Loan Officers.

• Utilize knowledge of TRID guidelines and Loan Estimates effectively.

• Work alongside internal risk and loan officers to ensure loans are accurately set up and documented in Encompass.

• Deliver exceptional customer service and respond promptly to all emails and voicemails.

• Achieve or surpass individual quotas and company performance metrics.

• Operate independently and seek solutions before posing questions.

• Foster a People First culture and deliver best-in-class customer service from lead to closing.

• Continuously enhance knowledge of mortgage origination sales.

• Undertake ad-hoc projects and provide team support as needed.

⛳️ Requirements

• Minimum of 1 year of experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant).

• Active NMLS license or the ability to obtain one within the first 90 days of employment.

• Required experience with LOS, Meridian Link, Blend, and/or Google Suite.

• Adaptability to change and comfort in a fast-paced, fully remote startup environment.

• Strong team player with excellent written and verbal communication skills.

• Ability to review and interpret internal guidelines effectively.

• Detail-oriented and process-driven.

• Proven track record of successful remote work in previous positions with experience in a distributed, national team.

• High school diploma or equivalent.

• Capable of performing essential functions with or without reasonable accommodation.

• Proficient in operating a computer consistently.

• Able to communicate and share accurate information via telephone or internet video applications.

🏝️ Benefits

• Uncapped incentive plan (bonus).

• Comprehensive medical, dental, and vision benefits for full-time employees starting on day one of employment.

• Flexible Paid Time Off available for full-time employees.

• Paid parental leave for all full-time employees: 12 weeks for the birthing parent and 6 weeks for the non-birthing parent.

• Annual allocation of $1,000 for professional development.

• Life, AD&D, and Disability insurance for full-time employees.

• 401K plan (non-contributory by Knock) available for all employees.

• $75 monthly allowance for health and wellness expenses.

• Up to $400 monthly for co-working space for eligible employees.

• $100 monthly allowance for home internet, mobile phone, or other communication devices.

• $2,500 referral bonus for eligible employees.

• Fully remote work culture.

• Flexible, people-first approach.

• Supportive, growth-oriented environment.

• Commitment to a diverse, equitable, and inclusive culture.