Job Description

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

We offer an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program.

Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!

Job Purpose

The loan officer assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting loan officers build complete loan files for submission.

Duties and Responsibilities

• Monitor key dates related to loan transactions and respond accordingly
• Manage information entered in client and referral partner databases
• Enter data into loan origination system (Reverse Vision)
• Pull loan application forms and disclosure documents from the internal system
• Send loan application forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly
• Update system on a timely basis when applicable transaction changes occur
• Prepare systems and loan files for submission to the processing and/or underwriting departments.
• Request necessary paperwork, including title work, escrow and appraisal documents, and social security verifications
• Obtain conditions during processing and underwriting
• Provide marketing support by coordinating, creating, tracking, and distributing advertising materials as needed
• May provide clerical and administrative support as needed
• Other duties as assigned by Area Manager

Qualifications

• High school diploma or equivalent required
• One to two years of experience in Mortgage lending or related field
• Administrative support experience a plus
• Spanish verbal and written skills a plus
• Ability to manage multiple priorities; strong detail orientation and highly organized
• Works with a strong sense of urgency and responsiveness
• Passionate about delivering excellence in customer service
• Demonstrated patience and professionalism when interacting with both internal and external customers
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required
• Strong verbal and written communication skills
• Basic math skills
• Ethical, with a commitment to company values

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