Loan Officer Assistant Position (San Gabriel)

About This Job

Become a Valued Member of the Fidelity Funding Team – Loan Officer Assistant Role

About Our Company: Fidelity Funding is a premier provider in the financial sector, with a dedicated focus on mortgage and lending services. We are committed to offering tailored financial strategies and fostering enduring partnerships with our clients. As our organization grows, we are actively seeking a dedicated and proactive individual to join us as a Loan Officer Assistant.

Role Summary

The Loan Officer Assistant will provide essential support to the Loan Officer. Duties include managing client correspondence, coordinating schedules, and guaranteeing the prompt submission of necessary paperwork, which encompasses completing broker agreements and fulfilling various licensing prerequisites. This position demands excellent organizational capabilities, self-assurance, and proficiency in handling demanding situations.

Primary Duties

• Systematically arrange and oversee loan application and transaction records.
• Serve as a liaison for communication with clients, real estate professionals, and other involved parties.
• Assemble and examine loan-related documents for accuracy and completeness.
• Coordinate appointments and maintain an organized calendar.
• Monitor and ensure the timely follow-up on outstanding documents.
• Complete necessary broker application packages.
• Deliver outstanding client support through telephone and electronic mail.

Required Qualifications

• A high school diploma is required; a college degree is advantageous.
• Previous exposure to the mortgage or financial services field is beneficial.
• Superior skills in organization, communication, and handling multiple tasks simultaneously.
• Capacity to work effectively both autonomously and within a group setting.
• Competence with computer systems and Microsoft Office applications; familiarity with specialized loan processing software is a bonus.

What We Provide

• A competitive compensation package.
• Practical experience within the real estate industry.
• Clear pathways for professional growth and development.
• A supportive and cooperative workplace culture.
• Candidates must successfully complete a background screening.

The scheduled working hours are from 12:00 PM to 7:00 PM, Monday through Thursday.

For further details, please contact Carolyn Chu by telephone at 626-399-1818.