Job Description

Job Description

Job Description

You bring the can-do attitude, superb work ethics and a desire to learn and grow and we’ll provide the training.

Bridgepoint Funding is a well-established residential mortgage brokerage located in the San Francisco Bay Area. We are looking to expand our team with an Entry Level Loan Officer Assistant; no industry experience required. What you lack in experience you can make up with a great attitude, enthusiasm and the ability to learn quickly and execute expertly. As a Loan Officer Assistant, you will help families accomplish their dreams of homeownership. Bilingual candidates are encouraged to apply.

Below are duties that are typical to a Loan Officer Assistant position however given the demanding and ever-changing nature of the real estate and mortgage industry, there will certainly be times when additional duties that are not listed below will be necessary for the overall success of the office.

• Answering inbound calls and routing to appropriate team member
• Basic office duties (monitor office tools: fax machines, docusign; general voicemails, shredding, supplies, etc.)
• Assist with database management
• Performing all aspects of mortgage origination to the limits of the law: initial client in-take, loan operating system set up, documentation gathering, electronically sort and file documents, income calculating, loan structuring, credit analysis and pre-underwriting, order employment verifications, order appraisal reports, run automated underwriting engines, perform program research and additional duties as needed
• Performing all aspects of pipeline management
• Provide exemplary service to borrowers and real estate agents

Competency Standards:

To perform this job successfully, an individual must be able to demonstrate the following skills/attributes:

• Excellent work ethic
• Excellent organizational skills
• Excellent written and verbal communication skills
• Excellent computer organization skills with a keen eye for attention to detail
• Excellent ability to work efficiently in a high-pressure environment
• Excellent critical thinking skills
• Excellent research and resourcefulness skills
• Deadline driven mindset (strong sense of urgency)
• Proficiency and efficiency in a paperless environment
• Proficiency in Word, Excel and Outlook applications
• Ability to manage multiple actions at once with a strong attention to detail and flexibility to reprioritize based on the needs of production
• Ability to work independently with minimal hands-on supervision, yet exhibiting good judgment in seeking guidance and direction when needed
• Moderate to high level math skills needed to calculate various forms of income, loan to value and debt to income ratios

Job type: Full Time: Monday to Friday

Benefits:

• $25 to $30 per hour
• Paid holidays
• PTO days
• Medical benefits
• 401K

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