Job Description

Bay Equity is a full-service retail mortgage lending institution headquartered in Corte Madera. In 2011, 2012 and 2021, San Francisco Business Times named Bay Equity among its "Top 100 Fastest-Growing Private Companies" in the Bay Area. In 2022 Redfin Corporation Acquired our firm.

We are hiring a Loan Officer Assistant for our office.

The Loan Officer Assistant is expected to provide sales support to a top producing team to maintain and build client relationships.

Duties and Responsibilities:

• Support top producing Origination Team with general administrative tasks related to promoting loan products to clients and referral partners
• Assist Team with obtaining loan conditions from clients and answering questions about the loan process
• Input loan application data provided by the borrower into the loan origination software and/or Encompass
• Run AUS preapprovals as requested
• Submit lock request through Encompass.
• Obtain loan rates and pricing
• Communicate loan status with referral sources, escrow, Loan Processing, and/or Realtors
• Prepare various client and sales communication for the team
• Set-up meetings with various potential referral partners
• Help manage pipelines

Minimum Requirements:

• High School degree or GED
• 1+ year administrative or origination experience
• Experience with Encompass and Excel a plus
• Excellent verbal and written communication skills required
• Detail and results oriented
• Must have a NMLS license
• Ability to provide outstanding customer service in fast paced environment
• Ability to multi-task and prioritize

We offer a comprehensive benefit package including; medical, dental, vision, life insurance, 401k, and paid time off. Compensation is based on experience and ranges from $35,000 - $36,000/yr. plus bonus. This is a full-time position.

Bay Equity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Bay Equity is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact our Human Resources Department at [email protected].

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