About us:
Carlyle Financial is a boutique mortgage lender offering a comprehensive suite of common-sense jumbo home loan products to high net worth clientele throughout California. With offices at One Market Plaza in the heart of San Francisco and our Beverly Hills branch on South Beverly Drive, we serve everyone from entrepreneurs, entertainment industry professionals and athletes to the Silicon Valley tech community.
We currently have an exceptional opportunity available for a hard-working, dedicated Loan Officer Assistant at our San Francisco office. You’ll be working closely with our Loan Officers, managing the mortgage process from loan submission through to closing. Being adaptable and efficient is very important for this position. Strong organizational skills are essential to success in this role, along with the ability to follow-up consistently and keep track of pipeline progress in a logical and systematic manner. Attention to detail and client experience are of paramount importance.
Responsibilities & Required Skills
- Handling of initial loan setup and disclosures; reviewing and updating initial loan application from the LO
- Reviewing lender guidelines and analyzing client qualifications to ensure that loans are properly structured
- Work within LOS and our CRM to maximize efficiency and systematically store and maintain client data and documentation
- Ability to accurately review borrowers tax returns & income documentation
- Assist LOs and production partners in managing the flow of loans through the pipeline, document receipt tracking, and timeline updates from application to funding
- Ability to continually assess team and lender turn times to minimize lock expiration, missed contingency, and missed scheduled closing times.
- Assists LOs with marketing campaigns; including mail, email and digital campaigns — experience with CRM marketing is a plus
- Assists in marketing to agents, builders and other referral sources with the goal of increasing production
We Are Proud To Offer
Great Benefits & Work-Life Balance
We offer flexible schedules, paid holidays, and medical, dental and vision insurance to our employees and their dependents.
A Stimulating Workplace
We select our team members with care and foster a positive, agile and connected work environment. We like working here and think you will, too.
Grow With Us
Ready to grow your existing skills? We’ll reimburse industry licensing and other courses to make you happier and more productive in your career.
Carlyle Financial Inc. is an Equal Opportunity Employer.
*NOTE: The profile outlined in this summary description indicates the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities or minimum qualifications required of an employee assigned to this position.