Loan Officer Assistant Checklist. 4 USPS Look UpLink included in processor tracking. To check that a loan is QM compliant.
Assistant loan officers are there from the beginning to the end of the loan process. Weve determined that 453 of loan officers assistant have a bachelors degree. Task Description Interest Rate Lock-in The loan officer will generally lock-in a borrowers interest rate when he or she gives the borrower an interest rate guarantee.
College degree in finance or banking preferred At least 2-3 years of professional office environment required preferably as an administrative or mortgage assistant Possess an understanding of different loan.
Mortgage Loan Officer Assistant Qualifications High school diploma or equivalent required. 1 YEAR TAX RETURNS. A loan officer assistant must also return calls. Additional checklist items may added after the processor reviews your loan file and an underwriter approves your loan with conditions.