Overview:
Essential Role and Duties
AAG, is the nations leading reverse mortgage lender. The company is dedicated to giving seniors a better financial outcome in retirement through the responsible use of home equity. In addition to federally-insured Home Equity Conversion (Reverse) Mortgages, AAG offers a full suite of senior home equity solutions, including traditional and proprietary mortgages and real estate services. AAG has more than 1,300 employees and a national operating footprint with offices in California, Arizona, Texas, Georgia and New York.
AAG operates by core values of Caring, Driven and Ethical and has been ranked an Orange County Top Workplace every year since 2013. Through the AAG Foundation, the company provides support to AAG employees in need, seniors in the community, and victims of human trafficking, and encourages employee participation in AAG Foundation events through its volunteer-time-off program. Through the AAG Foundation and AAGs official employee engagement program, #ProjectInspire, employees are given a sense of higher purpose which both inspires and invigorates the workforce.
We reward hard work, promote from within and offer excellent training and career development. If this sounds like a company you are interested in joining, please review the job description below.
Responsibilities:
Support a top producing mortgage originating team -you must love to talk to clients and provide world-class customer service to not only your clients but to your Top Producing Loan Officers.
Essential Role and Duties
Sales Administrative Support
- Application generation
- App packages, document collection
- Work with LOs and others to assist in loan production
- Thank You Cards
- Business leader support
Business Development Support
- Event support
- Direct mail assistance and various marketing activities
- Pipeline surveillance
Essential Functions
- Assist Loan Officer with all aspects of a file from the time of contract, to closing and to ensure smooth movement of files from application to funding.
- Make daily progress calls with Loan Officer and communicate file progress, daily schedules and current tasks
- Manage all appointment scheduling for Loan Officer
- Create mass distribution letters to help expand client base
- Build and maintained trusting relationships with clients
- Welcome correspondence (collateral/calls) to clients
- Communicate directly with clients to collect documentation, or questions
- Assist the Loan Officer with other administrative and/or sales duties as needed
- Weekly status calls to the client (loan officer discretion)
- Proactive communication with all parties involved in the transaction
- Attend all pipeline reviews with processor
- Set and track appointments for Loan Officer for referring Partners, seminars, Closings, etc.
- Send out correspondence, thank you cards, after closing surveys, etc.
- Assist the Loan Officer with other administrative duties as needed
- Return phone calls
- Continue to assume responsibilities and help the team grow
- Make copies for Clients and copy packages/scans/uploads files
- Establish and maintain effective professional business relationships with all levels of management, employees contacts.
- Provide support in creation of routine documents and executive status updates, as needed.
- Access data and complete spreadsheets to support weekly and monthly reporting needs.
Qualifications:
- High school diploma or equivalent required. Mortgage, Real Estate or related experience preferred.
- Understands loan flow process from application to funding
- Great communication & follow-up skills: Email & phone calls necessary throughout the process. Strong sense of urgency and responsiveness.
- Strong organizational skills and ability to manage time effectively.
- Detail oriented: Review file documentation for completeness and accuracy.
- Solution finding skills: Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
- Ability to manage multiple priorities, work under pressure and meet deadlines.
- Solid computer skills: Proficiency with data entry, Microsoft Word, and Excel required (ability to quickly learn systems/comfortable in a paperless environment).
- Strong pipeline management skills