Loan AssistantAs a Loan Assistant, you will support the customer journey from application to funding, provide an overview of Knock's products and programs, and assist Loan Officers by seeing customers through to a successful closing. Assist Loan Officers by gathering required documentation to complete the loan applicationComplete Patriot Act based on customer IDEnsure minimum submission requirements and documents are met prior to submitting loans to processingAssist both Loan Officers and Loan Processors with any borrower requests Assist in assigning new loan files to Loan OfficersUnderstanding of TRID to compliantly issue initial disclosures and revised Loan EstimatesExcellent customer service is second nature, with a natural inclination to assist othersA quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to successCollegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn't working with an understanding that a rising tide lifts all shipsResponsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturnedComfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closingContinually learn, grow, and expand your knowledge of mortgage origination salesTake on ad-hoc projects as they arise & always be willing to support your team where they need youQualifications - You'll bring:1+ year experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant)Active NMLS license or ability to acquire an NMLS license within the first 90 days of hireYou are comfortable with change and working in a fast-paced, startup environmentYou are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer serviceBasic knowledge of FNMA and FHLMC guidelinesProcess oriented with a keen eye for detailBelief in creating diverse, equitable, and inclusive practices and programs that will further Knock's commitment to making an impact, learning, putting people first, being open, and courageousHave proven success working 100% remote in prior positions & are experienced working with a distributed, national team Experience using Encompass, Blend and/or Google Suite a plusEducation: High school diploma or equivalent A minimum of 2 years of relevant experience in a sales or customer service rolePhysical Requirements:Set up and constantly operate a computerCommunicate and exchange accurate information to others via telephone or internet video applicationsThe candidate must be able to perform the essential functions of the job, with or without reasonable accommodation.Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. Please note that the salary range information that follows is a good faith estimate for this position provided pursuant to the Colorado Equal Pay for Equal Work Act for Colorado applicants. The salary range estimate for this position is: $49,700 - $63,900.00 USD + incentive plan (bonus). This position is evergreen and does not expire.
