Loan Officer Assistant Checklist
Loan Officer Assistant Checklist
General Items
- Stay updated on loan products and regulations
- Maintain organized files and documentation
- Monitor loan application progress and timelines
- Assist loan officers with administrative tasks
- Attend training and development sessions regularly
Pre-Application Preparation
- Gather necessary documents from clients
- Review loan officer's guidelines
- Prepare initial loan application forms
- Set up a client database
- Create a checklist of required documentation
Client Interaction
- Schedule meetings with clients
- Explain loan process to clients
- Collect required documentation from clients
- Follow up with clients for missing documents
- Maintain clear communication throughout the process
Loan Processing
- Input client information into loan processing software
- Verify accuracy of client information
- Order credit reports
- Request appraisals and inspections
- Prepare loan files for underwriting
Post-Application Follow-Up
- Communicate underwriting decisions to clients
- Address any client questions or concerns
- Assist in preparing closing documents
- Coordinate with title companies and attorneys
- Follow up after closing for customer feedback
Generated from Panda Checklist
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