Loan Assistant

Job Description:

• Support the customer journey from application to funding
• Provide an overview of Knock’s products and programs
• Assist customers through successful closing
• Gather required documentation for loan processing and underwriting
• Obtain Initial Closing Disclosure signatures to meet on-time closings
• Manage a pipeline consisting of 30 loan closings per month
• Complete Patriot Act verification based on customer ID
• Ensure minimum submission requirements and documents are met before submitting loans to processing
• Assist team members with borrower requests
• Issue initial disclosures and revised Loan Estimates compliantly within 24–48 hours of receiving a loan, using TRID knowledge
• Request and review condo approval documents and ensure relevant questions are completed
• Meet or exceed individual quotas and company metrics
• Respond to internal stakeholders and external customers
• Follow guides, job aids, and scripts to gather loan documentation and disclose loan files
• Promote best-in-class customer service from lead to closing
• Continually learn and expand mortgage origination knowledge
• Take on ad-hoc projects and support the team as needed

Requirements:

• 1+ years of experience in mortgage operations and/or processing
• Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire
• Experience using a LOS, Blend and/or Google Suite required
• Comfortable with change and working in a fast-paced, startup environment
• Team player and fantastic written and verbal communicator
• Ability to review and interpret internal guidelines
• Process oriented with a keen eye for detail
• Belief in creating diverse, equitable, and inclusive practices and programs
• Proven success working 100% remote in prior positions and experience working with a distributed, national team
• High school diploma or equivalent
• Able to set up and constantly operate a computer
• Able to communicate and exchange accurate information via telephone or internet video applications
• Able to perform essential job functions with or without reasonable accommodation

Benefits:

• Incentive plan (bonus)
• Remote-first flexibility and 100% remote work culture
• Top tier medical, dental, and vision benefits for full time employees starting on the first day of employment
• Flexible Paid Time Off for full time employees
• Paid parental leave for all full time employees: 12 weeks for the birthing parent and 6 weeks for the non-birthing parent
• One thousand annually for professional development
• Life, AD&D and Disability insurance for full time employees
• 401K (noncontributory by Knock) for all employees
• $75 monthly allowance for health & wellness
• Up to $400 monthly for a co-working space for eligible employees
• $100 monthly allowance for home internet, mobile phone or other communication devices
• $2,500 referral bonus for eligible employees
• Purpose-driven work improving the homeownership journey
• Supportive, growth-oriented culture
• Diverse, equitable, and inclusive workplace