Loan Assistant - Remote

Knock is redefining the home buying and selling experience, and we’re only getting started! We’re a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That people-first mindset is core to how we operate, and why Knock has been honored as one of Inc.’s Best Workplaces six times in the past seven years.

The Knock Bridge Loan™ empowers homebuyers to ‘buy before they sell’, by unlocking the equity in their current home, giving them greater convenience, certainty, and competitiveness.

Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across the country. Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we’ve built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating.

Loan Assistant - Remote

As a fully remote Loan Assistant, you will support the customer journey from application to funding, provide an overview of Knock’s products and programs, and assist with seeing customers through to a successful closing.

• Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
• Successful and effective pipeline management consisting of 30 loan closings per month
• Complete Patriot Act based on customer ID
• Ensure minimum submission requirements and documents are met prior to submitting loans to processing
• Assist other team members with any borrower requests
• Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan
• Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
• Excellent customer service is second nature, with a natural inclination to assist others
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
• Collegially 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 ships
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
• Comfortable 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 closing
• Continually learn, grow, and expand your knowledge of the mortgage origination process
• Take on ad-hoc projects as they arise and always be willing to support your team where they need you

Qualifications - You’ll bring:

• 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
• You are comfortable with change and working in a fast-paced, startup environment
• You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service
• 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 that will further Knock’s commitment to making an impact, learning, putting people first, being open, and courageous
• Have proven success working 100% remote in prior positions & are experienced working with a distributed, national team
• Education: High school diploma or equivalent

Physical Requirements:

• Set up and constantly operate a computer
• Communicate and exchange accurate information to others via telephone or internet video applications