Loan Officer Assistant (Sales Assistant) at Knock

Job Role: Loan Officer Assistant (Sales Assistant)

In this role, you will support the customer journey from application to initial disclosures, provide an overview of Knock’s products, and assist Loan Officers in guiding customers to a successful closing.

What You’ll Do

• Assist Loan Officers by gathering required documentation to complete the loan application
• Work with borrowers and partners to help them become pre-approved for the Knock Bridge Loan™
• Manage a pipeline of 200+ loan applications per month per Loan Officer
• Ensure minimum submission requirements and documents are met prior to loan disclosures
• Follow up on disclosed loans to ensure timely signing
• Assist Loan Officers and Loan Assistants with borrower requests
• Assign new loan files to Loan Officers
• Understand and apply TRID guidelines and Loan Estimates
• Collaborate with internal risk teams and Loan Officers to ensure proper loan setup and documentation in Encompass
• Provide excellent customer service with a natural inclination to assist others
• Be a quick study and self-starter, thriving in a remote, tech-enabled environment
• Meet or exceed individual quotas and company metrics while fostering team collaboration
• Be responsive to internal stakeholders and external customers, ensuring no communication is left unanswered
• Work autonomously, seeking answers before asking questions
• Promote a People First culture with a focus on best-in-class customer service from lead to closing
• Continuously learn and expand knowledge of mortgage origination sales
• Take on ad-hoc projects and support your team as needed

What You’ll Bring

• 1+ year of experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant)
• Active NMLS license or ability to acquire one within 90 days
• Experience using LOS platforms like Meridian Link, Blend, and Google Suite
• Comfort with change and working in a fast-paced, fully remote startup environment
• Strong team player and communicator with a focus on customer service
• Ability to review and interpret internal guidelines
• Process-oriented with a keen eye for detail
• Commitment to diverse, equitable, and inclusive practices
• Proven success working 100% remote with a distributed team
• High school diploma or equivalent

Physical Requirements

• Constant operation of a computer
• Communication via telephone or video applications