FreshRemote.Work

Loan Assistant

Remote

Knock is a caring group of people who came together from across the industry with the belief there had to be a better way to serve people in the journey between homes. We offer a first-of-its-kind Knock Bridge Loan™ that gives everyone in the process more convenience, certainty, and competitiveness. 

Founded in 2015, we have earned the industry’s trust: an A+ Better Business Bureau rating and relationships with more than 120,000 real estate agents in our 75 markets across the US. Launched by founding team members of Trulia, we are funded by industry leading investors, including Foundry Group, Greycroft, RRI, Parker89, and The National Association of Realtors who serves 1.6 million members. We’re most proud of the stories from people we’ve helped get their new home, and the five star Zillow rating from over 750 reviews. To learn more, Knock.

Loan Assistant

As 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 application
  • 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 both Loan Officers and Bridge Loan Specialists with any borrower requests 
  • Assist in assigning new loan files to Loan Officers
  • 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 …
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Job Profile

Benefits/Perks

Continuous learning Remote work Team-Oriented Culture

Tasks
  • Pipeline management
Skills

Communication Customer service Encompass Google Suite Pipeline Management Sales

Experience

1 years

Education

High School

Certifications

NMLS License

Timezones

UTC-5 UTC-6