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Assistant Mortgage Loan Officer

Company: Pulte Mortgage
Location: Pleasanton
Posted on: September 5, 2021

Job Description:

Job Description

Primary responsibility is to assist with tasks relating to the closing of real estate transactions.



  • Act as liaison between all parties to the transaction including homebuyer, mortgage, accounting and other areas within the Title & Settlement Process
  • Perform customer service duties including answering phones and general email requests
  • Maintain professional branch appearance including cleanliness of closing rooms and lobby
  • Great arriving customers and assist with closing celebrations
  • Contact customers and perform initial scheduling confirmation and obtain closing specific information
  • Maintain reports and tracking of completed tasks as required
  • Review initial closing information and prepare Pre-Settlement Statements
  • Review Title Commitments and identify issues
  • Coordinate and maintain contacts for each community
  • Work with Escrow Support Officers/IT Dept to maintain accurate information in database systems
  • Support the branch as directed in all aspects of the settlement transactions
  • Follow Escrow Accounting Business Practice Guidelines which includes but not limited to collection and disbursement of funds while complying States Good Funds Statutes.


SCOPE: (decision making, size of organization, budgetary, etc.)

  • Decision Impact: Dept/Branch
  • Department Responsibility: Single
  • Budgetary Responsibility: No
  • Direct Reports: No
  • Indirect Reports: No
  • Physical Requirements: Must frequently lift and/or move up to 25 pounds; and on occasions up to 50 pounds
  • Ability to work overtime as business needs arise


- Minimum High School Diploma or equivalent
- Notary Public is a plus


  • Related Functional Experience: General Office Admin
  • Assistant Escrow experience a plus
  • Customer Service skills in dealing with all homebuyer types and demographics
  • Ability to multi-task and handle fast paced and demanding work environment
  • Strong follow up skills and attention to detail
  • Ability to adjust well to change
  • Capacity to work in a multi- location team environment
  • Effective communication skills, both verbal and written
  • Ability to prioritize conflicting demands & meet department needs with available resources
  • Efficient in Microsoft Windows, Outlook, Excel. One Note and Softpro is a plus
  • Loyal: Shows firm and constant support to a cause.
  • Team Player: Works well as a member of a group
  • Self-Starter: Inspired to perform without outside help
  • Goal Completion: Inspired to perform well by the completion of objectives

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.


All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.


We offer a comprehensive Total Rewards package. For details, please visit the Employee Benefits tab on our main careers page at

This position is location in Pleasanton, California.

Keywords: Pulte Mortgage, Pleasanton , Assistant Mortgage Loan Officer, Other , Pleasanton, California

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