Office Assistant at Rate in Bozeman, MT

Summary: Rate is the 2nd-largest retail mortgage lender in the U.S., known for its innovative tools and exceptional customer service. The Loan Operations Assistant will support the team by managing various tasks to enhance production, efficiency, and quality of work. Responsibilities: - Submitting requests, obtaining documents and following up to receive what is needed with in accordance to “Time to Task” situations - Uploading file documents - Verifying property addresses with USPS - Verifying real estate taxes on county treasurer/assessor website - Placing and following up on all applicable third-party orders, as necessary - Maintaining accurate Encompass tracking information screen - Communicate consistently with POD to identify additional responsibilities and tasks - Work closely with loan officer on needs - Answer phones, address emails, greet guests Required Qualifications: - Must be professional, polite, well-spoken and courteous; must demonstrate a calm demeanor in all situations - Must have exceptional written and verbal communication skills - Must have effective problem-solving skills, be proactive and solution-orientated - Must have excellent computer skills including PowerPoint, Excel, Word and Outlook - Technological savvy with web-based, commercially available and other ad hoc systems, databases, etc - Must have excellent organizational skills Preferred Qualifications: - Mortgage experience a plus Required Skills: PowerPoint, Excel, Word, Outlook, Encompass, USPS address verification, Real estate tax verification, Mortgage operations Benefits: Eligibility to participate in a company-sponsored 401(k), Vacation benefits, Eligibility for medical, dental, vision, and prescription drug benefits, Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts), Life insurance and death benefits, Critical care insurance, Personal accidental insurance, Commuter benefits, Pet insurance, Certain time off and leave of absence benefits, Well-being benefits (e.g., employee assistance program), Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)