Mortgage Loan Assistant: Client & Pipeline Support

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5 days ago Requisition

JOB DESCRIPTION

Summary/Objective

Performs various tasks to advance the sales and service to our mortgage customers and referral partners.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Support the Mortgage Pipeline
  • Assist the Loan Officer in managing loan files from application through closing.
  • Collect, review, and organize borrower documentation such as income, asset, and credit information.
  • Prepare loan files for submission to processing and underwriting.
  • Track loan progress and ensure milestones are met for timely closings.
• Deliver an Outstanding Client Experience
  • Serve as a key point of contact for borrowers throughout the loan process.
  • Provide proactive updates to clients and real estate partners.
  • Help answer borrower questions and guide them through next steps.
  • Ensure a smooth and professional experience from application to closing.
• Coordinate with Internal Teams
  • Work closely with processors, underwriters, and closing staff.
  • Assist in clearing underwriting conditions and gathering additional documentation.
  • Maintain accurate records in the Loan Origination System.
• Support Business Growth
  • Help maintain relationships with real estate agents and referral partners.
  • Assist with follow-up communication and client touchpoints.
  • Support marketing initiatives, open houses, and community events when needed.

Other Duties

• Other duties as assigned

Skills/Abilities

• Strong organizational and time management abilities
• Excellent communication and customer service skills
• Ability to prioritize tasks in a deadline‑driven environment
• Proficiency in Microsoft Office or similar tools
• Highly organized and detail‑oriented
• Great communicators who enjoy working with people
• Comfortable managing multiple loan files simultaneously
• Proactive problem solving
• Team player who take pride in helping others succeed

Supervisory Responsibility

This position does not have supervisory responsibilities.

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Limited local travel may be required for this position.

Education and Experience

• Requires one year of experience working in mortgage banking
• 3+ years of experience in mortgage lending, banking, or financial services preferred
• Knowledge of mortgage products and loan documentation preferred
• Familiarity with mortgage technology platforms and Loan Origination Systems preferred

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.