Associate Loan Officer
Listed on 2026-07-03
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Finance & Banking
Loan Officer / Lending, Mortgage Loan Originator / Advisor
Associate Loan Officer
The Associate Loan Officer will shadow and assist an experienced Loan Officer to learn how to prospect and market to clients and partners, meet new clients, complete applications and facilitate loan closings from application to closing. Assist with Loan Officer's marketing efforts to new and current clients and assist with administrative tasks. Acquire and retain new and existing customers. Provide excellent customer service to all Partners, Clients and Associates.
Essential Duties and Responsibilities- Assist Loan Officer in meeting with borrowers, taking applications, providing disclosures and following‑up through closing.
- Input Team files into LOS with accuracy to make sure the correct information is in the file.
- Assist Loan Officer in marketing efforts to current and new clients.
- Assist Loan Officer with administrative tasks such as status reports on loans in process, making copies and printing daily rate sheet.
- Be available to clients and coworkers during work hours and on weekends if needed.
- Take loan applications and pre‑qualify borrowers over the phone or in person.
- Support loan transactions from application to closing.
- Develop relationships with Partners and their clients.
- Provide ongoing marketing and support of existing Partners.
- Be responsible for proactive communication with management with respect to all significant challenges or opportunities.
- Other duties as assigned.
- Perform all actions in accordance with the Mission, Vision, and convictions of EHL.
- Expected to meet production standards outlined in the Loan Origination Production Standards.
- Provide a "WOW" experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
- Seek Feedback:
Host regular and timely communication with associates and Manager. - Be willing to assume additional responsibilities/duties/projects as they arise.
- Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
- Knowledgeable regarding mortgage processes, able to answer borrower's questions and take applications.
- Effectively uses LOS, contact management software and Microsoft Office products.
- Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
- Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers.
- Perform all actions in accordance with policies and procedures of the company.
- Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
- High school Diploma or equivalent.
- Minimum of one year of mortgage experience.
- Exercise good judgment and strong character, motivated, hard working.
- Ability to work well with fellow associates, clients and vendors.
- Good communication skills. Neat, clean, healthy work habits.
- Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing. Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
- Must be able to speak and hear, lift and carry up to twenty‑five pounds (25 lbs.) or occasionally more.
- Ability to work in a fast‑paced, occasionally noisy environment.
- May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy.
Hourly base pay plus, if applicable, associate may be eligible for per‑file incentives, commissions, bonuses, or other variable earnings as determined upon hire. Compensation depends on a number of factors including location and experience.
Benefits and PerksEligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate…
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