Loan Officer Assistant

Loan Officer Assistant

We provide a competitive compensation plan and robust benefits package, including medical, dental, vision, 401(k), short‑term disability, employee assistance program and wellness program.

The Loan Officer Assistant supports mortgage loan officers in daily duties to increase loan production and ensure a positive customer experience.

• Assist in reviewing mortgage loan application and documentation, including phone and computer work, printing, copying, scanning, emailing, and overnighting documents.
• Review mortgage loan disclosure packages and deliver them to the borrower.
• Create rate disclosure and re‑disclosure packages and deliver them to the borrower.
• Review documents and entire loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information via phone, email, etc. as necessary.
• Provide general clerical and phone support to loan officers and/or loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing.
• Assist in managing a pipeline of conventional, FHA, VA, USDA, 203K, and reverse mortgage products.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the title company and customer to schedule.

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• Minimum of 1 year of mortgage‑related experience, including customer contact.
• Previous sales support experience, preferred.
• Salesforce experience, preferred.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.