Team Loan Officer

Position Summary

Responsible for managing communications and providing administrative support to Loan Officers and Branch Managers in a fast‑paced environment. The Team Loan Officer is expected to generate referral business to hand off to the Loan Officer to originate. The Team Loan Officer will maintain licenses in all states where the loan officer they support is licensed.

• Develop all LO correspondence, including birthday card database, contact FSBOs, develop flyers, order postcards, mail intro letters to pre‑quals, mail thank‑you letters to realtors, manage monthly or quarterly newsletter.
• Distribute Loan Status reports weekly to realtors, email weekly rate sheet to realtor database, call online applicants for missing information.
• Call to report weekly loan status to customers; provide updates to Buyers Agents/Listing Agents and Builders.
• Follow up with previous pre‑quals to maintain contact with customers who have not closed; thank new clients.
• Work directly with team LOA to implement procedures to improve efficiency.
• Identify marketing needs/training events and coordinate with Marketing and MSA.
• Update and maintain closed loan database monthly.
• Attend weekly team meetings and bi‑weekly LO meetings; attend joint sales calls to Realtors, Builders, MSAs.
• Lock in loans while LO’s are in field.
• Order appraisal, title, stack files in submission order before handing to processor.
• Manage mortgage returns and top‑of‑mind relationship.
• Track UTCs, closings, and lock expirations to meet deadlines.
• Run credit reports, take loan applications/pre‑quals, input loan data into Loan Origination System, run loans through systems, submit files to underwriting.
• Other duties as assigned.

• High School diploma or equivalent required.
• College degree preferred.

• Must take classes and testing to qualify for Federal/State Loan Officer License within first 6 months.
• Proficiency in Microsoft Office (Excel & Word) and Mortgage applications.
• Excellent communication, organizational, follow‑up, problem‑solving skills.
• Detail and task‑oriented, professional communication with all levels.
• Ability to prioritize and perform multiple tasks in fast‑paced team environment.
• Excellent work ethic, self‑motivation, self‑reliance.
• Excellent attendance history.
• Confidentiality of company information.
• Record all hours accurately.

• 1–2 years administrative support experience.
• 1 year Mortgage Industry experience preferred.
• Must have NMLS license in all states where supported Loan Officer is licensed.

• Prolonged periods of sitting at a desk and working at a computer.
• Must be able to lift 15 pounds at times.