Senior Loan Officer Assistant; Hybrid
Listed on 2026-06-17
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Finance & Banking
Banking & Finance -
Administrative/Clerical
Banking & Finance
Hybrid Senior Loan Officer Assistant
Position Overview:
The Hybrid Senior Loan Officer Assistant is responsible for managing the loan officers' schedules and assists the Loan Processor. The Hybrid Senior Loan Officer Assistant also manages the branch lead tracker, branch database, and maintains business rapport.
- Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
- Take all incoming calls.
- Assist Loan Partner II with clerical tasks, such as copying and faxing documents.
- Schedule regular weekly face-to-face meetings based on branch metrics and operations.
- Meet branch objectives specific to pre-qualifications and pre-approvals.
- Attend branch events to assist Loan Officer in building clientele.
- Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
- Available to work varying hours and overtime if needed.
- This role requires on-site presence 2 - 3 days per week.
- High School Diploma or equivalent.
- Minimum 10 years' residential mortgage processing experience.
- Encompass experience, required.
- Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
- Excellent math and analytical skills.
- Excellent communication skills.
- Excellent prioritization and time management skills.
- Proficient in DU, LP, Microsoft Outlook & Windows.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range- Annual Salary:
Up to $ + base plus bonus.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
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