Loan Officer Assistant; Franklin, TN

Description

Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As a Loan Officer Assistant, you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process. You’ll be the go-to person for clients, helping guide them from application through closing, and ensuring nothing falls through the cracks.

If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit. This position is onsite at our Franklin, TN branch but may consider remote if necessary.

• Request disclosures and order appraisals
• Open escrow, collect fees and order preliminary title report
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loan documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores
• Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone.
• Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in‑loan deadlines.
• Learning new products, techniques, strategies, and process flow to constantly pursue increased customer experience, internal efficiency, and team communication.

• At least 2 years of experience in the mortgage industry
• Familiarity with mortgage terminology and loan processes
• Experience with Point software is a plus
• Comfortable using Microsoft Office (Word, Excel, Outlook)
• Strong communication skills and a customer‑first mindset
• Highly organized with great attention to detail
• Able to thrive in a fast‑paced, ever‑changing environment
• Professional, dependable, and able to handle sensitive information with care

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

This is an hourly position plus a potential bonus. Compensation range will be provided upon request. Geographic exclusions apply to residents of CA, CO, and NY.

Direct Reports:
None

CMG MORTGAGE, INC. NMLS #1820

CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected].