Loan Officer Assistant

To assist Loan Officers in facilitating the completion of mortgage loan applications. To collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquiries to help them collect required information and complete any necessary documentation.

Start Date:

7/6

• Support and communicate with Loan Officers and Members.
• Obtain minimum required documents from members to assist in loan approvability.
• Work the loan from pre‑application to post‑application.
• Calculate income and analyze asset statements.
• Update loan operating systems.
• Manage case load via Jetpack with an average of 45‑60 applications per person, scaling during busier times.
• Receive and complete assignments in personal queue guided by Loan Officer setup.
• Make daily phone contact with members (approximately 50% of the job); remaining tasks are virtual.

• Experience:
  
  3+ years of applicable experience if not previously in mortgage/real estate/financial services; mortgage/real‑estate/financial institution experience highly preferred.
• Multi‑tasking ability.
• Professionalism and strong customer service skills.
• Attention to detail.
• Intermediate level competence.
• Proficiency with Excel, Microsoft Office, and loan documentation review.

• Job Type: Contract to Hire.
• Location:
  
  Winchester, VA (Hybrid; first 6 months onsite 4 days per week, thereafter 3 days per week).
• Shift / Time: 8:00 am–4:30 pm (time zone specified) Monday through Friday; no weekends.
• Training:
  In‑person, instructor‑led course 8:00‑12:30 pm CST / 9:00‑5:30 pm EST.
• Time off policy:
  Flexible when outside of training.
• Interview:
  Virtual panel interview.
• Start Date:
  
  July 6.
• Pay: $23.50 per hour.
• Benefits Potential:
  Medical, dental & vision; critical illness, accident and hospital; 401(k) retirement plan (pre‑tax and Roth); life insurance (voluntary); disability (short and long‑term); health spending account; transportation benefits; employee assistance program; time off/leave (PTO, vacation or sick leave).

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance:
For positions located in the city and county of San Francisco, qualified applicants with arrest and conviction records will be considered.

Massachusetts Lie Detector:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI):
The company may use AI tools to support parts of the hiring process, including screening and evaluation of candidates. Final hiring decisions are made by the hiring team.