Loan Officer Assistant
Listed on 2026-10-02
-
Finance & Banking
Loan Servicing, Banking Operations, Banking & Finance
We are seeking a highly organized and detail-oriented Loan Officer Assistant to support our lending team and help ensure a smooth, efficient loan process for our clients. The ideal candidate is proactive, customer-focused, and comfortable managing multiple tasks in a fast-paced, remote environment.
Who We Need:We are looking for a highly relational professional who is driven by a relentless pursuit of excellence. The ideal candidate isn't just a technician; they are a relationship-builder who understands that behind every loan file is a person and a dream. We value a positive, 'can-do' attitude and a deep alignment with our core values—someone who takes pride in high standards and thrives in a collaborative, high-performing team environment.
What You Will Do:Application Management: Input loan applications accurately and efficiently.
File Review: Review borrower credit and income to verify they meet product guidelines.
Document Coordination: Request, gather, organize, and upload borrower documentation into Encompass
.
Compliance & Disclosures: Request disclosures through the appropriate systems and ensure timely delivery.
Third-Party Orders: Order appraisals and title work as needed.
Communication: Proactively follow up with clients, realtors, and team members via phone, email, and text to ensure a smooth file flow and "best-in-class" service
What You Need:Experience: Minimum 1 year of mortgage lending or processing experience required
.
Product Knowledge:
Experience with various loan products (
FHA, VA, Conventional, and USDA
) preferred.
Systems Proficiency: Proficiency with Encompass, DU, LP, and GUS is required
.
Tech
Skills:
Strong computer skills, including Microsoft Office (specifically Excel).
Attention to Detail: Ability to manage multiple files simultaneously while maintaining high accuracy.
Communication: Excellent written and verbal communication skills with a professional, prompt approach to customer service.
What We Offer:Strength, stability, and vision
Competitive compensation.
Professional growth and training.
A supportive, high-performing team environment.
Health insurance
Vision insurance
Paid time off
Southwest Funding, LP (NMLS #32139) is an equal housing lender.
This is not a commitment to lend or extend credit. Programs, rates, terms and conditions are subject to change without notice.
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