Mortgage Loan Assistant

Overview

We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process.

If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
• Provide administrative support such as screening and making calls, booking appointments, etc.
• Prepare disclosures and assist with running DU/LP
• Support marketing efforts using tools like Total Expert
• Improve workflows and help create standard operating procedures (SOPs)
• Coordinate internal operations and occasional business events

• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
• High school diploma or equivalent required. College degree in finance or banking preferred
• Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
• NMLS license or training is not required, but is desired
• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
• Incredibly detail-oriented, organized, and proactive
• Strong communication skills — professional, friendly, and clear
• Comfortable learning new software and digital tools
• Able to manage multiple tasks in a fast-paced environment

$40,000+ yearly