Loan Officer Assistant

SWBC is seeking a talented individual to coordinate the Loan Officer’s work activities to ensure efficient loan processing. This role will assist in the administration, review and processing of mortgage loans ensuring completeness and accuracy of required documents and applications. It tracks and monitors the status of each file in the Loan Officer Database and updates the Loan Officer, borrowers and builders accordingly.

• Organizes and tracks all active loans as directed by the assigned Loan Officer.
• Monitors the status of each file and ensures accurate and efficient processing through closing, including guideline research.
• Meets with clients as necessary to take borrower applications, pre‑qualify applicants, and review dates with the Loan Officer.
• Completes and reviews required forms with borrowers; collects necessary documentation and appropriate fees; and submits to the automated underwriting system.
• Reviews and assists in the evaluation of information pertinent to a client’s application and makes recommendations.
• Reviews files to ensure completeness, accuracy, and compliance.
• Answers, screens, and directs calls for the individual Loan Officer to ensure a high level of customer service.
• Maintains the Loan Officer Database and coordinates loan submissions to processing and closing.
• Assists with pricing and rate locks.
• Updates the Loan Officer on pipeline status and updates borrowers and builders on loan status.

• High School Diploma or equivalency.
• Minimum of three (3) years of coordinating and processing mortgage loans while providing a high level of customer service, or other related experience.
• Applicable State and National licenses (NMLS and SAFE Act compliance).
• Working knowledge of mortgage loans and/or loan procedures.
• Excellent interpersonal and organizational skills.
• Excellent written and verbal communication skills.
• Excellent telephone etiquette skills.
• Proficiency with personal computers, including MS Word, Excel, and Internet.
• Ability to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
• Ability to provide a high level of customer service to customers and realtors.
• Typing speed of at least 60 WPM accurately.
• Ability to sit for long periods gathering, updating, and validating mortgage loan applications.
• Ability to lift 10‑20 lbs. of loan papers, files, and other documents.
• Ability to work independently and exercise sound judgement.

• Competitive overall compensation package.
• Work/Life balance.
• Employee engagement activities and recognition awards.
• Years of Service awards.
• Career enhancement and growth opportunities.
• Leadership Academy and Mentor Program.
• Continuing education and career certifications.
• Variety of healthcare coverage options.
• Traditional and Roth 401(k) retirement plans.
• Lucrative Wellness Program (based upon employee eligibility).

SWBC is a Substance‑Free Workplace and requires pre‑employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.