Remote Loan Officer Assistant

Schedule: Monday–Friday, 9:00 AM–6:00 PM (in your time zone)
Compensation: $45,000 base salary (non-exempt) not bonus or commission eligible, Benefits available.
Career Track: This is a stepping stone role. You must be willing and able to become a licensed Loan Officer within 1–2 years. Most Loan Officers on this team earn $150K+ by year 3.
Firm Requirement:To qualify for this role, your recent work history must include at least one year as a Loan Officer Assistant within the past 12 months, and your overall experience over the past 3 years must include time spent as either a Loan Processor or a Loan Officer Assistant.

Our client — a leading VA mortgage lender — is hiring a Loan Officer Assistant (LOA) to support a high-volume origination team. This is a fully remote, full-time role with a structured 9–6 schedule. The right candidate will be highly organized, client-friendly, and eager to grow into a licensed Loan Officer position.

Please note: This is not a temporary support role. If you are not committed to transitioning into an originator role, you will not be considered.

Please note:
We do not set the requirements for this role. All qualifications are determined by our client and must be followed as outlined.

• Quiet, distraction-free home office

• Must be able to hardwire a desktop computer and VOIP phone (WiFi only is not permitted)

• Comfortable engaging with clients frequently via Zoom in a professional setting

Pipeline & CRM Management

• Track active loans and Salesforce leads

• Monitor borrower engagement and alert Loan Officers

• Manage follow-ups, campaign activity, and database updates

File Setup & Loan Support

• Order appraisals, title, HOI, and initial disclosures

• Enter and update borrower data, run CAIVRS, order WVOEs, and track CDs

• Screen leads, route high-potential clients, and assist with applications under $500K

Client Prequalification & Support

• Help “buy-ready” clients improve credit or income to qualify

• Present loan options and updates via Zoom

• Set borrowers up in rate tracking systems and monitor responses

Agent & Database Research

• Use RESD and Zillow to locate and update VA-friendly realtors in Salesforce

• Add accounts, assign LOs, and maintain accurate referral data

Post-Close & Review Coordination

• Confirm closed loan details and follow up for borrower reviews

• Request, track, and escalate feedback across Google, Zillow, and other platforms

• To qualify for this role, your recent work history must include at least one year as a Loan Officer Assistant within the past 12 months, and your overall experience over the past 3 years must include time spent as either a Loan Processor or a Loan Officer Assistant.
• Excellent phone and video communication skills

• Experience with any mortgage LOS;
  Salesforce is a bonus

• Strong attention to detail and ability to stay organized in a fast-paced environment

• Military background or family connection strongly preferred

• Must be committed to becoming a licensed Loan Officer (licensing support provided)

• NMLS license is a plus, but not required

• Fully remote, structured schedule — no outside sales or cold calling

• Mission-driven work serving veterans and military families

• Clear, supported path into originations with significant earning potential

• Inbound pipeline only — all leads provided
  
  Please note:
  We do not set the requirements for this role. All qualifications are determined by our client and must be followed as outlined.