Mortgage Loan Officer Assistant
Listed on 2026-10-16
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Finance & Banking
Finance Assistant, Loan Servicing, Banking & Finance -
Administrative/Clerical
Finance Assistant, Loan Servicing, Banking & Finance
This position will report directly to the assigned Mortgage Loan Officers and may also be required to report to Senior Management. The Mortgage Loan Officer Assistant (LOA) is responsible for providing ongoing and consistent support to the sales process as well as excellent communication with internal and external customers.
- Notify borrower(s) of documentation required to process a mortgage loan
- Prepare documents for the client in person or in Docu Sign
- Organize files for processing
- Order Appraisals for Conventional, FHA, USDA
- Gather homeowners insurance and payoff
- Assist processor in collecting missing documentation for file
- Collect first payments from clients
- Check mortgage messages and return calls
- Assist with gathering closing gifts for clients
- Assist with marketing activities to include event preparation & management
Advanced
Verbal CommunicationAdvanced
ProfessionalismIntermediate
Microsoft Office SuiteIntermediate
Behaviors Required Team Player: Works well as a member of a group
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Motivations Required Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Education RequiredHigh School or better in Business Administration.
Experience Required 2 years:Experience in an office environment
PreferredBasic knowledge of financials and tax returns
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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