Loan Assistant

Loan Officer Assistant – Team Holland, Meridian Mortgage

We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You’ll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.

• Loan Intake & Applications
  • Gather complete borrower information and take thorough applications.
  • Collect and review initial documentation to ensure clean files for processing.
  • Run DU/LP findings, identify and correct errors, and escape red flags quickly.
  • Serve as a trusted point of contact for clients, keeping them updated on loan milestones.
  • Request and track missing documents promptly to avoid delays.
  • Reinforce our team’s reputation by delivering clear, proactive, and empathetic communication.
  • Log all client and partner communications in CRM (Jungo/Salesforce).
  • Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.
  • Support realtor partners by delivering quick updates, ensuring a “refer with confidence” experience.
  • Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.
  • Price loans and quote fees/interest rates accurately.
  • Ensure all files are compliant with state, federal, and company requirements.

• Knowledge of industry standards for income, asset, credit, and appraisal approval.
• Familiarity with Fannie, Freddie, FHA, VA, USDA, and niche programs.
• Strong attention to detail, organizational skills, and written communication.
• Comfort using CRM systems to manage tasks, notes, and workflows.
• Excellent interpersonal skills: able to build trust with clients and referral partners.
• A growth mindset with the ability to work in a goal-oriented, team-based environment.
• NMLS license (or ability to obtain if needed).

• Files are submission-ready the first time.
• Clients and partners feel informed and cared for at every step.
• The LO is freed up to focus on sales, referrals, and consultations because you own the backend process.
• CRM tasks and pipeline updates are consistently managed — creating predictability and scalability.