Loan Officer Assistant

Accountabilities:

• • Provide clerical, administrative, and operational support to assigned mortgage loan originators.
  • Manage and maintain appointment calendars, schedule meetings, and provide timely reminders regarding upcoming commitments.
  • Receive, place, and screen telephone calls while resolving routine matters and helping protect the loan officer’s time.
  • Interact professionally with mortgage customers and visitors, including conducting initial interviews when appropriate.
  • Assist mortgage loan originators in gathering the information and documentation required for loan files.
  • Review loan files for completeness and ensure required documentation is in place before files are forwarded to the processing team.
  • Coordinate with loan processors, title companies, real estate agents, and other stakeholders to ensure mortgage-related deadlines are met.
  • Schedule loan closings and communicate relevant details and timelines to the loan officer, processor, title company, and real estate agent.
  • Monitor workflow and follow up on outstanding items to help ensure timely completion of the loan process.
  • Maintain organized records and provide responsive support throughout the mortgage origination process.

  Requirements:

  • High school diploma or equivalent GED required.
  • At least 1 year of clerical, administrative, or related professional experience.
  • Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills for interacting with customers, loan officers, processors, title companies, and real estate professionals.
  • Strong attention to detail and the ability to identify missing or incomplete documentation.
  • Ability to work independently while maintaining effective communication with a distributed team.
  • Professional, customer-focused approach with strong follow-through and reliability.
  • Ability to handle confidential customer and financial information appropriately.
  • Comfortable working in a fast-paced environment where priorities and deadlines may change.

  Benefits:

  • Base salary plus bonus opportunities.
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Health Savings Account and Flexible Spending Account options.
  • Paid vacation and sick time.
  • Paid holidays.
  • Paid parental leave.
  • Tuition reimbursement.
  • Additional employee benefits and programs.
  • Remote work opportunity within the applicable operational footprint.
  • Opportunity to develop experience in mortgage origination and financial services.