Loan Officer Assistant (Lead to Contract)

Accountabilities:

• • Serve as a primary customer contact for licensed activities on behalf of the loan originator, providing timely communication and keeping customers informed throughout the applicable stages of the process.
  • Support lead-to-contract activities by responding to new leads within 20 minutes, scheduling and confirming appointments, managing calendars, and working toward established lead-to-appointment conversion targets.
  • Maintain lead trackers, customer databases, and other platforms while sending online pre-qualification links and keeping client information accurate and current.
  • Assist loan originators with obtaining complete and accurate Uniform Residential Loan Application (1003) information and collecting supporting documentation required for pre-approval.
  • Review customer credit and financial scenarios, run credit reports and automated underwriting system (AUS) findings, prepare initial fee worksheets, and update relevant loan information.
  • Monitor pre-approved clients and referral sources through regular status updates and follow-up calls to maintain engagement and move opportunities forward.
  • Provide pricing and rate information in accordance with established policies and communicate applicable fees to the operations team.
  • Support rate-lock communications and customer discussions within the scope of applicable licensing, regulatory, privacy, and safeguarding requirements.
  • Maintain strong relationships with referral sources through responsive service, professional communication, follow-up, and client appreciation activities.
  • Provide marketing and administrative support by coordinating approved advertising materials and managing compliance-approved email marketing campaigns for real estate professionals.
  • Stay current with approved lending programs, software systems, procedures, and process changes, helping implement new tools and workflows for the team and customers.
  • Maintain accurate records and perform data-entry and administrative activities using Microsoft Office, PDF software, cloud-based platforms, and other third-party systems.
  • Escalate complex issues appropriately and follow established policies, investor underwriting guidelines, and regulatory requirements, including restrictions on submitting documents to underwriting or ordering certain non-third-party verifications.
  • Perform additional responsibilities as assigned while maintaining a high standard of integrity, professionalism, responsiveness, and customer service.

  Requirements:

  • Active NMLS/MLO licensing is required.
  • High school diploma or equivalent preferred, with at least two years of experience in mortgage lending or a related field.
  • Strong understanding of mortgage lending processes, customer qualification, credit review, pre-approval activities, and loan origination support.
  • Excellent verbal and written communication skills, with the ability to communicate professionally with customers, loan originators, referral partners, and internal teams.
  • Highly organized and detail-oriented, with the ability to manage multiple priorities and maintain accuracy in a fast-paced, metrics-driven environment.
  • Strong sense of urgency, responsiveness, and accountability when managing customer and lead follow-up.
  • Proficiency with Microsoft Word, Excel, Microsoft Office Suite, PDF software, collaborative cloud platforms, and third-party business applications.
  • Basic mathematical skills and strong data-entry capabilities.
  • Demonstrated customer-service mindset, patience, professionalism, and ability to handle sensitive customer interactions appropriately.
  • Strong ethical standards and commitment to integrity, respect, collaboration, continuous learning, and service excellence.
  • Ability to work with limited independent judgment within established procedures and escalate complex matters when additional guidance is required.
  • Ability to work primarily in a sedentary office environment with frequent use of computers, keyboards, and mice.
  • Availability to work in a U.S.-based professional environment; travel is not expected for this position.

  Benefits:

  • Target salary range of $21–$25 per hour, depending on experience, education, and geographic location.
  • Eligibility for incentive compensation.
  • Medical, dental, and vision insurance.
  • Life insurance and accidental death and dismemberment (AD&D) coverage.
  • Long-term disability (LTD) coverage.
  • 401(k) retirement plan with employer match.
  • Professional and supportive work environment.
  • Opportunity to develop expertise in mortgage lending and loan origination support.
  • Full-time employment with no regular travel requirement.