Job Description
We’re looking for a highly motivated, detail-oriented Loan Officer Assistant with strong mortgage processing experience and a passion for providing exceptional client service. This hybrid role requires someone who thrives at the intersection of client-facing support and back-end mortgage operations. You’ll serve as a critical partner to a high-performing loan officer, managing the entire loan lifecycle—from pre-qualification to post-closing.
This is a high-impact role where your proactive communication, organizational skills, and compliance know-how will directly contribute to faster closes, happy clients, and long-term business growth.
Responsibilities
Serve as the first point of contact for prospective borrowers, assisting in gathering initial documents and vetting applications to ensure product and guideline alignment.
Manage files from application to post-close, including pre-approvals, pipeline tracking, and follow-up documentation. Ensure all stages of the loan process are completed accurately and on schedule.
Review applications and documentation to ensure alignment with mortgage guidelines, underwriting requirements, and all federal/state regulations.
Maintain an organized loan pipeline with clear status tracking. Communicate proactively with loan officers, clients, and internal teams to resolve issues and prevent bottlenecks.
Act as a liaison between the loan officer and client throughout the loan lifecycle. Provide updates, explain documentation requests, and help manage client expectations.
Assist loan officers with administrative tasks, CRM updates, appointment scheduling, and lead follow-up to ensure the loan team can operate at maximum efficiency.
Qualifications
~2–4 years of experience in mortgage loan processing, underwriting, or related operations
~2+ years of experience as a Loan Officer Assistant or in a similar client-facing role within the mortgage industry
~ In-depth knowledge of conventional, FHA, VA, and/or Non-QM loan programs
~ Proven ability to manage high-volume loan pipelines and prioritize in a fast-paced environment
~ Familiarity with LOS systems such as Arive, Encompass, Calyx Point, or similar
~ Excellent written and verbal communication skills with a client-first mindset
~ Strong understanding of mortgage compliance, TRID, and federal/state lending regulations
~ Highly organized with strong attention to detail and follow-through
~ Ability to work independently and as part of a team with minimal supervision
~ NMLS license is a plus, but not required
~ Fluent in Spanish preferred, but not required
Compensation
$90,000 - $100,000 OTE Annual Earnings
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