What are the responsibilities and job description for the Loan Officer Assistant position at Alameda Mortgage Corporation?
We’re looking for a highly organized, proactive Loan Officer Assistant to help support a fast-paced, relationship-driven mortgage business. This is not just an admin role, we’re looking for someone who can take ownership, think ahead, and help keep deals moving smoothly from start to finish.
If you thrive in a detail-oriented environment, love creating structure, and enjoy being a key part of a growing business, this could be a great fit.
Key Responsibilities
- Manage and track all incoming leads and pre-approvals
- Ensure every lead is logged, followed up with promptly, and moved efficiently through the pipeline.
- Maintain and organize CRM/database
- Keep client and partner information accurate, up-to-date, and properly segmented for ongoing communication and marketing.
- Handle data entry and file setup
- Accurately input borrower information, upload documentation, and maintain clean, organized digital files.
- Coordinate calendar and scheduling
- Manage appointments, calls, and meetings to optimize daily workflow and create a seamless client experience.
- Track transactions to ensure all contingencies and closing deadlines are met
- Monitor timelines, follow up with all parties, and help keep files on track for smooth, on-time closings.
What We’re Looking For
- Strong attention to detail and organization
- Proactive mindset (you don’t wait to be told what to do)
- Excellent communication skills (written and verbal)
- Ability to manage multiple priorities and deadlines
- Comfortable with systems, technology, and learning quickly
- Positive, solution-oriented attitude
- Mortgage experience required
Bonus Points If You Have
- Licensed/NMLS
- Experience with CRM systems and loan software (Encompass, etc.)
- Client-facing experience in a fast-paced environment
Why This Role Matters
You’ll play a key role in:
- Creating an exceptional client experience
- Helping the business grow and scale
- Keeping transactions smooth, organized, and on time
This is an opportunity to be part of a team that values relationships, communication, and doing things the right way.
- If this sounds like you (or someone you know), please send us an email: kdteam@alamedamortgage.com