Mortgage Loan Officer Assistant

Job Summary

We are seeking a dynamic and detail-oriented Mortgage Loan Officer Assistant to join our team. In this vital role, you will support the mortgage lending process by assisting loan officers with client communication, loan documentation, and compliance procedures. Your proactive approach will help ensure smooth loan origination workflows, adherence to federal and state regulations, and exceptional customer service. This position offers an exciting opportunity to develop industry knowledge in financial services, mortgage products, and lending regulations while contributing to a fast-paced, client-focused environment.

Responsibilities

• Assist Loan Officers with managing and organizing mortgage leads and client information.
• Communicate with prospective borrowers through phone calls, follow-ups, and other client interactions.
• Helped gather and maintain accurate borrower information and documentation.
• Maintain detailed notes and updated client activity within CRM systems.
• Follow up with leads to keep prospects engaged and move opportunities through the sales pipeline.
• Provide professional and personable customer service while addressing questions and directing clients to appropriate mortgage solutions.
• Work closely with Loan Officers and leadership to support daily production and meet team performance goals.
• Manage multiple leads and tasks simultaneously while maintaining strong organization and attention to detail.
• Develop knowledge of mortgage products, lending procedures, and the overall home-buying and loan process.
• Demonstrate a competitive, goal-oriented mindset while consistently looking for opportunities to improve performance and client experience.
• Adapt quickly to coaching, training, and new systems while maintaining a positive and professional attitude.

Experience

• Prior experience in loan officer support or mortgage processing within the financial services or banking industry is preferred BUT NOT REQUIRED.
• Knowledge of FNMA (Fannie Mae), FHA (Federal Housing Administration), VA (Veterans Affairs), and conventional mortgage loans is highly desirable.
• Familiarity with industry regulations such as TILA (Truth in Lending Act), TRID compliance, and mortgage servicing standards.
• Proficiency in Microsoft Office Suite (Word, Excel) for data entry, report generation, and client communication.
• Strong understanding of credit analysis principles, loan documentation procedures, and escrow processes.
• Experience working within a regulated environment ensuring compliance with all applicable lending laws and internal policies.
• Excellent organizational skills with the ability to handle multiple tasks efficiently while maintaining attention to detail in a fast-paced setting.

Join us to be part of a dedicated team committed to delivering exceptional mortgage solutions while advancing your career in financial services!

Pay: $80,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $80,000 - $150,000