Loan Officer Assistant

We are a high-performing mortgage lending team committed to delivering exceptional service, speed, and communication throughout the home financing process. Our culture is built on accountability, responsiveness, and teamwork — with a strong focus on creating an outstanding first impression for every borrower and referral partner we serve. We believe that success comes from disciplined follow-up, clear communication, and a genuine commitment to helping clients move confidently toward homeownership.

Position Overview

We are seeking a motivated, detail-oriented, and client-focused Loan Officer Assistant to support a top-producing mortgage team. This role serves as the first point of contact for incoming leads and plays a critical role in converting inquiries into pre-approved borrowers.

The Loan Officer Assistant is responsible for managing front-end communication, responding quickly to new leads, gathering borrower information, and ensuring a smooth handoff to the Loan Officer. This position is ideal for someone who thrives in a fast-paced, high-volume environment and enjoys consistent client interaction.

Responsibilities

• Serve as the first point of contact for inbound calls, texts, and emails from prospective borrowers

• Respond to all new leads promptly with a strong sense of urgency

• Make outbound follow-up calls to nurture leads and maintain consistent communication

• Collect preliminary borrower information including income, assets, credit, property details, and loan goals

• Assist in gathering and tracking required documentation for pre-approval

• Maintain accurate and real-time updates within the CRM system

• Schedule appointments and coordinate communication between borrowers and Loan Officers

• Provide frequent status updates to borrowers and internal team members

• Ensure no leads or follow-ups fall through the cracks

• Deliver a professional, positive, and high-touch borrower experience

Qualifications

• Strong phone presence with a confident, professional, and friendly communication style

• Excellent verbal and written communication skills

• Highly organized with strong attention to detail

• Ability to manage a high volume of inbound and outbound calls

• Comfortable multitasking in a fast-paced environment

• Strong follow-up and time management skills

• Ability to build rapport quickly and establish trust with clients

• Prior experience in mortgage, lending, financial services, or a high-volume client-facing role preferred

Compensation & Details

• Pay: $47,000–$50,000 annually

• Schedule: Monday–Friday, 9am–5pm

• Location: Delray Beach, FL

• Job Type: Full-time