Loan Officer Assistant

The Loan Officer Assistant supports the Loan Officer and Operations Team throughout the mortgage loan process by assisting with file setup, document collection, communication, follow-up, and pipeline management. The ideal candidate is highly organized, detail-oriented, customer-service driven, and able to thrive in a fast-paced mortgage environment.

This position plays a critical role in ensuring an exceptional borrower experience while helping maintain efficient workflow and timely loan closings.

Essential Duties and Responsibilities

• Assist Loan Officers with daily loan pipeline management
• Communicate with borrowers, real estate agents, title companies, and internal staff throughout the loan process
• Collect and organize borrower documentation
• Review loan applications for completeness and accuracy
• Upload and manage loan documents within the company LOS system
• Monitor milestone deadlines and assist in meeting closing timelines
• Follow up with borrowers for outstanding conditions and documentation
• Maintain accurate notes and communication logs within the company system
• Prepare files for disclosure, processing, underwriting, and closing
• Assist with scheduling closings and coordinating final loan conditions
• Provide exceptional customer service and timely communication to clients and referral partners
• Support compliance with company policies, investor guidelines, and applicable regulations
• Perform other administrative and operational duties as assigned

Qualifications

• Previous mortgage or financial services experience preferred
• Strong organizational and multitasking skills
• Excellent verbal and written communication skills
• Strong attention to detail
• Ability to work in a fast-paced environment and meet deadlines
• Proficiency with mortgage software systems and Microsoft Office products preferred
• Ability to maintain confidentiality and professionalism at all times

Preferred Skills

• Knowledge of conventional, FHA, VA, USDA, and non-QM loan products
• Understanding of mortgage documentation and loan process timelines
• Customer service and relationship-building skills
• Strong organizational skills

Work Environment

• Fast-paced, high enery office environment
• Frequent communication with clients, referral partners, and internal departments
• Ability to manage multiple files and priorities simultaneously

Compensation and Benefits

• Salary and bonus comp structure
• Health, dental, and vision benefits
• Paid time off and holidays
• Opportunities for growth and advancement within the company

Equal Opportunity Employer

Lending Heights, LLC is an equal opportunity employer and complies with all applicable federal, state, and local employment laws.