Job Description

Job Title

Loan Officer Assistant

Reports To

Branch Manager

Job Overview

The loan officer assistant works under the direct supervision of a loan officer inside sales, outside sales, or mortgage loan originator. They are responsible for facilitating the accurate and timely completion of home real estate loan applications including making initial contact and follow-ups with clients, gathering information for new loan underwriting, providing support throughout the mortgage loan application process, and performing administrative duties. They generally work at a mortgage company and interface with their mortgage loan officer, underwriters, realtors, and prospective buyers.

Responsibilities and Duties

• Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items.
• Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator.
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service.
• Screen and make calls, book appointments, and provide administrative support as needed.

Qualifications

• High school diploma or equivalent required. College degree in finance or banking preferred.
• Valid NMLS License
• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant.
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Highly motivated and goal-oriented with excellent customer service and communication skills
• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred.

Work Experience Required:

• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant.
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Highly motivated and goal-oriented with excellent customer service and communication skills
• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred.

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