Mortgage Loan Officer Assistant

Job Summary:
We are seeking a highly organized and detail-oriented Loan Officer Assistant to join our team. The Loan Officer Assistant will support the loan officers in managing their pipeline, coordinating loan documentation, and ensuring a smooth and efficient process for clients applying for loans. This role is ideal for someone who thrives in a fast-paced environment, enjoys helping people, and has a strong understanding of the loan application and approval process.

Key Responsibilities:

• Loan Processing Support:

  • Assist the Loan Officer in gathering and organizing required documents for loan applications.
  • Communicate with clients to request necessary paperwork, such as income verification, credit reports, and other supporting documents.
  • Prepare loan files for underwriting by ensuring all required documents are complete and accurate.
  • Review loan files for compliance with regulatory guidelines and internal policies.
  • Track loan application progress and follow up with clients and third-party vendors to ensure timely processing.

• Customer Service:

  • Provide excellent customer service by responding to client inquiries regarding the status of their loan applications.
  • Act as a liaison between the loan officer, clients, underwriters, and other departments to ensure smooth communication throughout the process.
  • Address client concerns and help resolve any issues that may arise during the loan application process.

• Administrative Support:

  • Schedule meetings and appointments for loan officers with clients and real estate professionals.
  • Maintain and update loan files and databases with accurate information.
  • Assist in the preparation of loan approval and denial letters.
  • Ensure compliance with all applicable federal and state regulations related to loan processing.

• Pipeline Management:

  • Assist in managing and tracking the loan pipeline to ensure timely closings.
  • Keep loan officers updated on the status of loan files and any outstanding requirements.
  • Provide regular reports on the status of loan applications and documents to management.

• Documentation & Filing:

  • Maintain organized records of all loan applications, correspondence, and documentation.
  • Ensure that all client files are properly filed and stored, following company protocols and compliance regulations.

Qualifications:

• High school diploma or equivalent required; associate's or bachelor’s degree in finance, business, or a related field preferred.
• Previous experience in the mortgage or financial services industry is a plus.
• Knowledge of mortgage lending procedures and regulatory guidelines (e.g., RESPA, TILA, TRID) is preferred.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Ability to handle multiple tasks simultaneously and meet deadlines in a fast-paced environment.
• Detail-oriented with a high level of accuracy.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with mortgage processing software.
• Spanish Speaking

Work Environment:

• Fast-paced, team-oriented environment.
• Ability to manage competing priorities and work efficiently under pressure.
• Interaction with clients, underwriters, and loan officers via phone, email, and in person.

How to Apply:
Interested candidates should submit their resume and a brief cover letter detailing their qualifications for the position. We look forward to learning more about how your skills and experience align with our team!