What are the responsibilities and job description for the Loan Assistant position at Dominion Financial Services?
Job Description:
Dominion Financial Services (DFS) is a mortgage originator specializing in single-family real estate investments. Our core products include short-term bridge loans for fix & flip investors and long-term rental loans for landlords expanding their portfolios. DFS is a process-driven, detail-oriented organization that thrives on efficiency and structure. Our current origination volume is $70MM per month, and we are seeking a meticulous and dependable Loan Assistant to support our growing team.
This role requires a detail-oriented professional who values accuracy, structure, and consistency. The ideal candidate takes pride in their work, follows procedures carefully, and ensures loan servicing processes run smoothly and efficiently.
Our Company’s Core Values:
- Integrity
- Accountable & Dependable
- Team Centric
- System & Process Oriented
- Service Ethic
- Organized Efficiency - Risk Management & Compliance
Responsibilities:
- Ensure complete and accurate loan records in compliance with company and regulatory standards.
- Process loan payoffs efficiently and issue necessary documentation for borrower requests.
- Generate and distribute recurring notices across all product lines, including billing statements and maturity notices.
- Prepare and verify loan documentation to ensure accuracy and compliance.
- Perform precise data entry in Salesforce, updating loan details and maintaining data integrity.
- Provide clear, professional customer service by addressing loan-related inquiries and resolving issues.
- Conduct regular audits of loan files to ensure compliance and accuracy.
- Reconcile payments and process financial transactions with a high level of accuracy.
- Support financial reporting and compliance efforts by updating reports for partners and stakeholders.
- Collaborate with underwriting, loan origination, and accounting teams to improve workflow efficiency.
- Assist with daily reconciliations and documentation of deposits, new loans, and loan transfers in QuickBooks and Excel.
Requirements:
- 5 years of experience in loan servicing, loan documentation, or a related financial role.
- Proven ability to work with precision in a highly structured, detail-focused environment.
- Proficiency in Microsoft Office, especially Excel and Word.
- Strong analytical and problem-solving skills.
- Familiarity with general ledger balancing and common banking transactions.
- Experience with Salesforce or other loan servicing software is a plus.
Benefits:
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) with Matching
- Paid Time Off
Why Join Dominion?
- Company Outings & Social Events
- Virtual Events & Networking Opportunities
- Companywide Competitions & Raffles
- Personal Financial Workshops
- Orioles Season Tickets
If you are a highly organized, detail-oriented professional who thrives in a structured environment, we encourage you to apply and become part of our dynamic team at DFS!
Salary : $70,000 - $75,000
