Position Summary
We are seeking a detail-oriented and highly organized Loan Officer Assistant to support loan officers throughout the loan application and closing process. This role plays a critical part in ensuring accurate documentation, timely communication, and smooth coordination between borrowers, loan officers, and internal processing teams.
The ideal candidate has strong administrative and communication skills, understands the loan lifecycle, and thrives in a fast-paced, deadline-driven environment while delivering excellent client service.
Key Responsibilities
Loan Processing & File Management
- Assist loan officers with gathering, organizing, and reviewing client documentation related to real estate financing
- Review loan applications for completeness and accuracy prior to submission
- Maintain accurate and up-to-date loan files and client records
- Track loan timelines and ensure all tasks meet critical deadlines
- Prepare documentation to support smooth loan funding and closing
Client Communication & Coordination
Communicate with clients to provide status updates, answer inquiries, and request additional informationAct as a liaison between borrowers, loan officers, underwriters, and processorsMaintain professional, timely, and clear communication with borrowers and referral partnersSupport positive borrower experiences through consistent follow-up and updatesInternal Collaboration & Workflow Support
Coordinate with underwriters and internal teams to ensure timely loan processingIdentify missing or incorrect information and resolve issues proactivelySupport the loan officer in managing multiple loan files simultaneouslyAssist with scheduling appointments, meetings, and follow-upsReporting & Administrative Support
Maintain accurate tracking of loan applications and communicationsGenerate reports on loan statuses and key performance metricsAssist with marketing efforts to support lead development and referral activityPerform additional administrative tasks to improve team productivity and operational efficiencyQualifications
Core Knowledge & Experience
Understanding of the loan lifecycle from application through closingFamiliarity with different loan types (mortgage, personal, auto, commercial)Knowledge of borrower documentation, income verification, credit reports, and loan conditionsWorking knowledge of lending regulations (TILA, RESPA, ECOA, HMDA)Experience with loan processing systems, CRM platforms, and automated underwriting systems (AUS)Skills & Competencies
Strong organizational and file management skillsExceptional attention to detail and data accuracyExcellent written and verbal communication skillsAbility to manage multiple loan files and competing deadlinesStrong problem-solving and follow-up abilitiesProfessional, discreet, and client-focused approachComfortable adapting to regulatory changes, lender policies, and new technologiesRequirements
This is a full time role
$6-$7 / hr