Loan Officer Assistant

Posted 1hrs ago

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Job Description

Loan Officer Assistant managing onboarding of clients and maintaining file integrity for mortgage loans. Bridging sales and operational excellence within a high-performing team.

Responsibilities:

  • Interface directly with new leads and customers, providing an exceptional, sales-minded onboarding experience.
  • Provide seamless "out of office" and PTO coverage for your assigned LOs as needed to keep business moving.
  • Help drive sales generation through marketing support, networking assistance, and lead generation activities as directed by the LO.
  • Assist with prospect file work, including full application reviews, loan file structuring, product identification/research, and scenario planning using corporate/branch resources.
  • Request and review client documentation.
  • Responsible for complex income calculations and file structure integrity.
  • Clean and "scrub" files, obtain outstanding documentation, and submit complete, accurate loan packages to the Processing team following NNE standard procedures.
  • Initiate and assist with some or all third-party order requests for active files.
  • Oversee files currently with the Processing and Closing teams to ensure everything moves smoothly to close according to strict branch standards.
  • Proactively manage the LOs' active pipelines and conduct regular, formal pipeline review meetings with your paired LOs.
  • Assist with rate locks, rate negotiations, pricing, and concessions (must be licensed or fully willing to obtain licensing immediately upon hire).

Requirements:

  • Proven background as an LOA, processor, or similar role within the mortgage space.
  • A unique blend of a "sales-minded" personality with a rigid, detail-oriented operational skillset.
  • Already licensed, or highly motivated and willing to obtain your mortgage loan originator license quickly.
  • Availability to occasionally assist clients or support the pipeline outside of standard business hours, including evenings or weekends, as business flow requires.
  • High organizational skills to juggle competing priorities across 2 to 3 different Loan Officers.

Benefits:

  • Additional incentive payout, typically structured as basis points (BPS) or a per-file bonus – paid directly based on LO production