Loan Officer Assistant

We are seeking a highly organized and detail-oriented Loan Officer Assistant to support our mortgage team by managing loan files, following up on required documentation, communicating with clients and real estate partners, and assisting with administrative and marketing tasks.

The ideal candidate is proactive, customer-focused, and able to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Assist Loan Officers throughout the mortgage loan process from application to closing.

• Update and maintain the Loan Origination System (LOS) with accurate borrower and loan information.

• Work closely with loan processors to obtain outstanding loan conditions and required documentation.

• Follow up with borrowers to collect missing documents and provide status updates.

• Communicate with real estate agents, title companies, and other third parties regarding loan progress.

• Monitor loan milestones and ensure loan files remain on schedule.

• Maintain organized and compliant electronic loan files.

• Coordinate appointments, meetings, and calendars for Loan Officers.

• Prepare and send disclosures, forms, and other loan-related documents as directed.

• Perform general administrative tasks, including data entry, email management, and document organization.

• Assist with social media marketing by scheduling posts, creating simple graphics, responding to inquiries, and maintaining the company's online presence.

• Support other administrative and operational tasks as assigned.

Qualifications

• Previous experience as a Loan Officer Assistant, Mortgage Assistant, Mortgage Processor, or a similar administrative role is preferred.

• Knowledge of the mortgage loan process and terminology is highly preferred.

• Experience using a Loan Origination System (LOS) such as Encompass, Arive, Calyx Point, LendingPad, or similar platforms is an advantage.

• Strong organizational and time management skills.

• Excellent written and verbal English communication skills.

• High attention to detail with the ability to manage multiple priorities.

• Proficiency in Microsoft Office and Google Workspace.

• Experience working in a remote environment is preferred.

• Familiarity with CRM systems and document management software is a plus.

• Basic experience with Canva, Facebook, Instagram, or LinkedIn for social media management is an advantage.

Required Skills

• Administrative Support

• Mortgage Loan Coordination

• Customer Service

• Document Collection & Follow-up

• Calendar & Email Management

• Data Entry

• Communication & Relationship Management

• Organization & Time Management

• Basic Social Media Support

• Problem Solving

• Attention to Detail

Preferred Experience

• 1–3+ years of experience supporting Loan Officers, Mortgage Brokers, or Mortgage Companies.

• Experience working with U.S. mortgage lending processes.

• Familiarity with FHA, VA, Conventional, and USDA loan products is a plus.

Who We're Looking For

This role is ideal for someone who enjoys coordinating multiple moving parts, keeping loan files organized, and ensuring borrowers and business partners receive timely updates throughout the mortgage process. If you're detail-oriented, proactive, and thrive in a collaborative environment, we'd love to hear from you.