Loan Officer/Loan Officer Assistant (Remote)

Loan Officer/Loan Officer Assistant

Our client is seeking motivated and customer-focused Loan Officers and Loan Officer Assistants to join their growing mortgage lending team. This role is ideal for professionals who thrive in a fast-paced environment, enjoy building relationships, and are passionate about helping clients achieve their homeownership and financial goals.

Key Responsibilities

• Originate residential mortgage loans by contacting prospective clients and developing referral relationships
• Meet with clients to discuss mortgage loan products and financing options
• Analyze applicant financial information including income, assets, debts, credit, and collateral
• Recommend loan products that best align with client needs and financial goals
• Develop and maintain relationships with realtors, builders, financial advisors, and other referral partners
• Conduct business development and networking activities both inside and outside the office
• Maintain current knowledge of mortgage products, market trends, compliance requirements, and lending guidelines
• Market and promote mortgage products through networking, relationship building, and community outreach
• Coordinate with processors, underwriters, and support staff to facilitate timely loan closings
• Ensure compliance with all mortgage lending laws, regulations, and company policies
• Complete all required continuing education and licensing requirements

Loan Officer Assistant Responsibilities

• Support Loan Officers throughout the loan origination process
• Assist with scheduling client consultations, applications, and follow-up appointments
• Communicate loan status updates with borrowers, processors, and referral partners
• Collect and organize documentation required for loan applications
• Assist with database management and loan file maintenance
• Coordinate communication between clients and internal support teams
• Provide exceptional customer service and administrative support

Requirements

• Active mortgage loan originator license in the state of residence required for Loan Officer roles
• Ability to obtain and maintain applicable licensing and compliance requirements
• Familiarity with mortgage lending processes, regulations, and compliance standards
• Strong communication and interpersonal skills
• Exceptional customer service and relationship-building abilities
• Ability to analyze financial information and explain complex loan products clearly
• Strong organizational and multitasking skills
• Proficiency in Microsoft Office and mortgage-related software systems
• Established referral network within the mortgage or real estate industry preferred
• Ability to pass background and compliance screenings

Preferred Experience

• Mortgage lending, banking, financial services, or sales experience
• Experience working with referral partners such as realtors, builders, and financial advisors
• Knowledge of conventional, FHA, VA, and jumbo loan products