Loan Officer Assistant

Job Description

Job Description

The Loan Officer Assistant supports the Loan Officer and Operations Team throughout the mortgage loan process by assisting with file setup, document collection, communication, follow-up, and pipeline management. The ideal candidate is highly organized, detail-oriented, customer-service driven, and able to thrive in a fast-paced mortgage environment.

This position plays a critical role in ensuring an exceptional borrower experience while helping maintain efficient workflow and timely loan closings.

Essential Duties and Responsibilities

• Assist Loan Officers with daily loan pipeline management
• Communicate with borrowers, real estate agents, title companies, and internal staff throughout the loan process
• Collect and organize borrower documentation
• Review loan applications for completeness and accuracy
• Upload and manage loan documents within the company LOS system
• Monitor milestone deadlines and assist in meeting closing timelines
• Follow up with borrowers for outstanding conditions and documentation
• Maintain accurate notes and communication logs within the company system
• Prepare files for disclosure, processing, underwriting, and closing
• Assist with scheduling closings and coordinating final loan conditions
• Provide exceptional customer service and timely communication to clients and referral partners
• Support compliance with company policies, investor guidelines, and applicable regulations
• Perform other administrative and operational duties as assigned

Qualifications

• Previous mortgage or financial services experience preferred
• Strong organizational and multitasking skills
• Excellent verbal and written communication skills
• Strong attention to detail
• Ability to work in a fast-paced environment and meet deadlines
• Proficiency with mortgage software systems and Microsoft Office products preferred
• Ability to maintain confidentiality and professionalism at all times

Preferred Skills

• Knowledge of conventional, FHA, VA, USDA, and non-QM loan products
• Understanding of mortgage documentation and loan process timelines
• Customer service and relationship-building skills
• Strong organizational skills

Work Environment

• Fast-paced, high enery office environment
• Frequent communication with clients, referral partners, and internal departments
• Ability to manage multiple files and priorities simultaneously

Compensation and Benefits

• Salary and bonus comp structure
• Health, dental, and vision benefits
• Paid time off and holidays
• Opportunities for growth and advancement within the company

Equal Opportunity Employer

Lending Heights, LLC is an equal opportunity employer and complies with all applicable federal, state, and local employment laws.

Lending Heights focuses on dominating by being different in the mortgage space. We are employee-focused and understand that people are our greatest asset.

Company Description

Lending Heights focuses on dominating by being different in the mortgage space. We are employee-focused and understand that people are our greatest asset.