Loan Officer Assistant

Support Loan Officers by managing lead intake, engaging with prospective borrowers, assisting with loan setup, and helping move files efficiently through the origination process Contact inbound mortgage leads from our credit union partners through phone calls, emails, and text messages to establish initial contact and assess borrower needs Conduct preliminary borrower conversations to gather information, determine eligibility, and identify financing objectives before introducing members to a Loan Officer Manage a high volume of inbound lead opportunities while maintaining timely follow-up and detailed communication records Assist with loan setup, application review, and collection of borrower documentation Communicate with borrowers, Realtors, title companies, insurance agents, and internal team members regarding loan status and outstanding items Review files for completeness and accuracy before submission to the loan officer Track loan milestones and proactively follow up on conditions and required documentation Maintain accurate loan information and notes within the Loan Origination System Assist with disclosures, pre-qualification activities, and pipeline management Help ensure loans move efficiently from application through closing Deliver outstanding customer service while maintaining compliance with company policies and mortgage lending regulations Requirements Minimum 2 years of mortgage industry experience preferred Experience as a Loan Officer Assistant, Loan Partner, Junior Processor, Loan Setup Specialist, Mortgage Processor, Escrow Officer, Title professional, or Mortgage Call Center Specialist is highly valued High School Diploma or GED required Experience with Encompass Loan Origination System preferred Strong working knowledge of Microsoft Office, including Outlook, Excel, and Word Comfortable making outbound calls and engaging with prospective borrowers Excellent organizational skills with strong attention to detail Ability to manage multiple files, leads, and deadlines simultaneously Professional verbal and written communication skills Self-motivated with the ability to work independently and as part of a team Spanish/English bilingual skills preferred #J-18808-Ljbffr