Mortgage Loan Officer Assistant

CMS Mortgage is looking for a Loan Officer Assistant to serve as a true right-hand partner to our Loan Officer. This is not an entry-level support role. We are seeking someone with strong mortgage experience who is client-facing, detail-oriented, and confident in managing files and communication from application through pre-approval and beyond. Required Experience (Read Before Applying): • This role requires a minimum of 2 years of recent mortgage industry experience. Applicants without direct experience as a Loan Officer, Loan Officer Assistant, Processor, or Underwriter will not be considered. • You will be introduced to every client from day one as a core member of the loan team. You will support the pre-approval pipeline, manage client and agent communication, follow up with active and inactive leads, and ensure files are clean, structured, and moving forward. • When the Loan Officer is unavailable, you are the knowledgeable and reliable point of contact that clients and agents trust. • If you thrive in a fast-paced environment and take pride in keeping files organized and communication consistent, this role is a strong fit. Compensation & Perks: • Competitive base compensation commensurate with experience. • Per-loan bonus structure with additional performance bonuses at volume milestones. • Paid access to tools and training resources. • Flexible hybrid work structure. Responsibilities: • Review and reconcile all incoming applications, including credit, income, and documentation prior to the Loan Officer review • Run AUS (DU/LP), identify appropriate loan structure, and flag potential issues early • Manage the pre-approval pipeline from application through pre-approval letter issuance • Generate and update pre-approval letters quickly and accurately • Provide client and realtor communication via phone, text, and email throughout the process • Coordinate file setup in ARIVE upon receipt of a purchase agreement, ensuring accuracy of contacts and contract details • Provide ongoing borrower updates and milestone communication • Follow up with pre-approved clients, incomplete applications, and refinance opportunities • Track active files and ensure progress at each stage of the pipeline • Participate in weekly pipeline meetings and maintain accountability across all active files Qualifications: • Minimum 2+ years of mortgage industry experience required (non-negotiable) • Experience as a Loan Officer Assistant, Mortgage Processor, Underwriter, or Loan Officer strongly preferred • Strong understanding of income calculation, including self-employed borrowers • Hands-on experience with credit review and AUS systems (DU/LP) • Ability to structure files and support pre-approvals independently • Strong understanding of loan programs, including Conventional, FHA, VA, and Non-QM • Prior experience in the broker channel is a plus • Familiarity with working across multiple lenders and pricing scenarios is preferred The Mindset We Cannot Train • Detail-oriented, with strong follow-through and accuracy • Proactive communicator who keeps clients and the Loan Officer informed • Calm under pressure and able to manage multiple priorities • Organized and able to manage a high-volume pipeline • Professional, warm, and confident in client-facing communication Please Note: This is not an entry-level role. We are specifically seeking candidates with prior mortgage experience who can step into the role and contribute immediately.

• Review and reconcile all incoming applications, including credit, income, and documentation prior to the Loan Officer review • Run AUS (DU/LP), identify appropriate loan structure, and flag potential issues early • Manage the pre-approval pipeline from application through pre-approval letter issuance • Generate and update pre-approval letters quickly and accurately • Provide client and realtor communication via phone, text, and email throughout the process • Coordinate file setup in ARIVE upon receipt of a purchase agreement, ensuring accuracy of contacts and contract details • Provide ongoing borrower updates and milestone communication • Follow up with pre-approved clients, incomplete applications, and refinance opportunities • Track active files and ensure progress at each stage of the pipeline • Participate in weekly pipeline meetings and maintain accountability across all active files