Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Mortgage Loan Officer Assistant

$65k - $80k

The TruTeam of CCM

We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, and other key stakeholders to nurture relationships and develop new business. A primary function of this role is to work from lead to contract in the pre-approval process and to ensure loan officers' leads and referral sources are receiving the lending experience you'll love on a timely basis. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! Our office is in the SouthPark area, and we operate in various states, supporting loan officers locally and remotely all over the place. Responsibilities: • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction • Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Provide administrative support such as screening and making calls, booking appointments, etc. • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator • Analyze income, credit, and assets, and perform complex income analysis calculations • Interact with referral partners and clients to obtain all needed information to pre-approve clients for the correct loan • Issue reliable pre-approvals • Interact with sales and operations to ensure smooth handoff of loan files Qualifications: • Preferred degree in banking or finance, and a high school diploma or equivalent is required • Although not required, having an NMLS license or training is preferred • Excellent customer service and communication skills and willing to go above and beyond for customers and team • Min 2 years experience pre-approving mortgage loans as an LO or LOA with a deep understanding of Conventional, FHA, VA, Jumbo, and Non-QM loan underwriting guidelines. • Experience using Encompass Compensation: $65000 - $80000 yearly

• Analyze income, credit, and assets, and perform complex income analysis calculations • Interact with referral partners and clients to obtain all needed information to pre-approve clients for the correct loan • Issue reliable pre-approvals • Interact with sales and operations to ensure smooth handoff of loan files


Compensation:
$65,000-$80,000 per year

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Mortgage Loan Officer Assistant in Charlotte, NC vacancy
  •  ...Position Summary: The Outside Sales Loan Officer is responsible for building a highly visible reputation as the mortgage loan expert in assigned areas resulting in the generation...  ...the loan process. Essential Functions Assist clients and referral sources primarily away... 
    Suggested
    Shift work

    Sonabank

    Matthews, NC
    4 days ago
  •  ...Mutual Of Omaha Reverse Mortgage Loan Officer Join a winning team, with the brand recognition of a Fortune 300 company that has been in business...  ...designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one's retirement years.... 
    Suggested
    Hourly pay
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours

    Mutual of Omaha Mortgage

    Charlotte, NC
    4 days ago
  •  ...Job Title Serve as Truist Mortgage liaison between the community, local government, and...  ...produce low to moderate income mortgage loans through community partnerships, and...  ...Housing suite of products and Down Payment Assistance programs. Execute on an action plan and... 
    Suggested
    Local area

    SunTrust Investment Services, Inc.

    Pineville, NC
    3 hours ago
  •  ...About this role: Wells Fargo is seeking an Mortgage Retail Sales Consultant (SAFE) in...  ...various sources * Produce high quality loans which are compliant and provide excellent...  ...Desired Qualifications: * Basic Microsoft Office skills * Documented retail residential mortgage... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Charlotte, NC
    2 days ago
  •  ...Mortgage Loan Officer Serving Others. Enriching Lives. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated mortgage... 
    Suggested
    Work at office

    TowneBank

    Charlotte, NC
    5 days ago
  •  ...solicitation and origination of mortgage, real estate related and other HomeTrust Bank loan products. The incumbent counsels...  ...loan originator, processor, sales assistant or equivalent experience with a...  .... ~ Proficient in Microsoft Office products. Preferred: ~ College... 
    Work at office
    Local area

    HomeTrust Bank

    Charlotte, NC
    3 days ago
  •  ...client takes pride in their stability and a proven record of home mortgage lending, commercial lending, and deposit banking services to...  ..., professional service. Position Summary: The Mortgage Loan Officer will use their skills to present and sell beneficial financial... 

    NexGoal

    Matthews, NC
    4 days ago
  •  ...SUMMARY: The Mortgage Loan Officer proactively solicits new residential mortgage business and sells mortgage products to meet established...  ...mortgage lending. 5% Manages mortgage pipeline, assisting customers, inputting applications, and reviewing financial... 
    Local area

    Fidelity Bank

    Charlotte, NC
    2 days ago
  •  ...rewarded for all that they do. Purpose of the Job The Mortgage Loan Officer (MLO) proactively acquires new residential mortgage business...  .... Other Duties and Responsibilities ~ Assists with other tasks and projects as assigned. Knowledge,... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Truliant Federal Credit Union

    Matthews, NC
    17 hours ago
  •  ...an opportunity to contribute to the company’s success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in...  ...adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    2 days ago
  • $28 - $31 per hour

     ...initiating outbound calls within a call center to assist new and existing clients with determining...  ...of a home, refinancing an existing mortgage, or obtaining a new home equity line of...  ...clients with gathering supporting loan documentation, and keeping clients informed... 
    Hourly pay
    Flexible hours
    Weekend work

    Inteletech Global Inc.

    Charlotte, NC
    4 hours ago
  • $20k - $100k

     ...section of the system. Job Description: At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a...  ...products, systems, terminology, tax requirements, down payment assistance programs, etc. Knowledgeable on agency and investor... 
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Charlotte, NC
    2 days ago
  •  ..., refinancing, or home equity loans. nalyze financial goals and...  ...solutions. Submit mortgage applications and help clients...  ...Use multiple systems to assist clients and referral partners....  ...weeks). Training is 100% in-office, no time off allowed. Post... 
    Work at office
    Monday to Friday
    Flexible hours
    Weekend work

    Macpower Digital Assets Edge

    Charlotte, NC
    3 hours ago
  •  ...Community Mortgage Loan Officer Summary: The Community Mortgage Loan Officer drives partnerships with an emphasis on low to moderate census...  ...for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals... 
    Full time
    H1b
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Huntington

    Charlotte, NC
    2 hours ago
  •  ...Mortgage Loan Officer At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united...  ...adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    2 days ago
  • $28 - $31 per hour

     ...initiating outbound calls within a call center to assist new and existing clients with determining...  ...of a home, refinancing an existing mortgage, or obtaining a new home equity line of...  ...center experience/liliHas knowledge of loan products (Conventional, Jumbo and Government... 
    Hourly pay
    Flexible hours
    Weekend work

    Inteletech Global, Inc.

    Charlotte, NC
    3 days ago
  •  ...Tampa. M/I Homes, a top 15 national home builder, continues to grow in the North Carolina area. They are seeking a Mortgage Loan Officer Assistant for its partner builder financing subsidiary, M/I Financial, located in Charlotte. The successful candidate must be well... 
    Work experience placement
    Work at office
    Remote work
    Monday to Friday

    M/I Homes

    Charlotte, NC
    4 days ago
  •  ...Bank Of America Mortgage Loan Originator At Bank of America, we are guided by a common purpose...  ...Bank of America is committed to an in-office culture with specific requirements for...  ...outbound calls within a call center to assist new and existing clients with determining... 
    Work at office
    Work from home
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  •  ...our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Mortgage Loan Coordinator is an entry level position who is responsible for scheduling refinance closings with members in a timely manner... 
    Remote work

    SoFi

    Charlotte, NC
    4 days ago
  • $1,000 per month

     ...exceed the expectations of our residential mortgage borrowers and business partners through...  ...a variety of different types of loans all focused on servicing our existing customers...  ...Leave/Caregiver Leave ~ Adoption Assistance ~ Tuition & Certification reimbursement... 

    NewRez LLC

    Charlotte, NC
    3 days ago
  •  ...Job Summary: Under the supervision of the Regional Mortgage Leader, the Mortgage Consultant is responsible for advising new and existing...  .... Essential Responsibilities: Produces high quality loans which meet Prosperity Mortgage guidelines while providing... 
    Local area

    Prosperity Home Mortgage

    Charlotte, NC
    3 days ago
  • $50k

     ...Join a Company Making Waves: Mortgage Loan Officer at Ternus Lending, LLC Ternus Lending isn’t just another lender—we’re rapidly emerging...  ...can spend more time closing and less time prospecting AI-assisted deal structuring and customer qualification tools that... 
    Monday to Friday

    Ternus Lending, LLC

    Charlotte, NC
    18 hours ago
  •  ...industry? Come join our team at Design Within Reach, as a Sales Assistant - a great entry point to learn, grow, and build your career....  ...displays Assist with inventory of marketing materials, swatches, and office supplies Learn about our products and design principles through... 
    Hourly pay
    Full time
    Work at office
    Weekend work

    DESIGN WITHIN REACH

    Charlotte, NC
    4 days ago
  •  ...Pinnacle Mortgage Advisor At Pinnacle, our goal is to create an atmosphere...  ...substantial mortgage loan volume and loan revenue in accordance...  ..., etc. as appropriate. Assist other team members as needed...  ...required. Proficient in Microsoft Office (Word, Excel, and PowerPoint)... 
    Work at office

    Pinnacle Bank

    Charlotte, NC
    3 days ago
  •  ...Security Risk & Compliance Assistant The Security Risk and Compliance Assistant's primary responsibility is to coordinate the Firm's...  ...KNOWLEDGE, SKILLS, AND ABILITIES: Proficiency with Microsoft Office Suite 365 (Word, Excel, Power Point, etc.). Ability to learn... 
    Work at office
    Remote work

    Robinson Bradshaw

    Charlotte, NC
    4 days ago
  •  ...items in our store at huge discounts. At Kid to Kid, we focus on sustainable fashion, upcycling, and helping the environment. As an Assistant Manager, you play a key role in making that happen by setting the pace on the sales floor, keeping the mood up, and coaching team... 
    Full time
    Part time
    Flexible hours
    Night shift

    Summit Reuse

    Charlotte, NC
    25 days ago
  • $14 per hour

     ...Job Description Job Description Overview Drive Success as an Assistant Manager at Our High-Energy Convenience Store! From customer service to operations, are you ready to be the steady hand that keeps our store energized and running strong on any shift?... 
    Weekly pay
    Shift work

    GPM Investments LLC

    Matthews, NC
    12 days ago
  • $19.5 per hour

     ...work Basic computer skills including knowledge of Microsoft Office applications Skill in operating office equipment and technology...  ...that require moving objects of significant weight require the assistance of another person and/or use of proper techniques and moving... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work

    OneBlood

    Charlotte, NC
    4 days ago
  • Job Description Pizza Restaurant Management - Lead Our Slice of Success! Are you a natural leader with a passion for pizza? Do you thrive in a fast-paced environment and have a knack for motivating teams? If so, we want you to join our management team! Domino’s ...
    Flexible hours

    Domino's Franchise

    Charlotte, NC
    4 days ago
  •  ...Program Assistant | Program Management ProSidian is a Management and Operations Consulting Services Firm focusing on providing value...  ...proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook,... 
    Full time
    Contract work
    For contractors
    Work at office
    Remote work
    Flexible hours

    ProSidian Consulting

    Charlotte, NC
    3 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Mortgage Loan Officer Assistant. Be the first to apply!