Mortgage Loan Assistant

Job Description

Job Description

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, lenders, and underwriters to nurture relationships and develop new business. 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! Compensation:

$65,000 yearly + bonus DOE

Responsibilities:

• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
• Provide administrative support such as screening and making calls, booking appointments, etc.
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service

• Gather initial documentation to fully pre-qualify a borrower based on their portfolio, make program and product recommendations for what best fits their needs
• Gather initial documentation from the borrower
• Structure the loan and send out a needs list of additional documentation needed
• Confidently provide an accurate pre-approval to the borrower
• Problem-solve ways to make a file work and structure it accordingly

Qualifications:

• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
• Although not required, having an NMLS license or training is preferred

• Expert-level knowledge of Fannie and Freddie guidelines
• Strong ability to calculate income and run LP and DU

About Company

CCM is America’s #1 Retail Mortgage Lender. We have more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C., and Puerto Rico. In 2025, our team closed over 131,000 home purchases — making 1 in 35 homes a CCM home.

Our company has been recognized 10 times on the Inc. 5000 list of America’s fastest-growing private businesses, received many awards for our standout culture, and been named the nation’s top retail lender by Scotsman Guide and Mortgage Executive Magazine .

We offer more than 120 purchase, refinance, and home equity solutions — ranging from conventional and jumbo mortgages to government-insured programs from FHA and programs for Veterans and rural homebuyers — and we are a direct lender and approved seller and servicer by Freddie Mac, Fannie Mae, and Ginnie Mae.

Through our dedication to getting it done, we make every mortgage feel like a win.