Mortgage Loan Officer Assistant

Job Description

Job Description

The loan officer assistant (LOA) is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. The LOA will work cohesively with the Loan Officer(s), borrowers, loan processors, underwriters, and third parties to close 95%+ of all loans on time while providing an outstanding experience from application to close. This position requires substantial cash, credit, capacity (income), collateral, communication skills, and the ability to be resourceful.

Compensation:

$75,000 - $90,000

Responsibilities:

• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Screen and make calls, book appointments and provide administrative support as needed
• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork

Essential Duties of this Position:

Set-Ups:

Pre-Approval:

Contract-to-Close:

Marketing & Business Development:

• Develop and maintain relationships with referral partners to generate new business opportunities.

• Provide in-depth support for marketing initiatives, including email campaigns, follow-ups with past clients, and engagement with referral sources.

• Work closely with the LO to implement strategic business development initiatives to increase brand awareness and client engagement.

• Proactively go through the database during downtime in a refinance market to identify potential refinance opportunities and reach out to past clients.

Technology & CRM Management:

• Quickly learn and adapt to various technology platforms used in the mortgage process.

• LP1 and LP2 will work together to track all CRM activities, ensuring every lead, referral source, and borrower status is accurately recorded.

• Ensure every lead is categorized correctly (e.g., referred, emailed application, completed application, credit repair needed, etc.).

• Have real-time knowledge of every lead and file status at all times.

• Frequently communicate with first-time homebuyers via text to enhance engagement and responsiveness.

• Act as the primary contact between clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed

• Review all loan package documentation for discrepancies, omissions, and income calculations, then report any discrepancies to the loan originator

• Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

• Coordinate and prepare documentation necessary for verifications and underwriting, such as loan files, loan packages, credit reports, and additional mortgage application paperwork

Qualifications:

Key Skills & Qualifications:

• Minimum 5 years of experience in mortgage processing, underwriting, or origination.

• If not licensed, willing to do so within the first 4 months of employment.

• Strong knowledge of investor guidelines, DU/DO, LP, and Encompass Loan Origination System.

• Excellent verbal and written communication skills.

• Ability to handle high-pressure situations and manage multiple files at once.

• Highly organized, self-motivated, and proactive in follow-ups and file tracking.

• Strong ability to generate and nurture referral relationships.

• Ability to quickly learn and navigate mortgage technology systems.

• Ability to communicate effectively via text, especially with first-time homebuyers.

• Ability to provide exceptional customer service and go above and beyond for borrowers.

• High school diploma or equivalent required. College degree in finance or banking preferred

• Preferably 5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position

• Computer proficiency required, including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred

• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.

• Excellent customer service and communication skills, and willing to go above and beyond for customers and team

• Although not required, having an NMLS license or training is preferred

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.