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Loan Officer Assistant
About the Role
We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You’ll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.
Key Responsibilities
● Loan Intake & Applications
○ Gather complete borrower information and take thorough applications.
○ Collect and review initial documentation to ensure clean files for processing.
○ Run DU/LP findings, identify and correct errors, and escalate red flags quickly.
● Client Communication & Experience
○ Serve as a trusted point of contact for clients, keeping them updated on loan milestones.
○ Request and track missing documents promptly to avoid delays.
○ Reinforce our team’s reputation by delivering clear, proactive, and empathetic communication.
● Partner Support & CRM Management
○ Log all client and partner communications in CRM (Jungo/Salesforce).
○ Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.
○ Support realtor partners by delivering quick updates, ensuring a “refer with confidence” experience.
● Pipeline & Compliance Execution
○ Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.
○ Price loans and quote fees/interest rates accurately.
○ Ensure all files are compliant with state, federal, and company requirements.
Qualifications (What We’re Looking For)
● Previous LOA experience Required
● Strong attention to detail, organizational skills, and written communication.
● Comfort using CRM systems to manage tasks, notes, and workflows.
● Excellent interpersonal skills: able to build trust with clients and referral partners.
● A growth mindset with the ability to work in a goal-oriented, team-based environment.
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