We are seeking a Loan Officer Assistant to join our team!

Responsibilities:

1. Loan Application & Client Support

Assist loan officers in gathering borrower details and completing applications

Communicate with borrowers for necessary documentation

Outline basic loan process steps and timelines (non-advisory)

Track application progress and follow up to prevent delays

Schedule calls and disclosures for the loan officer

2. Documentation & File Management

Review loan files for accuracy before submission

Organize borrower documents in LOS (e.g., Encompass, Calyx)

Upload and index documents per lender requirements

Ensure compliance with document standards

3. Disclosure & Compliance Support

Prepare and send initial and redisclosure packages

Verify timely disclosure delivery (TRID)

Monitor compliance with relevant regulations

Document borrower intent and flag compliance issues

4. Processing & Underwriting Coordination

Submit loan files to processing and underwriting

Clearly communicate conditions to borrowers

Collect and submit conditions promptly

Coordinate with title companies and appraisers

5. Pipeline Management & Reporting

Update pipeline status in LOS and CRM

Monitor rate lock expirations and deadlines

Assist with pipeline reporting and identify bottlenecks

6. Professional Standards

Maintain borrower confidentiality

Adhere to company policies and regulations

Represent the company professionally

Stay updated on lender guidelines

​Qualifications:

• Previous experience in finance, banking, or other related fields
• Familiarity with financial and lending practices
• Ability to build rapport with clients
• Strong analytical and mathematical skills
• Excellent written and verbal communication skills
• 2 years experience required
• Spanish Speaker Preferred