Loan Asst

Loan Officer Assistant This is an in Office Role 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.