Loan Officer Assistant

Job Description

Job Description

Description : Overview :

We are a growing mortgage team looking for an organized, detail-driven Operations Coordinator / Loan Officer Assistant to help keep our loans — and clients — on track from application to closing. If you love checklists, staying one step ahead, and making complex things run smoothly, we’d love to meet you.

This role supports a Senior Mortgage Banker and is critical to ensuring an efficient, well-communicated, and smooth client experience. You will manage files, coordinate communication, and help improve workflows and systems. Mortgage experience is required.

Below is not the full list of responsibilities / role that comes with the LOA job description. If you would like the full LOA job description we can discuss this during the interview.

Key Responsibilities :

• Track and manage loan files from pre-approval through closing
• Gather, organize, and upload client documents in Encompass
• Prepare disclosures and assist with running DU / LP
• Follow up with clients, realtors, and team members via phone, email, and text
• Support marketing efforts using tools like Total Expert
• Improve workflows and help create standard operating procedures (SOPs)
• Coordinate internal operations and occasional business events

Requirements :

What We are Looking For :

Why Join Us?

You’ll be part of a tight-knit, high-performing team that values client care, efficiency, and growth. We take our work seriously — but we also like to keep things fun, friendly, and people-first.