Loan Officer Assistant

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Check out our rating at : Working at Evergreen Home Loans | Great Place To Work®

Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.

Learn more about us on our website here.

Discover what's possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

This position assists the Loan Officer with meeting new clients, completing applications, and facilitating loan closings. Assists with Loan Officer's marketing efforts to new and current clients and assists with administrative tasks. Acquires and retains new and existing customers.

Essential Duties and Responsibilities :

• Assist Loan Officer in meeting with borrowers, taking applications, providing disclosures and following-up through closing.
• Input Team files into LOS with accuracy to make sure the correct information is in the file.
• Assist Loan Officer in marketing efforts to current and new clients.
• Assist Loan Officer with administrative tasks such as status reports on loans in process, making copies and printing daily rate sheet.
• Take loan applications and pre-qualify borrowers over the phone or in person.
• Responsible for proactive communication with management with respect to all significant challenges or opportunities.
• Notify the Loan Officer of time off requests in a timely manner.
• Accompany the Loan Officer in the field, meeting new clients and realtors.
• Communicate with borrowers and partners via phone, written communication and / or in person.
• Follow loan transactions from application to closing, communicating with all parties involved on a continual basis.
• Knowledgeable on Conventional, FHA, VA loan programs.
• Able to compile and maintain email databases to be used for communication to current and past borrowers.
• Design and work with marketing to create marketing materials for use with partners and clients.
• Other duties as assigned.

Performance Expectations :

Quality Manufacturing :

Specific Skills / Knowledge / Abilities Required for Position :

Physical Requirements :

Compensation :

Hourly base pay plus, if applicable, associate may be eligible for per-file incentives, commissions, bonuses or other variable earnings as determined upon hire. Compensation depends on a number of factors including location and experience.

Benefits and Perks :

Eligible associates (and their families) have the option to enroll in medical, dental, and / or vision coverage of which both the associate and the company contribute towards expenses. Basic Life / AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life / AD&D, Long-term Disability benefits and Legal / ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen's 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

Equal Housing Lender

©2025 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.