Loan Officer Assistant

Loan Officer Assistant (In-Office – Reverse Mortgage Division)

Location: Scottsdale, AZ (On-site)
Position Type:Part-Time, 20-28 hours per week
Compensation: $18-$24 per hour + potential for bonus incentives



Job Purpose:
The Loan Officer Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete, accurate, and ready for submission—while also helping to maintain a positive and professional client experience.

Duties and Responsibilities:

• Loan Pipeline SupportMonitor key dates and proactively track all milestones in the loan process.Manage and maintain accurate borrower and partner information in CRM databases.Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature.Communicate professionally with borrowers, title companies, and third parties to request and collect conditions.Prepare files for submission to processing and underwriting.Maintain organized electronic and paper files in compliance with company policy.
• Client & Partner CommunicationServe as the first point of contact for inbound calls — demonstrate exceptional phone manners, professionalism, and warmth at all times.Provide courteous, accurate updates to clients, partners, and internal departments.Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand.Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups.
• Administrative & Office SupportProvide general administrative support such as scanning, filing, and organizing documents.Assist with internal event planning, mailings, and referral partner coordination.Support the Loan Officer with daily workflow, scheduling, and follow-up tasks.Maintain office organization, supplies, and readiness for client meetings.

• High school diploma or equivalent required; college coursework preferred.
• Minimum 1–2 years of experience in mortgage lending, banking, or customer service.
• Experience with loan origination systems preferred.
• Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools.
• Outstanding phone etiquette — confident, polished, and personable on every call.
• Strong written and verbal communication skills with a professional, positive tone.
• Highly organized, dependable, and detail-oriented.
• Ability to multitask, prioritize, and work efficiently under pressure.
• Positive attitude, enthusiastic energy, and collaborative team spirit are a must.
• Ethical, professional, and committed to delivering excellent customer service.

• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• Company Paid Life Insurance
• 401K with a generous employer match
• Pet Insurance
• Free Legal Services
• Employee Loan Program