The Loan Officer Assistant supports the Loan Officer and Operations Team throughout the mortgage loan process by assisting with file setup, document collection, communication, follow-up, and pipeline management. The ideal candidate is highly organized, detail-oriented, customer-service driven, and able to thrive in a fast-paced mortgage environment.
This position plays a critical role in ensuring an exceptional borrower experience while helping maintain efficient workflow and timely loan closings.
Essential Duties and Responsibilities
- Assist Loan Officers with daily loan pipeline management
- Communicate with borrowers, real estate agents, title companies, and internal staff throughout the loan process
- Collect and organize borrower documentation
- Review loan applications for completeness and accuracy
- Upload and manage loan documents within the company LOS system
- Monitor milestone deadlines and assist in meeting closing timelines
- Follow up with borrowers for outstanding conditions and documentation
- Maintain accurate notes and communication logs within the company system
- Prepare files for disclosure, processing, underwriting, and closing
- Assist with scheduling closings and coordinating final loan conditions
- Provide exceptional customer service and timely communication to clients and referral partners
- Support compliance with company policies, investor guidelines, and applicable regulations
- Perform other administrative and operational duties as assigned
Qualifications
- Previous mortgage or financial services experience preferred
- Strong organizational and multitasking skills
- Excellent verbal and written communication skills
- Strong attention to detail
- Ability to work in a fast-paced environment and meet deadlines
- Proficiency with mortgage software systems and Microsoft Office products preferred
- Ability to maintain confidentiality and professionalism at all times
Preferred Skills
- Knowledge of conventional, FHA, VA, USDA, and non-QM loan products
- Understanding of mortgage documentation and loan process timelines
- Customer service and relationship-building skills
- Strong organizational skills
Work Environment
- Fast-paced, high enery office environment
- Frequent communication with clients, referral partners, and internal departments
- Ability to manage multiple files and priorities simultaneously
Compensation and Benefits
- Salary and bonus comp structure
- Health, dental, and vision benefits
- Paid time off and holidays
- Opportunities for growth and advancement within the company
Equal Opportunity Employer
Lending Heights, LLC is an equal opportunity employer and complies with all applicable federal, state, and local employment laws.
