LOAN ASSISTANT

Loan Officer Assistant – Team Holland, Meridian Mortgage

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 (Aligned to Team Holland’s Model)

● 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)

● Knowledge of industry standards for income, asset, credit, and appraisal approval.

● Familiarity with Fannie, Freddie, FHA, VA, USDA, and niche programs.

● 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.

● NMLS license (or ability to obtain if needed).

What Success Looks Like in This Role

● Files are submission-ready the first time.

● Clients and partners feel informed and cared for at every step.

● The LO is freed up to focus on sales, referrals, and consultations because you own the backend process.

● CRM tasks and pipeline updates are consistently managed — creating predictability and scalability.