LOAN ASST

Loan Officer Assistant 

*This is an in Office Role*

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

● 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)

● Previous LOA experience Required

● 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.