HM Loan Officer Assistant

About the role

As the Loan Officer Assistant, you will provide assistance to the Loan Officer(s) in managing the residential mortgage pipeline from pre-application to closing. This includes administrative support, customer service, and taking loan applications. You will compile the loan package and follow up to ensure all necessary documentation is complete.

Responsibilities

• Provide administrative support to the loan originator while delivering world-class customer service to internal and external customers.
• Handle multiple tasks such as filing, entering loan application data, scheduling meetings, and coordinating with departments to ensure smooth loan processing.
• Contact customers regarding required loan documentation and prepare files for loan officer review.
• Gather files for weekly pipeline review with the mortgage processor and provide status updates on each file.
• Obtain necessary information related to outstanding conditions on loan files.
• Complete and submit a cross-sell report on a weekly basis.
• Assist with maintaining the customer database via the Loyalty Express system.
• Review Projection Reports twice a month.
• Follow up on leads and track progress.
• Order marketing materials and print flyers for the loan officer to use with referral partners.
• Provide a prioritized list of daily tasks for the loan officer.
• Serve as a backup to the Loan Officer when they are meeting with clients.

Requirements

• Minimum of 3 years of residential mortgage experience.
• Excellent verbal communication and interpersonal skills.
• Ability to meet deadlines while prioritizing a changing workload.
• Proficiency in Word, Excel, Outlook, and PowerPoint.
• Must meet and comply with all requirements set forth in the SAFE Act, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.

Pay

The salary range for this position is $21.63–$31.25 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on factors including budget, work location, and relevant skills and experience.

Benefits

• Competitive pay.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity/paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding mandatory local and state requirements.

Schedule

Hours per Week: 40
Work Schedule: Monday–Friday