Loan Assistant (Entry-Level)

This hybrid role supports Mortgage Loan Officers in Winchester, focusing on document collection, application review, and responsive member service in a fast-paced mortgage environment.

About the role

Shift: Day shift
Schedule: Monday to Friday, 8am to 4:30pm
Setting: Hybrid (at least 4 days a week onsite)

Responsibilities

• Support the Mortgage Loan Officers with document collection and member follow-up by phone and electronically
• Review loan applications for completeness, accuracy, and required supporting information
• Help move mortgage applications through the credit review process
• Respond to member inquiries and provide general mortgage-related guidance in a timely, professional manner
• Maintain accurate information, re-index documentation when needed, and provide backup support as assigned

Requirements

• 1+ years of customer service, retail, or similar high-volume member-facing experience
• High School Diploma / GED
• Strong computer skills and the ability to learn new systems and processes quickly
• Excellent communication skills, attention to detail, and the ability to work in a fast-paced, metrics-driven environment
• Ability to work independently and in a team environment
• Effective customer service, judgment, and problem-solving skills
• Ability to perform basic mathematical calculations and work accurately with numbers

Desired Skills

• Associate's and Bachelor's Degree
• Mortgage Lending or Banking experience
• Experience in call center, administrative, office support, hospitality, or other high-volume service environments
• Familiarity with Mortgage Documentation and Credit Review processes