Loan Assistant (Entry-Level)

We are a financial services organization in Texas looking for a Loan Officer Assistant to join our Dallas team in a fast-paced, high-volume hybrid environment.

About the Opportunity

This is a hybrid role requiring 4 days per week onsite.

• Shift: Day
• Schedule: Monday to Friday, 8:00 AM to 4:30 PM

Responsibilities

• Support mortgage loan officers with document collection and follow-up with members by phone and electronically
• Review loan applications for completeness, accuracy, and required supporting documentation
• Help progress mortgage applications through the credit review process by gathering and organizing needed information
• Respond to member inquiries with timely, professional, and service-focused communication
• Provide backup support to loan officers and assist with related administrative and documentation tasks

Qualifications

• 1+ years of customer service, retail, call center, or other high-volume service experience
• High School Diploma / GED
• Strong computer skills and the ability to learn new systems and processes quickly
• Strong attention to detail, communication skills, and the ability to work accurately with numbers and documentation
• Ability to work independently and in a team environment
• Experience providing professional member or customer service in a fast-paced environment
• Ability to review and interpret complex written documents

Desired Skills

• Associate's and/or Bachelor's Degree
• Mortgage Lending experience
• Banking experience
• Administrative or office support experience