Loan Officer Assistant

About the role

As a Loan Officer Assistant you will play a vital role in creating a smooth, positive experience for clients while supporting a high‑performing Loan Officer throughout the loan process. You will be the go‑to person for clients, guiding them from application through closing and ensuring nothing falls through the cracks. This position is onsite at the Franklin, TN branch but remote work may be considered if necessary.

Responsibilities

• Request disclosures and order appraisals.
• Open escrow, collect fees, and order preliminary title reports.
• Collect and review client documentation.
• Review income analysis from the Loan Officer.
• Submit loan documentation to processing (submission form, intent to proceed, LDP/GSA, net tangible).
• Gather Loan Agent PTD and PTF conditions.
• Submit requests for rapid rescores.
• Serve as the main point of contact, in tandem with the Loan Officer, to facilitate an excellent customer experience through prompt email and phone responses.
• Drive the loan process, ensuring borrowers, third parties, processing, underwriting, and closing teams stay on schedule for on‑time closings and meet loan deadlines.
• Continuously learn new products, techniques, strategies, and process flows to improve customer experience, internal efficiency, and team communication.

Qualifications

• At least 2 years of experience in the mortgage industry.
• Familiarity with mortgage terminology and loan processes.
• Experience with Point software is a plus.
• Comfortable using Microsoft Office (Word, Excel, Outlook).
• Strong communication skills and a customer‑first mindset.
• Highly organized with great attention to detail.
• Ability to thrive in a fast‑paced, ever‑changing environment.
• Professional, dependable, and able to handle sensitive information with care.

Physical and Environmental Conditions

This role operates in an ADA‑compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary periods and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

Compensation

This is an hourly position with the potential for a bonus. The compensation range will be provided upon request. Residents of California, Colorado, and New York are currently excluded from this role.