Loan Officer Assistant

Who We Are:

Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter. We are currently seeking a detail-oriented and driven Loan Officer Assistant to join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation.

Company’s Core Values:

• AI-Enabled Workplace
• Integrity
• Accountable & Dependable
• Team Centric
• System & Process Oriented
• Service Ethic
• Risk Management & Compliance

Responsibilities:

• Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency.
• Support loan officers by managing intake workflows and ensuring timely follow-ups.
• Improve process efficiency by keeping data and documentation well-organized and up to date.
• Manage loan transitions from quote status to intake, ensuring priority and accuracy.
• Maintain accurate communication notes within internal systems.
• Utilize internal checklists to verify all required documents are collected and properly categorized.
• Perform preliminary quality control on documents and escalate issues when necessary.
• Monitor loan files using status dashboards and checklists to track progress.
• Transition files to the next stage once all intake requirements are complete.
• Ensure data and documentation in both the CRM and LOS remain up to date.
• Follow up daily for missing documents and escalate delays as needed.
• Document all follow-ups and status changes in internal systems.

Requirements:

• 1–3 years of experience in mortgage, lending, financial services, or operations support.
• Strong working knowledge of loan documentation, loan file structures, and intake workflows.
• Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus).
• Proficiency in Microsoft Office, especially Excel and Outlook.
• Demonstrated ability to follow structured processes and standard operating procedures (SOPs).
• Excellent attention to detail and data accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Familiarity with third-party mortgage tools and vendor platforms (e.g., Xactus, TLOxp, DataTree).
• Experience organizing and reviewing legal entity documentation (LLCs, Trusts, Corporations).

Qualifications:

• Bachelor’s degree in Business, Finance, Real Estate, or related field.

Skills:

• Experience with AI tools (preferred).

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off

Company’s Additional Offerings:

• Company outings & social events
• Virtual events
• Professional development and AI training opportunities
• Access to leading AI tools, including Claude
• Companywide competitions and raffles
• Personal Financial Workshops
• Orioles Season Tickets