Loan Officer Assistant

Responsibilities

• Provide administrative support to Loan Officers throughout the loan process.
• Communicate with clients to request, collect, and track required financial documentation.
• Review loan files for completeness and ensure all required documents are received and properly organized.
• Set up and maintain loan files in Encompass LOS, ensuring accurate and up-to-date records.
• Cook up scheduling and follow-up communication between clients, real estate agents, appraisers, title companies, and internal team members.
• Send out routine status updates and follow-up correspondence to clients and referral partners on behalf of the Loan Officer.
• Aid in preparing loan files for submission to processing and underwriting — ensuring all documents are present and organized.
• Monitor loan pipelines and proactively communicate outstanding items or missing documentation to the Loan Officer.
• Provide exceptional customer service by responding to general client inquiries and directing loan-specific or licensing-required questions to the Loan Officer.
• Aid in general office and administrative tasks as needed to support team productivity.
• Maintain accurate records of all client interactions and loan file activity in Encompass.
• Stay informed on internal processes, program guidelines, and documentation requirements to better support the team.

Qualifications

• Minimum of one (1) year of mortgage or financial services experience preferred.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Self-motivated with the ability to work both independently and as part of a team.
• Ability to manage multiple tasks and prioritize effectively under tight deadlines.
• Experience with Encompass LOS strongly preferred.
• Familiarity with Conventional, FHA, VA, USDA, and other common loan programs is a plus.
• Bachelor's Degree preferred.
• Bilingual in English and Spanish strongly preferred.