Loan Officer Assistant

Location: Hybrid - Long Beach, CA | Position Type: Full-Time

About the role

Help Drive Production. Deliver Exceptional Service. Build Your Career.At Mutual of Omaha Mortgage, we believe great Loan Originators are supported by great teams. We are looking for a motivated, organized, and customer-focused Loan Officer Assistant (LOA) who thrives in a fast-paced environment and takes pride in helping others succeed.This is an exciting opportunity to join a nationally recognized mortgage organization, support a growing team of mortgage professionals, and play an important role in helping customers navigate one of life's most significant financial decisions.The OpportunityAs a Loan Officer Assistant, you will serve as a key partner to our Loan Originators, helping manage the day-to-day activities that drive production, improve efficiency, and create an exceptional borrower experience.The ideal candidate is proactive, detail-oriented, technologically proficient, and passionate about delivering results.You won't simply manage tasks—you'll help create momentum, solve problems, and contribute directly to the success of our sales organization.

Responsibilities

• Partner with Loan Originators to support daily sales activities and pipeline management.
• Assist with collecting and organizing borrower documentation.
• Help prepare complete and accurate loan submissions.
• Monitor loan milestones, outstanding conditions, and critical deadlines.
• Coordinate with processing, operations, and other internal departments to facilitate timely loan progression.
• Proactively identify potential delays and communicate solutions.
• Deliver responsive, professional communication to borrowers and referral partners.
• Assist with scheduling appointments and coordinating follow-up activities.
• Keep borrowers informed throughout the mortgage process.
• Help resolve questions and escalate issues when appropriate.
• Provide a consistently positive customer experience.
• Maintain accurate borrower and prospect information within Salesforce or other CRM platforms.
• Assist Loan Originators with lead management and follow-up.
• Support referral partner engagement and relationship management.
• Coordinate marketing activities, events, and outreach initiatives.
• Help Loan Originators maximize productivity by managing administrative and operational responsibilities.
• Maintain accurate documentation and organized loan files.
• Follow company policies, privacy standards, and applicable mortgage regulations.
• Protect confidential borrower information.
• Perform only those mortgage origination activities permitted under applicable licensing requirements.

Requirements

• Proactive: Anticipates needs and takes initiative without waiting for direction.