Loan Officer Assistant
About the role
Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. We offer Short-Term Bridge Loans and Long-Term Rental Loans to empower clients to scale their businesses and build lasting generational wealth.
Responsibilities
- Manage loan transitions from quote status to intake, ensuring priority and accuracy.
- Monitor the loan intake queue and initiate file setup based on submission dates.
- Review loan documentation for completeness and accuracy.
- Set up digital folders and enter key borrower and entity information into the loan origination system.
- Order and upload third-party reports from external platforms.
- Send and follow up on initial document requests to key contacts.
- Cook up internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
- 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.
- Able to manage multiple tasks and deadlines in a fast-paced environment.
Preferred Qualifications
- Familiarity with third-party mortgage tools and vendor platforms (e.g., Xactus, TLOxp, DataTree).
- Experience organizing and reviewing legal entity documentation (LLCs, Trusts, Corporations).
- Bachelor’s degree in Business, Finance, Real Estate, or related field.
Company’s Core Values
- Integrity
- Accountable & Dependable
- Team Centric
- System & Process Oriented
- Service Ethic
- Organized Efficiency - Risk Management & Compliance
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching
- Paid time off
Additional Information
Our Company’s Core Values: Integrity, Accountable & Dependable, Team Centric, System & Process Oriented, Service Ethic, Organized Efficiency - Risk Management & Compliance.
We are committed to building a culture of continuous improvement and innovation. We embrace emerging technologies, including AI, to help our team members work more efficiently, solve problems more effectively, and create greater impact in their roles.
All employees are provided with access to Claude, including unlimited token usage, and are encouraged to leverage AI to increase productivity, automate routine tasks, improve communication, enhance decision-making, and drive innovation.
Experience with AI tools is preferred, and a willingness to adopt AI-assisted work practices is expected for this role.
While at Dominion, you will enjoy 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, and more.