Loan Officer Assistant (Entry Level)
About the role
To assist Loan Officers in facilitating the completion of mortgage loan applications. To collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquiries to help them collect required information and complete any necessary documentation.
Responsibilities
- Support and communicate with Loan Officers and Members
- Obtain minimum required documents from Members to assist in the approval of loans
- Calculate income and analyze asset statements
- Update loan operating systems
- Manage case load via Jetpack, averaging 45-60 applications per person, which can increase during busy times
- Handle daily phone contacts and other tasks via virtual means
Requirements
- Mortgage/Real Estate/Financial Institution experience preferred
- 3+ years of relevant experience
- Multi-tasking skills
- Professionalism and strong customer service skills
- Attention to detail
Qualifications
- Admin, administrative, banking, mortgage, Excel, Microsoft, customer service, loan, income verification, credit report
Skills
- Admin, administrative, banking, mortgage, Excel, Microsoft, customer service, loan, income verification, credit report
Benefits
This position is anticipated to close on July 24, 2026. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
Pay and Benefits
The pay range for this position is $23.50 - $23.50/hr.
Requirements
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. For all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. An employer who violates this law shall be subject to criminal penalties and civil liability.