Loan Originator Assistant

The position of Loan Originator Assistant is currently being managed by a partner company on behalf of a client. This role is based in the United States and involves supporting the delivery of a smooth and successful mortgage experience for clients. Key responsibilities include:

1. Serving as a critical operational partner supporting loan execution, customer communication, and transaction management.
2. Maintaining accurate documentation, ensuring compliance, and keeping loans moving efficiently from initial application to final closing.
3. Managing loan files, coordinating documentation, and assisting with the completion of mortgage applications.
4. Collecting, reviewing, and organizing borrower information, disclosures, credit reports, income documentation, and other required materials.
5. Acting as a primary point of contact between borrowers, Loan Originators, Realtors, processors, and other transaction stakeholders.
6. Entering and maintaining loan applications within loan origination systems while ensuring accuracy and completeness.
7. Reviewing loan packages for missing information, inconsistencies, and calculation errors, escalating issues when needed.
8. Aiding in preparing loan scenarios by researching underwriting requirements and investor guidelines.
9. Managing pipelines across various loan products, including conventional, FHA, VA, USDA, 203K, and reverse mortgage programs.
10. Monitoring loan progress, providing status updates, and proactively following up with clients and partners to support timely closings.
11. Cooking closing activities, including final figures, documentation reviews, title coordination, and scheduling logistics.
12. Coordinating third-party services such as appraisals, title documents, certifications, and verification requests.
13. Staying informed on mortgage products, systems, regulatory updates, and process improvements to provide effective support.
14. Building strong relationships with referral partners and contributing to business development through consistent follow-up and communication.

Requirements

• An organized mortgage professional with 3+ years of experience as a Loan Originator Assistant, Loan Partner, Loan Processor, Loan Officer, or Underwriter.
• A high school diploma or equivalent, with a bachelor’s degree preferred.
• A strong understanding of residential mortgage lending processes, including conventional, FHA, VA, USDA, 203K, and reverse mortgage products.
• Experience working with mortgage technologies and loan origination systems, with Encompass experience strongly preferred.
• Knowledge of Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and automated underwriting systems.
• Proficiency with Microsoft Office tools, including Excel, Word, and Outlook.
• A strong attention to detail with the ability to identify issues, analyze problems, and implement solutions.
• Excellent organizational skills with the ability to manage multiple loan files simultaneously.
• Strong written and verbal communication skills with a customer-focused approach.
• The ability to work independently, take ownership, and proactively follow up without constant supervision.
• A collaborative mindset with the ability to build positive relationships with clients, Realtors, and internal teams.
• Familiarity with social media and modern approaches to client relationship management is a plus.
• Availability to work Central or Eastern Time Zone hours is preferred.

Benefits

• Competitive compensation ranging from $21.64 to $31.25 per hour, plus a bonus plan.
• Health insurance coverage options.
• Paid time off and paid holidays.
• 401(k) retirement plan.
• Opportunity to work in a collaborative environment where employees are trusted and empowered.
• A supportive culture focused on ownership, growth, and professional development.
• Opportunity to build expertise within the mortgage industry while helping clients achieve homeownership goals.