Loan Originator's Assistant

Borrower Communication & Engagement

Serve as the primary point of contact for borrowers throughout the loan lifecycle. Provide regular updates, manage expectations, and ensure proactive follow-up to keep loan track.

Documentation Intake & Review

Evaluate submission for completeness, accuracy, and relevance to underwriter and compliance need before escalation.

Pipeline Oversight

Own daily oversight of assigned loan pipelines, ensuring files progress through underwriting, processing, closing, and post-funding stages in a timely and accurate manner. Coordinate internal handoffs and escalate roadblock early.

Loan Structing Support

Partner with loan originators and underwriters to ensure documentation and borrower engagement align with credit policy and entity structure requirements. Help frame borrower strengths and address potential red flags.

Cross-functional Coordination

Liaison with internal departments, including Processing, Underwriting, Closing, Servicing, and Capital Market to manage loan milestones, resolve issues, and align execution with deadlines.

Operational Execution & Tracking

Maintain internal systems and tracking tools with accurate borrower data, status updates, and internal notes. Ensure LOS reflects the most up-to-date loan progress and documentation.

Training & Departmental Support

Assist in onboarding and cross-training of new hires or peers as directed by department leadership. Support department-level projects and initiatives as needed.

Education and Experience

• 5+ years of experience in lending operations with a background in loan processing, underwriting, or borrower-facing roles such as Loan office assistant or client relations.
• Proven ability to manage high-volume client communication and coordinate across cross-functional teams.
• Strong communication, documentation review, and pipeline management skills.
• Ability to proactively problem-solve and coordinate cross-functional across internal teams.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Compensation

This position requires in-office work two (2) or more days per week, to ensure close alignment among all team members. This position is full-time exempt, with salary range: $100K - $120K, depending on experience level, plus discretionary bonus potential.

Benefits

• Annual discretionary bonus program.
• Medical, dental and vision insurance.
• 401K with Safe Harbor contribution.
• Two-weeks (10 days) paid time away excluding sick time.
• 10 Paid Holidays
• One floating holiday.