Mortgage Loan Assistant

About the role

We’re looking for a hardworking Mortgage Loan Officer Assistant who can help take our team to the next level! Your primary responsibility will be to deliver top-notch customer service to borrowers and ensure their mortgage process goes as quickly and smoothly as possible. This is a crucial role that will be from the “contact to contract” phase of the loan.

Responsibilities

• Liaise between clients, referral partners, and the loan officer, serving as their primary contact during the “contact to contract” phase of the loan process, and conduct meetings to coordinate any follow-up items
• Build and maintain relationships with borrowers and referral partners to keep our current customers and attract new ones
• Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service
• Orchestrate the completion of loan applications, coordinate the collection of documentation including credit reports, run DU/LP/AUS, prepare the file for processing, and send a closing cost worksheet to borrowers
• Look over all loan package paperwork to check for inconsistencies, omissions, and inaccurate income calculations and then report any errors to the loan originator

Qualifications

• Has broker experience using loan origination software like Calyx PointAble to accurately analyze income, asset documents, and credit reports, and knows how to structure the information properly for a loan
• Minimum 2 years experience in a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter role, 5+ years experience is preferred
• Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation
• Strong communication, interpersonal, time management, and follow-up skills

About Company

We help buyers & investors across NH, MA, ME, NC, and FL. Strategy-first. Fast, transparent, on-time closings. Realtor-focused same-day pre-approvals, milestone updates, weekend/open-house support, co-branded tools. Programs Conv, FHA/VA/USDA, Jumbo, DSCR, non-QM, HELOCs. EHO.