Mortgage Loan Assistant II

About the role

The Loan Officer Assistant II (LOA II) supports the Mortgage Loan Officer by managing the smooth, timely, and compliant progression of loans from application through closing. This role strengthens communication among members, realtors, processors, and underwriters while maintaining operational efficiency and adherence to regulations.

Responsibilities

• Take ownership of the mortgage loan process from application to funding, acting as project manager with minimal supervision.
• Interact with members, loan officers, fellow LOA’s, processors, underwriters, closers, title agents and real estate professionals in a collaborative and professional manner using clear and concise communication.
• Schedule and attend pipeline meetings for loans in process.
• Prepare and submit appraisal reconsiderations, rapid rescore requests and loan committee reviews with guidance from loan officer, or LOA Supervisor.
• Manage critical dates for each mortgage loan; TRID compliance dates, purchase contract dates, loan availability date, appraisal consideration date and lock expiration dates. Alert the team when deadlines are approaching, anticipate any challenges, assisting to meet all deadlines.
• Prepare and implement marketing ideas and support to expand loan officer referral partners and book of business.

Requirements

This role does not have supervisory responsibility.

Qualifications

• Minimum two years mortgage experience.
• Knowledge of Fannie Mae & Freddie Mac guidelines, mortgage regulations and TRID compliance.
• Familiarity with mortgage loan programs, structure, options and pricing.

Skills

• Strong organization, initiative, adaptability, and professionalism.
• High-quality project management, analytical, marketing, and administrative support.

Benefits

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

Pay

The person hired into this position will likely earn between $21.44 and $26.78+ monthly incentive. The candidate's starting salary will be adjusted based upon his, her, or their experience.

Schedule

Full time / 40 hours per week