Mortgage Loan Officer Assistant
Responsibilities
- Lead Conversion & First Contact
- Be the first human voice new buyers hear — by phone, text, and email
- Chase, track, and convert inbound warm leads (speed matters)
- Set expectations, build rapport, and move clients forward decisively
- Schedule & prepare high-quality Discovery Meetings for the Loan Officer
- Pre-Approvals & File Prep
- Guide clients through SimpleNexus document uploads
- Complete applications, utilize Encompass to work up and structure the Pre-Approvals
- Submit accurate, complete pre-approvals within 24 hours
- Build scenarios and collaborate with underwriting/investors as needed
- Client & Realtor Communication
- Weekly check-ins with:
- Pre-approved clients
- Actively searching for property homebuyers
- Referral Partners
- Be relentlessly proactive — no ghosting, no dropped balls
- Team Collaboration
- Participate in daily huddles and weekly pipeline reviews
- Support the LO with follow-up calls and client handoffs
- Improve systems, scripts, and workflows as you go
- Help the team get better every month (not just “do your job”)
- Must-Have
- 3–5+ years of mortgage experience (front-end strongly preferred)
- Solid understanding of DU/LP and pre-approval workflows
- Experience with correspondent/wholesale lenders and UNDERSTANDING of how to read guidelines
- Strong CRM, Excel, and general tech skills
- Cheap communicator — phone, text, email
- Nice-to-Have
- NMLS license (or willingness to get it)
- SimpleNexus & Encompass experience
- Experience building or improving lead follow-up systems
- Strong purchase loan knowledge (Conv/FHA/VA)
Qualifications
About The Bryan Schmidt Group / Preferred Rate
We’re not the kind of mortgage company that looks for the easiest files — we’re the team people call when other lenders can’t get the job done.
We love helping clients who have been told “no” elsewhere and finding solutions that truly change lives. Whether it’s a first-time homebuyer, someone rebuilding financially, or a client with a complicated situation, we believe everyone deserves someone in their corner who genuinely cares and works hard for them.
Our team is built around problem-solving, relationships, and delivering an exceptional experience for every client and referral partner. We work hard, move fast, and take pride in helping people achieve goals they didn’t think were possible. We don’t do “volume at all costs.”
We do relationships, precision, and long-term referrals.
Every file represents a family making a life decision. We take that seriously — and we expect you to as well.
If you want a role where your work directly impacts closings, referrals, and growth — this is it.