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Mortgage Loan Officer Assistant

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Assist their assigned Retail Loan Officers in Sales, Marketing and Post-Application activities


Essential Job Functions:

  • Perform specific tasks assigned by Loan Officer including but not limited to taking applications, quoting rates, describing product, assisting in the timely submission of complete loan application files, preparing loan documents for closing ensuring full compliance and quality of loan documentation, coordinates and proactively communicates with other departments, customers and loan officer to ensure a smooth loan application process, and any other activities to assist the Loan Officer in the loan origination process.
  • Assist in marketing Realtors, Builders, and 3 rd party referral sources with their assigned LO or on the LO’s behalf to increase production
  • Interact with operations partners (processing/closing/UW ) to provide the best customer service and most efficient origination practices
  • Ensure files move through processing and closing in a timely manner
  • Establish appointments with clients
  • Meet with clients to complete necessary documents
  • Promptly respond to client’s questions and concerns
  • Follow up with clients at all times, keeping them informed of the loan process
  • Systematically store and maintain client data and files
  • Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
  • Proficiently assist in the development of financial objectives in association with Loan Officer present customer database


Other Related Duties:  

  • Performs other related duties as assigned.

  Supervisory Responsibilities:

This job has no supervisory responsibilities.




To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


Education and/or Experience:
High School Diploma or GED. One to two years related experience and/or training; or equivalent combination of education and experience.