Mortgage Loan Officer Assistant

Capital Bank

Mortgage Loan Officer Assistant supporting Capital Bank Home Loans, a nationwide mortgage lender. Managing loan pipelines, borrower documentation, disclosures, and MLO marketing support.

Posted 8/13/2026full-timeFlorida, Illinois, Maryland, North Carolina, Pennsylvania, South Carolina, Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage processing and customer service, with proficiency in Encompass and Microsoft Office. Capable of effectively communicating with borrowers and managing loan documentation to ensure compliance with lending guidelines.

Highest-signal resume keywords

Mortgage Industry ExperienceEncompass ProficiencyCustomer Service AbilityLending Terminology KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ProcessingDocumentation ReviewApplication ManagementIncome AnalysisLoan StructuringDisclosure TrackingCredit Card AuthorizationVOE Type Ordering

Soft Skills

Interpersonal CommunicationProblem-Solving

Tools & Technologies

Microsoft Office SuiteEncompass

Industry Keywords

Mortgage Loan OfficerBorrower LiaisonPipeline ManagementMarketing CollateralLoan Guidelines

About the role

Key responsibilities & impact

Support the Mortgage Loan Officer (MLO) in production and marketing efforts
Co-manage the MLO’s pipeline for current closings
Communicate with potential customers and assist with the application process
Review and analyze income and asset documentation against data in Encompass and mandated loan guidelines
Follow up on leads and create marketing collateral for the MLO
Assist with pricing and structuring loans, including guideline assistance
Accurately and completely disclose loans and send application packages to borrowers for signature
Follow up with borrowers to obtain signed applications and supporting documents
Review applications, disclosures, and borrower documentation for completeness and accuracy
Contact borrowers regarding missing or unsigned documentation
Liaise between borrowers and processors to ensure required documentation is received and accurate
Update the disclosure tracking screen for Intent to Proceed
Confirm credit card authorization is received and complete
Identify discrepancies and notify the MLO and processor of potential issues
Review income documentation and loan applications to determine the appropriate VOE type to order
Work with the MLO regarding missing or requested items
Update conversation logs in Encompass

Requirements

What you’ll need

Recent experience in the mortgage industry as an assistant, loan processor, or loan officer is required
Knowledge of lending terminology
Ability and experience speaking with borrowers regarding lending requirements
Proven customer service ability is required
Proficiency with Microsoft Office software suite, including Word, Excel, and PowerPoint
Experience with Encompass
Excellent oral and written communication skills
Must live in one of the core hiring locations: Maryland, District of Columbia, Virginia, Pennsylvania, Delaware, Indiana, Illinois, North Carolina, South Carolina, or Florida

Benefits

Comp & perks

Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more
Company Contributions to your 401k - Regardless of your contribution
Paid Parental Leave
Employee Recognition Program
Leadership Program
Tuition Reimbursement Program
Employee Bank Checking Account
Generous Paid Time Off and Paid Holidays
Paid Charity Hours to support volunteer opportunities