Loan Officer Assistant

Dominion Financial

Loan Officer Assistant supporting real estate investors across the nation at Dominion Financial Services. Ensuring seamless loan transitions and managing intake workflows in a detail-oriented role.

Posted 6/30/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency.
Support loan officers by managing intake workflows and ensuring timely follow-ups.
Improve process efficiency by keeping data and documentation well-organized and up to date.
Manage loan transitions from quote status to intake, ensuring priority and accuracy.
Monitor the loan intake queue and initiate file setup based on submission dates.
Review loan documentation for completeness and accuracy.
Set up digital folders and enter key borrower and entity information into the loan origination system.
Order and upload third-party reports from external platforms.
Send and follow up on initial document requests to key contacts.
Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
Maintain accurate communication notes within internal systems.
Utilize internal checklists to verify all required documents are collected and properly categorized.
Perform preliminary quality control on documents and escalate issues when necessary.
Monitor loan files using status dashboards and checklists to track progress.
Transition files to the next stage once all intake requirements are complete.
Ensure data and documentation in both the CRM and LOS remain up to date.
Follow up daily for missing documents and escalate delays as needed.
Document all follow-ups and status changes in internal systems.

Requirements

What you’ll need

1–3 years of experience in mortgage, lending, financial services, or operations support.
Strong working knowledge of loan documentation, loan file structures, and intake workflows.
Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus).
Proficiency in Microsoft Office, especially Excel and Outlook.
Demonstrated ability to follow structured processes and standard operating procedures (SOPs).
Excellent attention to detail and data accuracy.
Strong written and verbal communication skills.
Ability to manage multiple tasks and deadlines in a fast-paced environment.

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
401(k) matching
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Loan File StructuresIntake WorkflowsData AccuracyQuality ControlDocument Management

Soft Skills

Strong Communication SkillsTask ManagementAttention to Detail