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Loan Officer Assistant
FocusOneLoan Officer Assistant at FocusOne Mortgage managing mortgage leads and assisting borrowers in the home financing process. Supporting Loan Officers and ensuring efficient loan processing in a hybrid environment.
About the role
Key responsibilities & impact- Support Loan Officers by managing lead intake, engaging with prospective borrowers, assisting with loan setup, and helping move files efficiently through the origination process
- Contact inbound mortgage leads from our credit union partners through phone calls, emails, and text messages to establish initial contact and assess borrower needs
- Conduct preliminary borrower conversations to gather information, determine eligibility, and identify financing objectives before introducing members to a Loan Officer
- Manage a high volume of inbound lead opportunities while maintaining timely follow-up and detailed communication records
- Assist with loan setup, application review, and collection of borrower documentation
- Communicate with borrowers, Realtors, title companies, insurance agents, and internal team members regarding loan status and outstanding items
- Review files for completeness and accuracy before submission to the loan officer
- Track loan milestones and proactively follow up on conditions and required documentation
- Maintain accurate loan information and notes within the Loan Origination System
- Assist with disclosures, pre-qualification activities, and pipeline management
- Help ensure loans move efficiently from application through closing
- Deliver outstanding customer service while maintaining compliance with company policies and mortgage lending regulations
Requirements
What you’ll need- Minimum 2 years of mortgage industry experience preferred
- Experience as a Loan Officer Assistant, Loan Partner, Junior Processor, Loan Setup Specialist, Mortgage Processor, Escrow Officer, Title professional, or Mortgage Call Center Specialist is highly valued
- High School Diploma or GED required
- Experience with Encompass Loan Origination System preferred
- Strong working knowledge of Microsoft Office, including Outlook, Excel, and Word
- Comfortable making outbound calls and engaging with prospective borrowers
- Excellent organizational skills with strong attention to detail
- Ability to manage multiple files, leads, and deadlines simultaneously
- Professional verbal and written communication skills
- Self-motivated with the ability to work independently and as part of a team
- Spanish/English bilingual skills preferred
Benefits
Comp & perks- Hybrid schedule available following successful onboarding and training
- Occasional overtime may be required during peak business periods
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Loan SetupApplication ReviewDocumentation CollectionFile ManagementPre-Qualification ActivitiesPipeline ManagementLead AssessmentEligibility DeterminationCompliance KnowledgeLoan Milestone Tracking
Soft Skills
Professional CommunicationAttention to DetailSelf-MotivationTeam CollaborationTime Management
Certifications
High School DiplomaGED