Loan Officer Assistant

Guild Mortgage

Loan Officer Assistant role at Guild Mortgage assisting with loan submissions and customer service. Managing appointments, client follow-ups, and documentation in the loan process.

Posted 7/23/2026part-timeMinnesota • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $17 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in mortgage lending processes, including customer credit analysis and loan product recommendations, while maintaining high standards of customer service and follow-up. Proficient in managing multiple priorities with strong organizational skills and effective communication.

Highest-signal resume keywords

Mortgage Lending ExperienceNMLS CertificationCustomer Service SkillsMicrosoft Office Suite ProficiencyLead Conversion Management

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 Product AnalysisCredit AnalysisAppointment SettingLead ManagementFollow-Up Management

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationDetail OrientationOrganizational Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelWikiCollaborative Cloud-Based ProgramsThird-Party Software Applications

Certifications & Qualifications

High School DiplomaNMLS Certification

Industry Keywords

Mortgage LendingLoan TransactionsCustomer InquiriesPre-Qualification ProcessConversion Rate

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Assist originator in appointment setting with prospective and new applicants.
Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
Send new clients online pre-qualification link on behalf of originator.
Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
Monitor key dates related to loan transactions and respond accordingly.
Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.

Requirements

What you’ll need

High School Diploma or equivalent, required
Minimum two year's experience in Mortgage lending or related field.
NMLS required
Ability to manage multiple priorities; strong detail orientation and highly organized.
Strong verbal and written communication skills.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.

Benefits

Comp & perks

medical, dental, vision, life insurance, AD&D, LTD
401(k) with employer match