Mortgage Loan Originator Assistant

Luminate Bank

Loan Originator Assistant for Luminate Bank, managing CRM and coordinating loan files. A detail-oriented role ensuring seamless communication and workflow management across clients and partners.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in CRM and Database Management, with a solid understanding of mortgage products and loan processes. Excels in client engagement, communication, and organizational skills to ensure a seamless loan journey.

Highest-signal resume keywords

CRM ManagementMortgage Product KnowledgeLead Tracking and ManagementVerbal and Written CommunicationOrganizational 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

CRM ManagementLead TrackingMortgage Product KnowledgeApplication ReviewData Organization

Soft Skills

Customer-Focused MindsetAttention to DetailProactive CommunicationInitiative in Process ImprovementConsistency in Follow-Up

Tools & Technologies

Microsoft Outlook

Industry Keywords

Loan ProcessesConversion RatesPipeline HealthClient EngagementBorrower Documentation

About the role

Key responsibilities & impact

CRM & Database Management
Input and organize contacts including clients, referral partners, and sphere of influence.
Maintain lead records: tagging, status updates, and task assignments.
Track key metrics such as lead source, conversion rates, and pipeline health.
Conduct immediate follow-up with new leads via phone, text, and email.
Ensure leads are enrolled in the correct CRM campaigns and automated workflows.
Request and collect necessary borrower documentation.
Conduct application reviews and prepare files for pre-approval.
Develop a working knowledge of mortgage products, including Conventional, Non-QM, Reverse, and Construction loans.
Provide timely updates on lead status, contact attempts, and pre-approval milestones.
Build partner confidence through consistent, proactive communication.
Manage incoming client calls and inquiries professionally.
Provide information or direct clients to the appropriate team member.
Maintain consistent communication with clients throughout their loan journey.
Assist in documenting internal processes and best practices.
Align daily work with long-term team goals and demonstrate initiative in process improvement.

Requirements

What you’ll need

Solid understanding of mortgage products and loan processes.
Strong verbal and written communication skills.
High level of consistency in follow-up and client engagement.
Exceptional organizational skills and attention to detail.
Customer-focused mindset with a commitment to service excellence.
Proficient with Microsoft Outlook (email and calendar management).
Comfortable working in a fast-paced, high-volume environment.

Benefits

Comp & perks

Competitive compensation reliant on ability and experience - base plus bonus potential
Excellent benefits package including health, pre tax HSA, FSA accounts and dental & vision
Life and AD&D Insurance, as well as additional voluntary benefit possibilities
401K with robust company match
Flexible PTO program
Earned Sick & Safe Time (ESST)
The opportunity to work for the Midwest’s fastest growing lender