Mortgage Loan Officer Assistant II

Mortgage Loan Officer Assistant facilitating communication and managing loan applications for TD Bank. Ensuring effective document handling and customer service for mortgage services.

Posted 7/6/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $26 - $36 per hourWebsite

About the role

Key responsibilities & impact

Assists high producing loan officers in the effective and timely completion of loan applications
Actively manages the document collection process from origination to closing
Manages the Mortgage Loan Officers pipeline, including the tracking of all deliverables and updating borrowers on status of the loan
Works with customers to set expectations including but not limited to rate inquiries, third party providers, loan status and other information deemed necessary
Confirms appointments and reviews with customer all documents needed at time of application to ensure efficiency
Facilitates application process by interfacing with customers in taking full or completing partial applications
Discusses products and pricing at the request of, or in the absence of, the loan officer
Reviews files in detail to foreshadow any potential issues related to income and assets and remedies potential issues prior to file being sent to underwriting
Assists in structuring deals to meet underwriting guidelines
Advocates for client file and manages the file through the underwriting escalation process when necessary
Understands TD underwriting guidelines and has the ability to clearly communicate and explain to borrowers
Writes credit memos for loans explaining unique circumstances and clearly summarizes the lending request
Serves as a liaison between Loan Officer and Mortgage Operations, Sales Support
Aids in the development of a customer database in support of the pursuit of new marketing opportunities
Follows up with sales leads on behalf of the MLO utilizing strong verbal or written communication skills
Proactively manages the lead pipeline in concert with the MLO
Establishes strong relationships with the MLO's referral partners independent of the MLO
Assists in other areas as needed

Requirements

What you’ll need

High School Diploma or GED
2-3 Years of related experience
Strong understanding of underwriting and mortgage guidelines
Exceptional interpersonal and sales skills for following up with prospective borrowers
Sound knowledge of mortgage lending, products, policies and procedures
Demonstrated computer skills, including proficiency with basic mortgage loan origination systems
Highly developed customer service skills.
Ability to explain complex mortgage information in simple understandable terms
Ability to operate effectively in a dynamic detail oriented environment
Knowledge of mortgage laws and regulations required, including Home Mortgage Disclosure Act, RESPA, and Reg Z
Knowledge of state and federal agency mortgage loan guidelines and regulations
Organized and detail oriented
Ability to effectively prioritize workload and meet deadlines
Ability to maintain confidentiality of sensitive information
Strong communication skills, both verbal and written
Strong computer skills

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development and training programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Mortgage Loan Origination SystemsUnderwriting GuidelinesMortgage Products KnowledgeLoan Application ProcessingCredit Memo WritingPipeline ManagementRegulatory ComplianceDetail OrientationWorkload PrioritizationConfidentiality Maintenance

Soft Skills

Interpersonal SkillsSales SkillsOrganizational SkillsVerbal CommunicationWritten Communication

Certifications

High School DiplomaGED