Serve as the right hand to the Loan Officers, managing key milestones of each loan file and maintaining consistent communication with borrowers, realtors, and third parties
Support the Loan Officers in gathering and verifying borrower documentation, ensuring a complete and accurate loan package for Underwriting
Maintain control and visibility over active loan pipelines—tracking key dates for approvals, appraisals, and closings to ensure all deadlines are met
Proactively identify potential issues and communicate solutions to prevent last-minute delays
Order and track all necessary third-party services such as appraisals, verifications, and title work
Submit and follow up on all conditions required to move files efficiently through the approval and closing process
Deliver a complete, compliant, and well-documented file to Closing within company timelines
Provide exceptional service to borrowers and business partners by keeping all parties informed and supported throughout the loan process
Requirements
Minimum 3+ years of recent residential mortgage experience, ideally in a Loan Officer Assistant or Loan Partner capacity (processing background strongly preferred)
Deep understanding of conventional, FHA, and VA loan products and documentation requirements
Strong communication skills and a passion for delivering white-glove customer service
Excellent time management, organization, and problem-solving abilities
Proficiency in LOS systems (Encompass preferred), credit verification tools, and standard mortgage technology
Ability to work independently in a remote, fast-paced, team-oriented environment
Benefits
Competitive Base + Bonuses
Full Benefits
Growth Opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.