Mortgage Loan Officer

• Support the Mortgage Loan Officer (MLO) in production and marketing efforts
• Co-manage the MLO’s pipeline for current closings
• Communicate with potential customers and assist with the application process
• Review and analyze income and asset documentation against data in Encompass and mandated loan guidelines
• Follow up on leads and create marketing collateral for the MLO
• Assist with pricing and structuring loans, including guideline assistance
• Accurately and completely disclose loans and send application packages to borrowers for signature
• Follow up with borrowers to obtain signed applications and supporting documents
• Review applications, disclosures, and borrower documentation for completeness and accuracy
• Contact borrowers regarding missing or unsigned documentation
• Liaise between borrowers and processors to ensure required documentation is received and accurate
• Update the disclosure tracking screen for Intent to Proceed
• Confirm credit card authorization is received and complete
• Identify discrepancies and notify the MLO and processor of potential issues
• Review income documentation and loan applications to determine the appropriate VOE type to order
• Work with the MLO regarding missing or requested items
• Update conversation logs in Encompass

Mortgage Loan Officer Assistant supporting nationwide mortgage lending at Capital Bank Home Loans

Mortgage Loan Officer Assistant

Mortgage Loan Officer Assistant supporting Capital Bank Home Loans, a nationwide mortgage lender. Managing loan pipelines, borrower documentation, disclosures, and MLO marketing support.

• Sells and originates residential mortgage loans to sales goals
• Takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans
• Meets with Prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources
• Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs
• Guides Customers through the mortgage application process
• Explains information required and other aspects of the loan process to Customers
• Ensures applications are completed accurately and contain required information and supporting documentation
• Manages Customers expectations regarding processing times and closing dates
• Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines
• Generates referrals for mortgage sales opportunities and sales of other Company business line products
• Develops plan to achieve sales goals with assistance from sales management
• Enters information into mortgage loan system so that loans will appear accurately in the pipeline
• Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes
• Sends application and other required information to underwriting area
• Underwrites loans using point-of-sale underwriting systems within scope of authority
• Communicates loan decisions directly to Customers and explains any additional information needed
• Submits application materials and other required information to processing area to clear any conditions, finalizes the loan commitment, and prepares for closing
• Communicates regularly with Customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned
• Attends closings as needed
• Develops knowledge of current industry practices and trends by learning from more experienced sales personnel and by attending continuing education training and seminars

Mortgage Loan Officer selling residential loans at TD

Mortgage Loan Officer at TD selling and originating residential mortgage loans. Guiding customers through the mortgage application process while meeting sales goals.

• Originate and manage purchase mortgage loans from application through closing while ensuring compliance with all requirements.
• Convert company-provided purchase opportunities into funded loans through proactive follow-up and effective borrower consultation.
• Build strong relationships with customers and, where applicable, with Zillow Preferred Agents and local partners.
• Manage an active pipeline while meeting defined service levels, productivity metrics, and funding expectations.
• Leverage Zillow’s CRM, loan origination systems (LOS), and data-driven tools to manage pipeline health and customer engagement.
• Partner with centralized processing, underwriting, and closing teams to move loans efficiently.
• Deliver a consistent, high-quality customer experience through phone, email, and text communication.
• Stay current on market trends, lending programs, and regulatory requirements to provide tailored financing solutions.
• Maintain active licensing, complete required education, and participate in ongoing professional development.

Mortgage Loan Officer guiding home loans for customers through Zillow’s ecosystem

Mortgage Loan Officer originating home loans for customers introduced through Zillow’s ecosystem. Delivering best-in-class customer experiences while managing a pipeline of mortgage loans.

Mortgage Loan Officer jobs in Maryland

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