Loan Officer Assistant Job at Robert Half (Schaumburg)

Loan Officer Assistant

This is a full-time, hourly, non-exempt position. You will be working very close...

Location

United States

Salary:

60000.00 USD / Year

Rain City Capital

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in mortgage or real estate
Exceptional written and verbal communication skills
Strong interpersonal skills, with the ability to work out complex problems
Experience using an advanced CRM as well as the Microsoft Office Suite
Able to work in a fast-paced environment and manage conflicting priorities
Able to work additional hours when needed and attend weekly meetings during business hours
The employee in this position must be able to read, write, speak and understand English with exceptional fluency

Job Responsibility

Help manage sales pipeline by building files in the CRM, collecting necessary documents for loan conditions, managing the file flow, and communicating status to customers
Ensure current guidelines are met, managed and adhered to while exercising discretion and prudent decision making on behalf of company, clients and LO
Assist in resolving client issues in the loan process
Understand our underwriting guidelines and manage transactions accordingly, including reviewing files for potential issues
Work directly with customers to build loan packages for underwriting, including obtaining documents and reviewing loan criteria and structure
Help maintain documentation of LO’s deals in the CRM throughout the life of the loan
Support loan servicing, which may include contacting clients for past due payments, extensions, and other service-level communications
Organize and manage LO’s contacts in the CRM

What we offer

Full benefits (medical, dental, vision)
401k
Paid holidays
Remote work environment
Per file bonus

Fulltime

Loan Services Assistant Manager

In this role, you will be at the forefront of managing customer loan services, e...

Location

United States , Queensbury/ Glens Falls

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate degree or equivalent experience in banking
4 years of banking and loan experience preferred
1 year of supervisory experience preferred
Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint
knowledge of banking related software a plus
Strong communication skills, both verbal and written
demonstrated ability to interact confidently and professionally with employees, management, customers and other stakeholders
Ability to handle multiple tasks, prioritize work, and meet strict deadlines with attention to detail skills
Proven organizational, project management, analytical, research, and problem-solving skills
Extensive knowledge of state/federal regulations related to loan servicing and lending

Job Responsibility

Ensuring the accurate and efficient processing of customer credit applications
Supervising the team and assisting in project coordination for optimum efficiency
Collaborating with various departments to understand the impact and assure efficiency
Leading initiatives to achieve departmental and company goals
Overseeing daily operations, including projects and special assignments
Assisting in the execution of their programs and working with internal and external auditors
Researching and implementing changes to comply with regulatory requirements and directives
Facilitating customer escalation calls and situations to ensure resolution and customer satisfaction
Ensuring quality control review of designated work for timely and accurate reporting
Providing support to the call center as required

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in our company 401(k) plan

Fulltime

Mortgage Loan Officer

Multi – State Licensed Consumer Direct Loan Officer. Allied Direct, a division o...

Location

United States , Bala Cynwyd

Salary:

Not provided

Allied Mortgage Group

Expiration Date

Until further notice

Requirements

Recent origination experience in the residential mortgage industry required
Multi-State NMLS Licensing
Strong telephone sales and communication skills
Demonstrated ability to connect quickly with people in an outgoing, friendly manner
Must possess the ability to work efficiently and accurately
Proven success in a fast-paced environment
Must be detail-oriented and demonstrate careful decision-making skills
Will need to work independently with minimal supervision
Basic computer skills
Ability to pass a background check for state licensing

Job Responsibility

Directly responsible for converting company-provided leads to funded mortgage loans
Telephone and online origination of mortgage loans through internet, direct mail campaigns, referrals, and/or other marketing campaign
Provide superior customer service skills by responding to company-provided leads in an affective and timely manner
Engage with consumers, determine their needs, and offer the appropriate mortgage products
Assist Allied’s processing team in obtaining necessary information to close loans in a compliant and timely manner
Meet individual monthly sales goals
Stay informed of developing trends in the mortgage industry

What we offer

401(k)
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance
Base salary

Fulltime

Outbound Consumer Loan Officer

Our client is a leading financial institution that is seeking a Consumer Loan Of...

Location

United States , Lincoln

Salary:

Not provided

Adams, Inc.

Expiration Date

Until further notice

Requirements

Sales experience
Customer Service experience
Consumer lending knowledge
Strong communication skills

Job Responsibility

Connect with potential borrowers
Guide customers through the loan process
Reach out to qualified leads
Discuss consumer loan products (auto, RV, boat, motorcycles, unsecured/secured loans, home equity)
Assist customers in completing applications
Provide financial counseling
Evaluate credit worthiness
Calculate debt-to-income ratios

What we offer

Strong incentives paid monthly

Fulltime

Lending Support Officer

Data Entry & Follow up; Settlement; Loan Support; Job Authority

Location

Salary:

Not provided

Award Global

Expiration Date

Until further notice

Requirements

Able to fulfill all duties with English
Outstanding interpersonal and communication skills
Detail oriented
Good time management and team player
Bachelor’s degree, preferably majored in Finance, Accounting or other business-related field.
Fresh Graduate

Job Responsibility

Complete data entry in salesforce and lender system (e.g. AOL/loan app etc.) accurately
Assist loan officers to fill out application forms
Assist Loan officers and consultants to follow up with lender for application updates related matters.
Conduct employment/accountant verification as required
Confirm loan approval amount, approval date, and settlement date and update salesforce system accordingly.
Assist broker to coordinate with lender for the settlement matters e.g., loan document signing and returning, settlement booking etc.
Liaise with loan officers and brokers to resolve settlement outstandings requirement
Order Equifax report
Assist broker with pricing requests for nominated lenders
Process valuation request as instructed by consultants or loan officer, follow up till valuation report has been completed.

Credit Analyst

The main purpose of this job is to draft credit write-ups for commercial, consum...

Location

United States , Scottsdale

Salary:

Not provided

Commerce Bank

Expiration Date

Until further notice

Requirements

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations
Ability to write reports, business correspondence, and procedures
Ability to effectively present information and respond to questions from groups of managers, customers, the public or professional peers
Ability to work with mathematical concepts such as statistical inference and apply concepts such as fractions, percentages, ratios, and proportions to business related situations
Aptitude for detecting errors or deficiencies in the customer’s financial statements, analyze cash flow and bring to the attention of the loan officer
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Ability to create new word processing and spreadsheet files using generally accepted formats
Ability to use database programs and other banking specific programs and to access reports, use software documentation and help features
Aptitude for learning advanced features and specialized software programs

Job Responsibility

Draft credit write-ups in standard format
Prepare summary of facts concerning credit worthiness for new, renewal, and extension loans based on Loan Officer input and analysis of financial data
Track and enter customer information, financial statements, tax returns and related material using designated software or other analysis programs
Analyze financial conditions and collection trends, reviews, and reports non-compliance with loan covenants
Create and generate reports to analyze the overall financial condition of the loan portfolio utilizing report writing software
Assist to identify any changes in the portfolio’s condition
Conduct periodic reviews of credit files and document files to ensure maintenance of required documentation relative to the Bank’s established standards and annual internal/external audits of the loan portfolio and loans pledged as collateral to the Federal Home Loan Bank (FHLB)
Prepare FHLB qualifying loan reports each month for prior month’s mortgage originations to determine their eligibility as collateral under FHLB funding guidelines
Order appropriate documentation based on approved credit arrangement sheet and prepare documentation request for submission to loan processing
Assist loan officers with financial analysis questions

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Licensed Loan Officer Assistant

One Real Mortgage is seeking a dedicated and passionate Licensed Loan Officer As...

Location

United States

Salary:

60000.00 USD / Year

Real Broker, LLC

Expiration Date

Until further notice

Requirements

Licensed Loan Officer Assistant
Must be based in U.S.
Knowledge of Conventional, FHA and VA guidelines
LOS training
Microsoft products training
Paperless training
General website training
Ability to analyze applicants' financial status, credit, and property evaluations
Ability to explain different types of loans and credit options
Ability to obtain and compile loan applicants' credit histories and financial information

Job Responsibility

Takes applications for mortgage credit
Prequalifies mortgage loans by examining supporting documentation, estimating credit-worthiness, and calculating repayment risk
Offers and negotiates rates and terms of mortgage loans
Presents loan offers to consumers, either verbally or in writing, including providing disclosures
Protects the Company’s image by keeping mortgage loan information confidential
Updates job knowledge by participating in education and training
Provides prompt, courteous internal and external customer service
Participates and contributes to a positive work environment
Interviews applicants to obtain information for loan applications
Answers questions about the process of obtaining a home loan

Fulltime

Commercial Loan Assistant

We are looking for a detail-oriented Commercial Loan Assistant to join our team ...

Location

United States , Midland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 1 year of experience in loan administration, loan origination, or commercial lending
Strong knowledge of commercial loan processes and documentation
Excellent organizational skills with the ability to manage multiple tasks accurately
Proficiency in using digital tools and systems for document management
Effective communication skills to interact with customers and team members
Detail-oriented mindset to ensure accuracy in loan processing and documentation
Ability to work collaboratively in a fast-paced, detail-focused environment
Familiarity with banking regulations and compliance standards

Job Responsibility

Support commercial lenders by gathering necessary data and assisting in underwriting loan applications
Ensure the accuracy of loan documents prior to closing and verify that loans are booked correctly
Maintain organized and up-to-date digital loan files by scanning and uploading documentation
Assist loan officers with portfolio management and maintaining comprehensive loan records
Provide guidance to customers throughout the loan process to ensure a positive experience
Collaborate with Credit Administration on loan processing and examinations
Monitor loan documentation for compliance and address any discrepancies proactively
Contribute to the efficient execution of loan bookings and related administrative tasks
Assist in preparing reports and summaries as required by lenders or management
Act as a resource for resolving issues related to loan documentation or processing

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Loan Officer Assistant

Robert Half

Location:
United States , Schaumburg

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 01, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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