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 Officer Assistant (Shared Resource)

Support multiple top-performing loan officers as part of a shared LOA pool - own...

Location

United States

Salary:

28.85 USD / Hour

Rain City Capital

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
1+ year of mortgage, real estate, title, or lending operations experience
Strong written and verbal communication skills - professional borrower-facing presence
Detail-oriented with proven ability to manage 15-30 active files simultaneously
Comfort with loan origination systems, CRM tools, and standard office productivity software
Ability to work independently in a deadline-driven environment

Job Responsibility

Open new loans in the loan origination system
ensure all required fields are populated accurately
Collect borrower documentation (entity docs, financials, asset statements, property information)
Request and follow up on signed loan applications
Order appraisals and any required inspections
Maintain a clean, organized loan file at all times - every condition documented and traceable
Serve as the borrower's primary point of contact for documentation requests and status updates
Respond to borrower inquiries within one business day
flag escalations to the assigned LO promptly
Manage the conditions list - follow up on outstanding items proactively, not reactively

What we offer

Medical
dental
vision
401K
paid holidays
remote work environment

Fulltime

Loan Officer Assistant (Dedicated Resource)

Serve as the dedicated operational backbone for an assigned Sales Director - own...

Location

United States , Kirkland

Salary:

31.25 - 36.05 USD / Hour

Rain City Capital

Expiration Date

Until further notice

Requirements

2+ years experience as a loan officer assistant or loan processor
Knowledge of mortgage documentation, underwriting conditions, and closing requirements
Ability to manage a pipeline independently with minimal oversight
Superb customer service and communication skills, both written and verbal
High proficiency with a Loan Origination System
Exceptional attention to detail and analytical skills

Job Responsibility

Open new loans in the loan origination system
ensure all required fields are populated accurately
Collect borrower documentation (entity docs, financials, asset statements, property information)
Request and follow up on signed loan applications
Order appraisals and any required inspections
Maintain a clean, organized loan file at all times
Serve as the borrower's primary point of contact for documentation requests and status updates
Respond to borrower inquiries within one business day
Manage the conditions list
Coordinate signing logistics

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

Sr Loan Officer

We are looking for a Sr Loan Officer to support lending operations in Savannah, ...

Location

United States , Savannah

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in loan administration, loan underwriting support, or a closely related lending function
Ability to read and interpret financial analysis and use that information to support loan file review
Working knowledge of loan agreements, lending documentation, and administrative loan processes
Strong communication skills with the ability to work effectively with banks and external business contacts
Comfort learning new loan programs and applying program-specific requirements accurately
Familiarity with accounting functions related to lending operations
Organized approach to managing multiple files, deadlines, and follow-up tasks in a detail-driven environment

Job Responsibility

Review financial documents and supporting records to help assess loan files for completeness and accuracy
Coordinate with banks and external partners to gather information, resolve documentation issues, and maintain steady communication throughout the lending process
Learn and apply multiple loan program guidelines to support proper handling of applications and related administrative tasks
Prepare, organize, and maintain loan agreements and associated records in accordance with internal standards and timelines
Support underwriting and loan administration activities by tracking file progress, identifying missing items, and following up as needed
Build strong relationships through networking with financial institutions and other relevant stakeholders to support business operations
Assist with accounting-related functions connected to loan activity, including reviewing figures and reconciling documentation for consistency

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Retail Loan Officer

We are looking for a Retail Loan Officer to join a banking team in Charleston, S...

Location

United States , Charleston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in consumer lending, retail banking, loan administration, or a closely related financial services role is preferred
Working knowledge of consumer loan products, loan documentation, underwriting fundamentals, and servicing practices
Ability to evaluate financial information carefully and maintain a high level of accuracy in records and agreements
Strong customer service and communication skills with the ability to explain lending information clearly and professionally
Comfortable managing multiple applications and deadlines in a fast-paced banking environment
Previous credit union experience is a plus
Entry-level candidates with relevant education, strong professionalism, and an interest in building a banking career are encouraged to apply

Job Responsibility

Guide customers through consumer loan options and explain available products for personal, vehicle, and other non-mortgage borrowing needs
Review applications and supporting documents to help determine loan eligibility, completeness, and readiness for decisioning
Prepare and maintain accurate loan files, agreements, and related records in accordance with banking policies and regulatory standards
Coordinate with internal partners to move loans efficiently from application through closing and servicing activities
Monitor loan documentation and follow up with applicants to obtain missing information, clarify details, and keep the process on schedule
Support day-to-day retail lending operations while delivering responsive, attentive service to customers and branch teams
Assist with loan review and administrative tasks that help maintain quality, compliance, and portfolio accuracy
Contribute to a growing lending team by adapting to shifting coverage needs and supporting business continuity during staffing changes

What we offer

medical
vision
dental
life insurance
disability insurance
401(k) plan
free online training

Fulltime

Residential Loan Assistant

We are looking for a Residential Loan Assistant to support mortgage lending acti...

Location

United States , Littleton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in mortgage lending, loan servicing, loan administration, or a closely related banking support role
Working knowledge of loan origination or mortgage loan origination processes and supporting documentation requirements
Experience providing administrative support in a fast-paced financial services or lending environment
Ability to track multiple files at different stages while maintaining accuracy and meeting deadlines
Strong written and verbal communication skills for interacting with borrowers, loan officers, and processing teams
Familiarity with compliance-sensitive timelines and the importance of timely disclosures and follow-up
Proficiency in reviewing loan-related information, identifying missing items, and escalating issues when needed

Job Responsibility

Coordinate with loan officers and processors to identify outstanding items needed to move mortgage files forward and maintain timely completion of required next steps
Prepare and send incomplete disclosure notifications, then monitor each file to help ensure regulatory turnaround expectations are met
Provide day-to-day support to mortgage staff by assisting with rate-related questions, application activity, pre-qualification follow-up, and borrower inquiries
Track borrower disclosures that remain unsigned or unreturned and conduct follow-up outreach to improve file progression and overall conversion results
Communicate with borrowers to clarify documentation requests, answer process-related questions, and help keep applications active
Review pipeline activity with processing teams and help ensure members receive updates on loan status, outstanding conditions, and any changes affecting their application
Monitor rate lock activity, including lock extensions, relocks, and cancellations, and verify that confirmations are accurate and properly documented
Perform quality checks on rate lock details to confirm pricing information has been recorded correctly and communicated to the appropriate parties
Support loan officers with outreach and promotional efforts intended to strengthen mortgage relationships and contribute to new business development

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan

Retail Loan Officer

This Contract to permanent position offers an exciting opportunity to assist cus...

Location

United States , Charleston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in loan administration or retail lending is highly preferred
Familiarity with consumer loan products and related processes
Strong knowledge of loan underwriting and review procedures
Excellent communication and interpersonal skills to interact effectively with clients
Ability to analyze financial information and make informed lending decisions
Proficiency in working within banking or credit union environments is a plus
Recent graduates with an interest in banking and finance are welcome to apply
Strong attention to detail and organizational skills for maintaining accurate loan records

Job Responsibility

Assist clients in identifying suitable consumer loan products, including personal, car, and boat loans
Evaluate loan applications and ensure compliance with lending policies and procedures
Provide guidance to customers throughout the loan application and approval process
Collaborate with team members to review and underwrite loans, ensuring accuracy and adherence to regulations
Maintain detailed records of loan agreements and servicing activities
Deliver exceptional customer service by addressing inquiries and resolving issues related to loans
Work closely with credit union partners to facilitate seamless loan processing
Stay informed about retail lending trends and products to better serve customers
Ensure timely follow-ups with clients to support their financial needs and goals
Uphold banking standards and regulatory requirements in day-to-day operations

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Select Country

Loan Officer Assistant

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Loan Officer Assistant

Loan Officer Assistant

Loan Officer Assistant (Shared Resource)

Loan Officer Assistant (Dedicated Resource)

Licensed Loan Officer Assistant

Sr Loan Officer

Retail Loan Officer

Residential Loan Assistant

Retail Loan Officer

Our AI answers in your language