CrawlJobs Logo

Loan Officer Assistant

raincitycapital.com Logo

Rain City Capital

Location Icon

Location:
United States

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

60000.00 USD / Year

Job Description:

This is a full-time, hourly, non-exempt position. You will be working very closely with your loan officer (LO) to support their individual workflow. This means that a strong working relationship with your LO will be essential, but your day-to-day duties may vary.

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

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

Nice to have:

  • Experience as a loan officer assistant or processor
  • Driven to help others excel with a proven track record of building and maintaining client relationships
  • Self-driven, responsible, easily adaptable to change, and skilled in multitasking and follow-ups
  • Organized and enthusiastic about our company and customers and prepared to represent our mission statement of Real and Lasting Mutual Success
What we offer:
  • Full benefits (medical, dental, vision)
  • 401k
  • Paid holidays
  • Remote work environment
  • Per file bonus

Additional Information:

Job Posted:
December 11, 2025

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

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

Briefcase Icon

Similar Jobs for Loan Officer Assistant

Loan Services Assistant Manager

In this role, you will be at the forefront of managing customer loan services, e...
Location
Location
United States , Queensbury/ Glens Falls
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Mortgage Loan Officer

Multi – State Licensed Consumer Direct Loan Officer. Allied Direct, a division o...
Location
Location
United States , Bala Cynwyd
Salary
Salary:
Not provided
alliedmg.com Logo
Allied Mortgage Group
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Outbound Consumer Loan Officer

Our client is a leading financial institution that is seeking a Consumer Loan Of...
Location
Location
United States , Lincoln
Salary
Salary:
Not provided
adams-inc.com Logo
Adams, Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Sales experience
  • Customer Service experience
  • Consumer lending knowledge
  • Strong communication skills
Job Responsibility
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
What we offer
  • Strong incentives paid monthly
  • Fulltime
Read More
Arrow Right

Lending Support Officer

Data Entry & Follow up; Settlement; Loan Support; Job Authority
Location
Location
Salary
Salary:
Not provided
awardglobal.com.au Logo
Award Global
Expiration Date
Until further notice
Flip Icon
Requirements
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
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.
Read More
Arrow Right

Lending Operations Specialist

Lending Operations Specialist role at Knock, a company redefining the home buyin...
Location
Location
United States
Salary
Salary:
70000.00 - 75000.00 USD / Year
knock.com Logo
Knock
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 3 years of recent closing experience with additional relevant mortgage experience in processing and/or underwriting preferred
  • Experience within the last 12 months in the residential loan mortgage industry, particularly handling cash out refinance transactions
  • Strong understanding of mortgage regulations from origination to post-closing
  • Recent experience managing and facilitating a large pipeline of loans, 50 to 60 per month
  • You have a keen attention to detail and check and double check your work
  • You are someone who is passionate about providing amazing customer service
  • You are an over-communicator with exceptional written and verbal communication skills
  • You’re highly organized and successful managing multiple competing priorities at once
  • You possess strong sense of urgency and track record of thriving in a fast-paced, growth startup environment
  • You are confident using new technology and familiar with lending management systems
Job Responsibility
Job Responsibility
  • Work in all aspects of the bridge loan cycle at Knock
  • Assist gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
  • Ensure minimum submission requirements and documents are met prior to submitting loans to processing
  • Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates, ICDs as well as compliance of APR requirements
  • Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
  • Calculate Knock Bridge Loan advance amounts using internal calculations and guidelines
  • Accurately condition loan files based on the loan application and file documentation
  • Consistent communication internally providing loan status and approval updates
  • Effective and consistent communication with external Lending Partners, Agents, and Borrowers
  • Review title reports and homeowners/flood insurance to ensure Knock’s lien position and security interest
What we offer
What we offer
  • Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
  • Flexible Paid Time Off for full time employees
  • Paid parental leave for all full time employees
  • One thousand annually for professional development
  • Life, AD&D and Disability insurance for full time employees
  • 401K (noncontributory by Knock) for all employees
  • $75 monthly allowance for health & wellness
  • Up to $400 monthly for a co-working space for eligible employees
  • $100 monthly allowance for home internet, mobile phone or other communication devices
  • $2,500 referral bonus for eligible employees
  • Fulltime
Read More
Arrow Right

Financial Aid Office

Assist students in navigating financial aid processes, providing them with the t...
Location
Location
United States , Tucson, AZ
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in financial aid, loan processing, banking or a related field
  • Strong skills in data processing and documentation management
  • Excellent communication abilities for explaining financial concepts clearly
  • Familiarity with compliance requirements for federal and institutional regulations
  • Knowledge of FAFSA processes and student financial aid programs is beneficial - will train
  • Understanding of various loan products and their applications
  • Demonstrated ability to provide exceptional customer service and build trust with diverse populations
Job Responsibility
Job Responsibility
  • Conduct interviews with students to evaluate their financial aid needs and eligibility
  • Analyze financial information to determine suitable funding options for students
  • Ensure accurate documentation of financial aid records while maintaining compliance with institutional and federal regulations
  • Assist students in completing financial aid applications and educate them on repayment responsibilities
  • Provide counseling to students in adherence to Department of Veterans Affairs guidelines
  • Perform financial analysis to structure customized financial aid packages
  • Manage and process financial aid documents, including ISIRs and federal fund releases
  • Audit student files to verify completeness and accuracy, addressing any discrepancies
  • Collaborate with Admissions to coordinate financial aid appointments and ensure seamless support
  • Stay updated on lending practices and financial policies relevant to student funding
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Associate Loan Administrator

The Associate Loan Administrator supports, facilitates the loan servicing and ad...
Location
Location
Canada , Vancouver
Salary
Salary:
77000.00 CAD / Year
Trez Capital Limited Partnership
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • College Diploma or Bachelor’s degree in Business from an accredited post-secondary institution
  • Minimum of 2 years’ experience in loan processing, accounting administration, or a similar role within the financial services industry
  • Complies with all Policies and Procedures, work results, and standard operating procedures
  • Safeguards the interests of the business, our people and our clients
  • Excellent organizational skills, with an ability to balance multiple priorities and a high-volume workload, in a fast-paced environment
  • Ability to work both quickly and accurately and with attention to detail
  • Excellent written and verbal communication skills
  • Excellent interpersonal skills and customer focused
  • Ability to work independently and in a team environment
  • Superior analytical and problem-solving skills
Job Responsibility
Job Responsibility
  • Supports, facilitates the loan servicing and administration function, ensuring accurate and timely processing of transactions, on-going reporting, and system maintenance
  • Ensures adherence to existing controls surrounding loan servicing and administration and further develops systems of internal controls, supporting continuous improvement and upgrading of information systems and reporting
  • In charge of the centralized Accounts Payable of the Loan Administration group
  • Preparing Protective Advances on Default loans that are mostly for the payment of invoices
  • Monitoring of US Borrower payments received at Synovus or other banks
  • Creating wire templates and securing their approval for use
  • Facilitating prompt and accurate recording of transactions at The Mortgage Office (TMO)
  • Organizing the files for the loan admin team at Sharepoint
  • Assisting in obtaining loan and investor documents to facilitate loan and lender set-up at TMO
  • Posting monthly at TMO of the EFT and ACH to individual loans and monitoring any payment returns
What we offer
What we offer
  • Eligible for discretionary bonuses and/or salary increases in accordance with company policy
  • Eligible for Extended Health Benefits, Dental Benefits, Short Term Disability Insurance, Long Term Disability Insurance, Accidental Death & Dismemberment Insurance
  • Eligible for optional RRSP contributions with an employer match program
  • Fulltime
Read More
Arrow Right
New

Mortgage Loan Assistant

We are looking for a Mortgage Loan Assistant to support the mortgage process by ...
Location
Location
United States , Fairfax
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of prior mortgage experience
  • Familiarity with loan origination systems, Microsoft Office, and document management platforms
  • Basic understanding of mortgage lending guidelines and relevant compliance regulations
  • Strong written and verbal communication to interact with clients, lenders, and colleagues
  • High accuracy in processing documents, maintaining records, and verifying information
  • Ability to handle multiple loan files, prioritize tasks, and meet deadlines
  • Excellent attention to details
  • Professionalism and service mindset to support client needs during the loan process
Job Responsibility
Job Responsibility
  • Supporting mortgage loan officers by preparing and processing loan documents
  • Communicating with clients to collect required financial information and documentation
  • Verifying applicant details, employment, and financial status for loan qualification
  • Coordinating with internal departments, title companies, and external vendors to ensure timely completion of loan files
  • Reviewing loan applications for accuracy and completeness before submission
  • Assisting in scheduling client meetings and following up on outstanding documentation
  • Updating loan records and databases with current status and documentation
  • Responding to client inquiries regarding loan status, requirements, and procedures
  • Performing administrative duties such as filing, faxing, and correspondence related to mortgage processing
  • Ensuring compliance with local, state, and federal regulations throughout the loan process
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
  • Fulltime
Read More
Arrow Right