Benefits:
Company parties
Opportunity for advancement
Paid time off
Training & development
Loan Officer Assistant
Reports to: President Department: Sales Support / Front-End Operations Location: 9140 Arrowpoint Blvd STE 130 Employment Type: Full-Time
Role Overview
The Loan Officer Assistant plays a critical role in creating a clean, efficient bridge between Sales and Operations. This position is responsible for supporting a group of Loan Officers on the front end of the loan lifecycle, ensuring that pre-approvals and sold loans are properly documented, accurately structured, and fully scrubbed before being handed off to Processing.
This is not a processing role and not a junior position. The LOA operates as a frontline sales support partner whose work directly impacts cycle times, borrower experience, and operational efficiency.
The ideal candidate is highly organized, proactive, detail-oriented, and comfortable managing multiple stakeholders in a fast-paced mortgage environment. Existing NMLS licensure a bonus, but not required.
Primary Objectives
Provide consistent, high-level support to Loan Officers
Improve file quality before loans reach Processing
Reduce back-and-forth, rework, and avoidable delays
Create accountability and clarity between Sales and Operations
Elevate the borrower experience through preparedness and communication
Key Responsibilities
Pre-Approval & Front-End Sales Support
Gather, review, and organize borrower documentation for pre-approvals
Identify missing or incomplete items early and follow up proactively
Ensure applications are complete, accurate, and properly structured
Assist Loan Officers in preparing clean, reliable pre-approval files
Loan Setup & Registration
Register new loans with lenders accurately and promptly
Confirm product, program, and structure alignment prior to submission
Ensure disclosures are properly prepared and ready for execution
Maintain accurate file notes and documentation tracking
Sold Loan Scrub & Handoff to Processing
Perform a detailed file scrub prior to processing handoff
Confirm:
Complete documentation
Accurate application data
Clear loan structure and expectations
Submit clean, organized files to Processing to allow for efficient underwriting
Serve as the primary point of coordination during the handoff phase
Communication & Coordination
Act as a liaison between Loan Officers and Operations
Set and reinforce expectations with Sales regarding file readiness
Maintain clear, professional communication with internal teams
Escalate issues or concerns appropriately and early
Process & Quality Control
Follow defined SOPs for front-end loan preparation
Identify recurring issues and opportunities for process improvement
Support leadership initiatives aimed at improving efficiency and accountability
Protect operational capacity by ensuring only clean, complete files are passed forward
What This Role Does NOT Do
The LOA does not process loans
The LOA does not own underwriting conditions
The LOA does not manage loans after handoff to Processing
This role is focused on front-end excellence, not downstream firefighting.
Qualifications & Experience
Required
Mortgage industry experience (LOA, processing, or similar support role)
Strong understanding of loan applications, documentation, and structure
High attention to detail and organizational discipline
Ability to manage multiple loans and Loan Officers simultaneously
Clear written and verbal communication skills
Comfort working with sales-driven personalities
Preferred
Experience working in a high-volume or self-generated sales environment with a mortgage broker
Familiarity with Arive LOS systems and lender portals
Active MLO License
Key Traits for Success
Proactive and solutions-oriented
Calm under pressure
Detail-driven without losing urgency
Comfortable holding boundaries and enforcing standards
Team-first mindset with strong personal accountability
Why This Role Matters
This position is a cornerstone of our growth strategy. A strong LOA:
Makes Loan Officers more effective
Makes Processors more efficient
Improves borrower experience
Protects the company’s brand and reputation
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