Licensed Loan Officer Assistant
Core
Manage incoming leads, support Loan Officers through pre-approval, and deliver a high-touch client experience from first contact through contract in the mortgage lending process.
Role type
Senior Loan Officer Assistant / Loan Partner
Builds
Mortgage loan applications and pre-approval letters for borrowers
Domain
Residential Mortgage Lending
Required skills
borrower qualification, pre-approval review, automated underwriting analysis (DU/LPA), income/assets/credit evaluation, NMLS licensing, conventional/FHA/VA lending guidelines knowledge, debt-to-income ratio calculation, file analysis, client communication, lead tracking management
Preferred skills
Encompass proficiency, Blend CRM experience, Mortgage Coach presentation software experience
Technologies
Encompass, Blend, Mortgage Coach
Responsibilities
Answer and schedule incoming calls; take high-level applications and confirm appointments; provide documentation lists and initial guidance; review income/assets/credit and issue Pre-Approval Letters; create Mortgage Coach TCAs and schedule appointments; update referring agents on deal viability and financing details; enter and maintain Lead Tracker with consistent follow-up; support Wednesday follow-ups and update referral partners; coordinate tasks with Team LP1s; review Lead Tracker activity in team meetings; schedule client meetings and collect documentation; assist with marketing materials and office events
Seniority
Mid-level, hands-on IC