Senior Loan Officer Assistant
Core
Managing assigned residential mortgage loan pipelines from application through closing, ensuring documentation accuracy and compliance.
Role type
Senior Loan Officer Assistant
Builds
Residential mortgage loans for borrowers across the US
Domain
Mortgage lending / Real estate finance
Required skills
Loan pipeline management, loan file review for compliance, stakeholder coordination, issue resolution, documentation accuracy, regulatory knowledge, multi-priority management
Preferred skills
Conventional/VA/Jumbo loan experience, mortgage originator license, Encompass system proficiency
Technologies
Encompass, Microsoft Office
Responsibilities
Proactively manage assigned files and tasks from initiation through resolution; Resolve routine issues independently and escalate complex matters; Monitor and manage assigned mortgage loan pipeline; Review loan files for completeness, accuracy, and compliance; Coordinate with borrowers, loan officers, processors, underwriters, title companies, and real estate agents; Identify outstanding conditions and documentation requirements; Assist in resolving complex loan scenarios by researching requirements; Review Loan Estimates and Closing Disclosures for accuracy; Maintain accurate loan records and update systems; Prioritize competing deadlines and manage multiple loan files simultaneously; Communicate status updates and follow through on action items; Support continuous improvement efforts by identifying workflow efficiency opportunities.
Seniority
Senior, hands-on IC