Loan Originator Assistant
AI Summary
A Loan Originator Assistant supports loan originators across the full mortgage lifecycle, managing files, coordinating documentation, communicating with borrowers and partners, and ensuring smooth transaction progress.
About this role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Loan Originator Assistant based in the United States.
This role offers the opportunity to play a key part in delivering a smooth and successful mortgage experience for clients.
You will support Loan Originators throughout the full loan lifecycle, from application through closing.
Working closely with borrowers, real estate partners, processors, and internal teams, you will help ensure every transaction progresses efficiently.
The ideal candidate is detail-oriented, proactive, and passionate about providing exceptional client service.
You will manage multiple loan files, coordinate documentation, resolve issues, and maintain clear communication across all stakeholders.
This is a fast-paced environment where organization, ownership, and relationship-building directly contribute to customer success.
You will have the opportunity to grow your mortgage expertise while supporting meaningful homeownership journeys.
Accountabilities:
As a Loan Originator Assistant, you will serve as a critical operational partner supporting loan execution, customer communication, and transaction management. You will help maintain accurate documentation, ensure compliance, and keep loans moving efficiently from initial application to final closing.
- Support Loan Originators by managing loan files, coordinating documentation, and assisting with the completion of mortgage applications.
- Collect, review, and organize borrower information, disclosures, credit reports, income documentation, and other required materials.
- Act as a primary point of contact between borrowers, Loan Originators, Realtors, processors, and other transaction stakeholders.
- Enter and maintain loan applications within loan origination systems while ensuring accuracy and completeness.
- Review loan packages for missing information, inconsistencies, and calculation errors, escalating issues when needed.
- Assist with preparing loan scenarios by researching underwriting requirements and investor guidelines.
- Manage pipelines across various loan products, including conventional, FHA, VA, USDA, 203K, and reverse mortgage programs.
- Monitor loan progress, provide status updates, and proactively follow up with clients and partners to support timely closings.
- Coordinate closing activities, including final figures, documentation reviews, title coordination, and scheduling logistics.
- Order and track third-party services such as appraisals, title documents, certifications, and verification requests.
- Stay informed on mortgage products, systems, regulatory updates, and process improvements to provide effective support.
- Build strong relationships with referral partners and contribute to business development through consistent follow-up and communication.
- 3+ years of experience as a Loan Originator Assistant, Loan Partner, Loan Processor, Loan Officer, or Underwriter preferred.
- High school diploma or equivalent required; a bachelor’s degree is a plus.
- Strong understanding of residential mortgage lending processes, including conventional, FHA, VA, USDA, 203K, and reverse mortgage products.
- Experience working with mortgage technologies and loan origination systems; Encompass experience strongly preferred.
- Knowledge of Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and automated underwriting systems.
- Proficiency with Microsoft Office tools, including Excel, Word, and Outlook.
- Strong attention to detail with the ability to identify issues, analyze problems, and implement solutions.
- Excellent organizational skills with the ability to manage multiple loan files simultaneously.
- Strong written and verbal communication skills with a customer-focused approach.
- Ability to work independently, take ownership, and proactively follow up without constant supervision.
- Collaborative mindset with the ability to build positive relationships with clients, Realtors, and internal teams.
- Familiarity with social media and modern approaches to client relationship management is a plus.
- Availability to work Central or Eastern Time Zone hours is preferred.
- Competitive compensation ranging from $21.64 to $31.25 per hour, plus a bonus plan.
- Health insurance coverage options.
- Paid time off and paid holidays.
- 401(k) retirement plan.
- Opportunity to work in a collaborative environment where employees are trusted and empowered.
- Supportive culture focused on ownership, growth, and professional development.
- Opportunity to build expertise within the mortgage industry while helping clients achieve homeownership goals.
Requirements:
The ideal candidate is an organized mortgage professional who combines industry knowledge, strong communication skills, and a proactive mindset. You should be comfortable managing multiple priorities while maintaining accuracy and delivering a high-quality experience for clients and partners.
