Loan Officer Assistant
T
TrueholdReal Estate Investment
Remote (Eastern/Central), Eastern/CentralFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- SalesforceMicrosoft OfficeCRM
Requirements
- 2+ years of mortgage industry experience supporting Loan Officers, Processing, or Operations
- NMLS licensed or have the ability to get licensed
- Experience with business purpose lending (DSCR, Non-QM, investor, or bank statement loans) preferred
- Strong understanding of the mortgage origination process and loan documentation
- Excellent organizational, communication, and customer service skills
- Experience with mortgage technology platforms (LOS, CRM, and Microsoft Office)
- Ability to manage multiple loan files in a fast-paced environment
- Experience with LendingPad and/or Salesforce (Nice to Have)
- Experience coordinating with title, appraisal, and closing partners (Nice to Have)
- Previous pipeline management or sales support experience (Nice to Have)
Responsibilities
- Support Loan Officers throughout the loan lifecycle, from application through funding
- Serve as a borrower contact, collecting documentation and providing timely updates
- Prepare, deliver, and track required disclosures and redisclosures
- Review loan files for completeness and identify missing or outstanding conditions
- Deliver appraisals and property valuations to borrowers when required
- Maintain accurate loan records within the LOS and CRM
- Identify and escalate issues that could delay closing
- Help improve borrower experience through responsive, proactive communication
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