Mortgage Loan Officer Assistant The Mortgage Loan Officer Assistant supports loan officers in the end-to-end mortgage loan processfrom pre-qualification through closing. This role ensures timely and accurate handling of loan documentation, client communication, and system updates, contributing to a seamless borrower experience and efficient loan pipeline management.
Key Responsibilities:
Assemble and verify loan documents for completeness and accuracy. Order and track third-party items (e.g., VOEs, appraisals, title work). Calculate income using pay stubs, W-2s, tax returns, and other documentation. Confirm assets and liabilities against application and supporting documents. Monitor credit activity using tools like Undisclosed Debt Monitor. Assist with obtaining documentation needed to obtain a clear to close. Serve as a liaison between loan officers, borrowers, settlement agents, and internal departments. Conduct weekly pipeline calls with assigned MLOs. Provide timely updates to clients and referral partners. Send initial disclosures to loan applicants. Review Loan Estimates (LE) and Closing Disclosures (CD). Ensure compliance with TRID, TIL, and Change of Circumstance regulations. Maintain accurate records in Encompass and other mortgage systems. Run AUS findings (DO and LP) and ensure documentation matches system inputs. Coordinate closings. Perform general administrative duties.
Requirements:
Minimum 2 years experience in mortgage loan processing or assistance. At least 8 years preferred. Proficiency in Encompass, Microsoft Outlook, Word, Excel, and loan origination systems. Strong understanding of conventional and government loan products (FHA/VA). Knowledge of investor guidelines and mortgage compliance regulations. Excellent organizational, communication, and problem-solving skills. Ability to manage a pipeline of 40+ loans independently and collaboratively. Must be in the Savannah, GA area and willing to work on-site Monday-Friday 9a-5p.
Preferred Skills:
NMLS license or willingness to obtain. Experience with CRM systems and document management platforms. Familiarity with underwriting guidelines and closing procedures.
AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.
