Mortgage Loan Originator Assistant

Job Summary

The Mortgage Loan Originator Assistant will support mortgage loan officers and the origination team in processing loan applications and managing client documentation. This role involves a combination of administrative tasks, communication with clients, and assisting in the preparation of loan documentation. The ideal candidate will be detail-focused, adaptable, and eager to contribute to the team’s success.

Key Responsibilities

• Client Interaction & Communication




• Respond to client inquiries via phone, email, and in-person meetings, providing excellent customer service.


• Assist in scheduling appointments for loan officers and maintaining client communication throughout the loan process.


• Collect and verify client documents for completeness and accuracy.




• Loan Documentation & Preparation




• Assist in the preparation and submission of loan applications and related documentation.


• Ensure that all loan documentation complies with regulatory requirements and company policies.


• Assist in reviewing and gathering necessary documents for the loan file (income verification, credit reports, tax returns, etc.).




• Data Entry & System Updates




• Enter and update loan data in the mortgage origination system.


• Ensure all client and loan information is accurate and up-to-date in the system.


• Track loan status, ensuring timely processing and identifying any missing or incomplete information.




• Administrative Support




• Prepare and send pre-qualification letters, disclosures, and other necessary documents to clients.


• Assist with scheduling appraisals, title, and other services related to the loan process.


• Maintain and organize loan files, both electronic and physical.




• Compliance & Quality Assurance




• Ensure adherence to all mortgage lending compliance regulations and company policies.


• Help review completed loan files before submission to underwriting to ensure compliance with industry guidelines.

Qualifications & Skills

• Education: High school diploma or equivalent required. Associate’s degree in business, finance, or related field is preferred.


• Experience: Prior experience in the mortgage industry, real estate, or administrative support role is a plus.


• Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel, Outlook) required. Experience with mortgage loan origination software is a plus.


• Strong Communication Skills: Ability to communicate effectively with clients, lenders, and internal teams.


• Attention to Detail: Must be meticulous and organized when handling documents and data.


• Problem-Solving: Ability to identify issues and work proactively to resolve them.


• Time Management: Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.


• Team Player: Strong interpersonal skills and ability to collaborate with other departments.


• Customer Service Mindset: Committed to providing an exceptional experience for clients.