Loan Officer Assistant

Loan Officer Assistant (In-Office – Reverse Mortgage Division)

Location: Scottsdale, AZ (On-site)
Position Type: Part-Time, 20-28 hours per week
Compensation: $18-$24 per hour + potential for bonus incentives

Mutual of Omaha Mortgage is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.  

Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!

Job Purpose:
The Loan Officer Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete, accurate, and ready for submission—while also helping to maintain a positive and professional client experience.

Duties and Responsibilities:

• Loan Pipeline Support
  • Monitor key dates and proactively track all milestones in the loan process.
  • Manage and maintain accurate borrower and partner information in CRM databases.
  • Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature.
  • Communicate professionally with borrowers, title companies, and third parties to request and collect conditions.
  • Prepare files for submission to processing and underwriting.
  • Maintain organized electronic and paper files in compliance with company policy.
• Client & Partner Communication
  • Serve as the first point of contact for inbound calls — demonstrate exceptional phone manners, professionalism, and warmth at all times.
  • Provide courteous, accurate updates to clients, partners, and internal departments.
  • Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand.
  • Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups.
• Administrative & Office Support
  • Provide general administrative support such as scanning, filing, and organizing documents.
  • Assist with internal event planning, mailings, and referral partner coordination.
  • Support the Loan Officer with daily workflow, scheduling, and follow-up tasks.
  • Maintain office organization, supplies, and readiness for client meetings.

• High school diploma or equivalent required; college coursework preferred.
• Minimum 1–2 years of experience in mortgage lending, banking, or customer service.
• Experience with loan origination systems preferred.
• Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools.
• Outstanding phone etiquette — confident, polished, and personable on every call.
• Strong written and verbal communication skills with a professional, positive tone.
• Highly organized, dependable, and detail-oriented.
• Ability to multitask, prioritize, and work efficiently under pressure.
• Positive attitude, enthusiastic energy, and collaborative team spirit are a must.
• Ethical, professional, and committed to delivering excellent customer service.

• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 
• Company Paid Life Insurance 
• 401K with a generous employer match 
• Pet Insurance
• Free Legal Services 
• Employee Loan Program