Loan Originator Assistant at UMortgage LLC – West Palm Beach, Florida

At UMortgage, we operate with a service-first, relationship-driven approach. We focus heavily on consumer education, real estate agent relationships, and delivering a personalized borrower experience.

#ExperienceIsEverything.

We are hiring a licensed Loan Originator Assistant to support a high-producing Branch Manager and act as a key bridge between sales and operations throughout the life of the loan.

This role is involved from inception through post-closing. You will help keep files moving on time, support strong communication between all parties, and make sure nothing falls through the cracks from pre-approval to closing and beyond.

Candidates for this role must be comfortable working in a fast-paced mortgage environment where urgency, follow-through, organization, and strong communication matter. You should understand how to help drive the file forward, gather and tighten documentation, support disclosures, and handle anything needed throughout processing, underwriting, closing, and post-closing.

This is a highly involved role for someone who knows mortgage, can execute quickly, and understands how to partner closely with both the Loan Officer and operations team to create a smooth borrower experience.

· Support loans from inception through post-closing.

· Act as a liaison between sales and operations to help ensure files move smoothly and on time.

· Collect, review, organize, and properly label borrower documents.

· Gather and prepare documentation needed for pre-approvals.

· Tighten up files before disclosure and handoff to setup.

· Prepare files for disclosures and support a clean transition into the operational process.

· Help drive the loan forward by handling anything needed throughout processing, underwriting, closing, and post-closing.

· Monitor outstanding items, conditions, deadlines, and next steps to help prevent delays.

· Communicate proactively with borrowers, Loan Officers, processors, underwriters, title, and other parties involved in the transaction.

· Support loan structure and restructuring efforts at the direction of the Loan Officer.

· Maintain accurate loan information and updates in ARIVE or other loan origination systems.

· Help deliver a responsive, organized, high-touch borrower experience throughout the life of the loan.

Required Qualifications

• Active mortgage license
• Minimum 3 years of recent mortgage industry experience
• Experience in a customer-facing mortgage role such as Loan Officer, Loan Officer Assistant, or Loan Processor
• Ability to support loans from inception through post-closing
• Experience coordinating with sales and operations to keep loans moving on time
• Strong document collection, organization, follow-up, and communication skills
• Ability to work hours aligned with EST, CT, or MST business needs

Preferred Qualifications

• Current employment in the mortgage industry
• Bilingual
• Experience with Arive or LendingPad
• Experience supporting a high-producing Loan Officer
• Experience with restructuring or problem-solving complex files

The essential functions of this role include, but are not limited to, the responsibilities described above. Duties, responsibilities, and qualifications may be adjusted based on business needs and operational demands. UMortgage is committed to providing reasonable accommodations to qualified individuals with disabilities during the application process and, where appropriate, to enable performance of the essential functions of the position. UMortgage is an equal opportunity employer and makes employment decisions in accordance with applicable federal, state, and local law.