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Loan Officer Assistant in New York at Jobgether

NewJob Function: Accounting/Finance
Jobgether
New York, 10455, United States
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Job Description

Loan Officer Assistant

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Loan Officer Assistant based in the United States.

This role provides essential administrative and operational support to mortgage loan originators throughout the loan origination process.
You will help keep loan files organized, complete, and moving efficiently toward closing.
The position combines customer service, document coordination, scheduling, and communication across multiple stakeholders.
You will work closely with mortgage processors, title companies, real estate agents, and customers to keep key deadlines on track.
Success requires strong organization, attention to detail, responsiveness, and the ability to manage several priorities at once.
The role can be performed remotely within the organization’s operational footprint, offering flexibility while remaining highly collaborative.
It is an excellent opportunity for an organized professional looking to build experience in mortgage lending and financial services.

Accountabilities:
  • Provide clerical, administrative, and operational support to assigned mortgage loan originators.
  • Manage and maintain appointment calendars, schedule meetings, and provide timely reminders regarding upcoming commitments.
  • Receive, place, and screen telephone calls while resolving routine matters and helping protect the loan officer’s time.
  • Interact professionally with mortgage customers and visitors, including conducting initial interviews when appropriate.
  • Assist mortgage loan originators in gathering the information and documentation required for loan files.
  • Review loan files for completeness and ensure required documentation is in place before files are forwarded to the processing team.
  • Coordinate with loan processors, title companies, real estate agents, and other stakeholders to ensure mortgage-related deadlines are met.
  • Schedule loan closings and communicate relevant details and timelines to the loan officer, processor, title company, and real estate agent.
  • Monitor workflow and follow up on outstanding items to help ensure timely completion of the loan process.
  • Maintain organized records and provide responsive support throughout the mortgage origination process.
Requirements:
  • High school diploma or equivalent GED required.
  • At least 1 year of clerical, administrative, or related professional experience.
  • Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills for interacting with customers, loan officers, processors, title companies, and real estate professionals.
  • Strong attention to detail and the ability to identify missing or incomplete documentation.
  • Ability to work independently while maintaining effective communication with a distributed team.
  • Professional, customer-focused approach with strong follow-through and reliability.
  • Ability to handle confidential customer and financial information appropriately.
  • Comfortable working in a fast-paced environment where priorities and deadlines may change.
Benefits:
  • Base salary plus bonus opportunities.
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Health Savings Account and Flexible Spending Account options.
  • Paid vacation and sick time.
  • Paid holidays.
  • Paid parental leave.
  • Tuition reimbursement.
  • Additional employee benefits and programs.
  • Remote work opportunity within the applicable operational footprint.
  • Opportunity to develop experience in mortgage origination and financial services.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Job Location

New York, 10455, United States

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