As a Mortgage Loan Originator Assistant, you will serve as the strategic right hand to a high-volume MLO, ensuring the seamless execution of the lending process from initial lead to successful closing. Operating in a high-energy, fast-paced environment, you will act as the primary liaison between clients, vendors, and internal teams to maintain momentum and transparency. This role demands a blend of rigorous administrative precision, proactive file management, and a talent for relationship-building to support the growth of the MLO’s production and brand presence.

Duties and responsibilities

• Ensure loan files move through the process in a timely manner.
• Meet with applicants to obtain information for loan applications and to answer questions about the process.
• Schedule appointments with clients.
• Meet with clients and venders to complete the necessary documents.
• Follow up with clients to keep them informed of the loan process.
• Obtain and review the applicant’s credit history.
• Review loan agreements to ensure that they are complete and accurate according to policy.
• Cultivate relationships to generate leads and sources.
• Assist in marketing, social media and open house like events.

• Ability to maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle.
• Strong PC Skills. Must be proficient in MS Windows, Excel, Outlook and Work. Intermediate Excel skills a plus.
• Has knowledge of commonly used terminology, concepts and practices and procedures within the mortgage industry.
• Ability to meet time deadlines while working under pressure.
• Ability to effectively handle simultaneous tasks in a fast-paced environment.
• Able to effectively and efficiently work independently or as a member of a team.
• Strong business writing and math skills.
• Ability to effectively analyze loan account related problems and define and create solutions.
• Oral and Written Communication Skills
• Reading Skills
• Customer Service
• Math Aptitude
• Organization, Planning, and Time Management
• High School Diploma or Equivalent.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Travel is required.
• Frequently required to stand, walk, sit, and travel between various locations.
• Frequently required to use hands to finger, handle, or feel, and reach with hands and arms.
• Occasionally required to climb or balance, stoop, kneel, crouch, or crawl.
• Frequently lifts and/or moves up to 10 pounds and occasionally lifts and/or moves up to 20 pounds.
• Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

This description outlines the basic responsibilities and requirements for the position noted. This is not a comprehensive listing of all job duties. Duties, responsibilities and activities may change at any time with or without notice.