Loan Officer Assistant at Great Lakes Credit Union

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Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Interaction, Relationship Building, Loan Processing, Data Accuracy, Communication, Organizational Skills, Attention to Detail, Multitasking, Mortgage Software, Compliance, Documentation, CRM Management, Marketing Support, Lead Tracking, Follow-ups, Confidentiality

Industry

Banking

Description

Mortgage Forward is Hiring GREAT people for our GREAT team! Do you enjoy customer interaction and relationship building? WE WANT YOU ON OUR TEAM! The Mortgage Loan Officer Assistant supports loan officers in originating, processing, and closing mortgage loans. This role ensures smooth and efficient loan operations by managing administrative tasks, maintaining communication with clients and partners, and ensuring compliance with lending regulations. As a Mortgage Loan Officer Assistant you will have following responsibilities: Administrative & Loan Support * Assist loan officers with daily pipeline management and loan file organization. * Prepare and collect required documentation from borrowers (income verification, credit reports, disclosures, etc.). * Input borrower information and maintain data accuracy in loan origination systems (LOS). * Schedule appointments, prepare loan files, and manage follow-ups with clients and real estate partners. Customer Communication * Serve as a liaison between clients, underwriters, processors, and other parties involved in the loan process. * Provide borrowers with updates on loan status, required documentation, and next steps. * Maintain a high level of professionalism and confidentiality in all interactions. Compliance & Documentation * Review loan applications to ensure completeness and compliance with federal, state, and investor guidelines. * Assist with generating disclosures and ensuring timely delivery to borrowers. * Maintain accurate and compliant recordkeeping throughout the loan process. Marketing & Relationship Support * Help manage CRM databases, client follow-ups, and referral partner communications. * Prepare marketing materials, event support, or email campaigns for the loan officer. * Track leads and support efforts to increase referral and repeat business. Requirements needed to be part of this team: * High school diploma or equivalent (associate or bachelor’s degree preferred). * 1–3 years of experience in mortgage lending, processing, or financial services. * Strong knowledge of mortgage loan products, guidelines, and terminology. * Proficient in mortgage software (e.g., Encompass, Calyx Point) and Microsoft Office Suite. * Excellent attention to detail, communication, and organizational skills. * Ability to multitask and meet deadlines in a fast-paced environment. Benefits we offer: * Medical, dental and vision * Paid time off * 11 paid holidays * Employee discount programs and much more! We’re the total package! Mortgage Forward is proud to be an Equal Opportunity Employer ,Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation

Responsibilities

The Mortgage Loan Officer Assistant supports loan officers in originating, processing, and closing mortgage loans. This role ensures smooth and efficient loan operations by managing administrative tasks and maintaining communication with clients and partners.