Loan Officer Assistant at Security National Mortgage Company

Austin, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

0.0

Posted On

21 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Origination, Documentation Management, Communication, Compliance, Customer Service, Data Entry, File Organization, Credit Analysis, Income Calculation, Loan Processing, Relationship Management, Technology Management, Pipeline Monitoring, Closing Coordination, Disclosure Management, Problem Solving

Industry

Financial Services

Description

Description Purpose This Service Level Agreement (SLA) outlines the responsibilities, performance standards, and accountability expectations for the Traditional Loan Officer Assistant (LOA Type 1). The purpose of this agreement is to ensure consistent service levels, communication standards, and operational excellence between Loan Officers (LOs), borrowers, and the operations team. Role Overview The Traditional LOA Type 1 provides direct support to assigned Loan Officers to ensure timely, accurate, and compliant loan origination. This includes managing communication, assisting with loan setup, coordinating documentation, and ensuring files are complete and ready for processing and disclosure. The LOA Type 1 plays a key role in maintaining SLAs for submission, disclosure, and closing timelines through proactive communication, accurate file setup, and collaboration with both sales and operations teams. Core Responsibilities Collect and review borrower documents, ensuring completeness and compliance with company policies and regulatory requirements. Enter loan data into the loan origination system (LOS) accurately and timely. Prepare and organize loan files for submission to processing, including reviewing disclosures, verifications, and supporting documents. Perform junior processing duties, such as: Ordering and reviewing credit reports, appraisals, and title commitments Verifying employment, income, and assets Reviewing loan conditions and ensuring documentation meets underwriting requirements Assisting in preparing closing documents and disclosure packages Monitor loan pipeline to ensure deadlines are met and communicate status updates to Loan Officers and team members. Provide general support to the mortgage team & branch operation manager as needed, including assisting with follow-ups, loan updates, and document requests. Business Development Support Contacts business partners to set up meetings and maintain relationship pipelines. Distributes approved marketing materials on behalf of assigned Loan Officers. Manages assigned LO’s technologies, CRM systems, and lead-tracking tools. Administrative & Communication Management Answers phones, monitors shared inboxes, and screens emails for assigned LOs. Provides prompt borrower communication and ensures responsiveness within regional SLA standards. Tracks loan status updates and ensures both borrower and LO are informed at all major milestones. Loan Setup & Documentation Assists the Loan Officer with collecting required documentation. Uploads and inputs borrower data and documents into Encompass once the LO has initiated the loan. Communicates with the borrower to validate the URLA (1003) and ensure all required income, asset, and liability documentation is complete. Loan Structuring & Submission Assists in structuring loans, running AUS, and submitting “TBD” property scenarios. Reviews loan applications and supporting documents for completeness and accuracy prior to submission. Ensures all files are ready for disclosure at the time of submission to processing. Disclosure & Compliance Obtains executed disclosures within required regulatory timeframes. Works with the disclosure desk to ensure fees are accurate and appropriately disclosed. Analyzes credit reports and borrower financials to help determine appropriate loan products. Closing Coordination Reviews Closing Disclosures (CDs) for accuracy and ensures fees and cash-to-close are consistent with borrower expectations. Provides borrower support and communication through closing, addressing any documentation or scheduling needs. Licensing & Product Support If licensed, may answer borrower inquiries involving rates and product options within compliance parameters. Supports the branch by maintaining product knowledge and assisting with program research as requested. Requirements Minimum 2 years Mortgage Experience Valid Driver's License Encompass Knowledge Income Calculation Knowledge Physical Requirements The Traditional Loan Officer Assistant (Type 1) position is classified as a general office worker role. The following physical requirements are representative of those that must be met to successfully perform the essential functions of this position: Work Environment: Standard office setting with moderate noise levels. May involve hybrid or remote work as approved. Physical Activity: Prolonged periods of sitting at a desk and working on a computer. Frequent use of hands and fingers for typing, handling documents, and operating office equipment. Occasional standing, walking, bending, or reaching within the workspace. Lifting/Carrying: Must be able to occasionally lift or move up to 25 pounds (e.g., files, office supplies, small equipment). Vision Requirements: Close vision required for reading, reviewing documents, and computer work; ability to adjust focus as needed. Communication Requirements: Must be able to communicate clearly and effectively in person, over the phone, and via electronic correspondence. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Responsibilities

The Loan Officer Assistant provides direct support to Loan Officers by managing communication, assisting with loan setup, and ensuring documentation is complete for processing. They play a key role in maintaining service level agreements for submission, disclosure, and closing timelines through proactive communication and collaboration with teams.