Loan Officer Assistant at United Trust Bank LLC

Perkasie, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

24 May, 26

Salary

25.0

Posted On

23 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Operations, Client File Management, Refinance Transactions, Lending Guidelines Analysis, Pre-approval Reviews, Underwriting Approvals, Stip Communication, Document Management, Coordination, Outreach Efforts, Drip Campaigns, Prospecting, Social Media Scheduling, CRM Systems, Detail-Oriented, Proactive Communicator

Industry

Banking

Description

LOAN OFFICER ASSISTANT – EXPERIENCED Location: Bucks or Montgomery County, PA Pay: $20-$25/hourly + commission Schedule: Full-time 40+ hours per week Join a high-performing team with a growth-driven mindset and collaborative spirit! KEY RESPONSIBILITIES * Loan Operations & Client File Management * Manage refinance transactions from start to finish * Analyze borrower scenarios and apply lending guidelines * Conduct full pre-approval reviews and prepare submission-ready files * Review underwriting approvals, communicate stips with clients clearly and effectively * Manage follow-ups on all outstanding documents * Coordinate with title companies, processors, insurance agents, and other partners to ensure smooth closings * Marketing & Client Engagement * Assist in outreach efforts, drip campaigns, and book of business prospecting * Oversee social media scheduling and content execution * Help plan and manage marketing events and local campaigns * Maintain and organize our database and CRM system for pipeline visibility WHAT WE’RE LOOKING FOR * Proven experience with minimum of 2 years as a Loan Officer Assistant or in a similar mortgage operations role - must have * Strong understanding of both agency and government guidelines, NonQM experience is a plus * Tech-savvy with CRM systems (e.g., Jungo, Follow up Boss) and social media platforms * Highly organized, detail-oriented, and a proactive communicator * A team-first attitude, growth mindset, and a desire to work in a performance-driven partnership * Comfortable with an incentive-based structure and flexible workflow * Ability to commute to upper bucks county 5 days a week WHAT YOU’LL GAIN * Collaborative, entrepreneurial work culture * Opportunity to grow your role into a true partnership * Direct involvement in both operations and marketing strategy * Competitive salary and lucrative bonus structure Benefits include: Medical, Dental, Vision, Life, long and short-term disability insurance, 401k Match Ready to elevate your career and make an impact from day one? Apply now with your resume and a brief note about your recent experience. United Trust Bank is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status or marital status. We are an E-Verify employer. 9am - 5pm 40

Responsibilities

The role involves managing loan operations, including handling refinance transactions from start to finish, analyzing scenarios, preparing submission-ready files, and coordinating closings with various partners. Additionally, the assistant will support marketing efforts through outreach, social media management, event planning, and maintaining the CRM database.