Position title
Loan Officer Assistant

A Loan Officer Assistant (LOA) will assist the Loan Officer(s) in managing aspects of the customer pipeline; ensuring loan applications are completed and processed properly, marketing efforts, and other general administrative and clerical duties.

In addition, as a NLMS licensed employee, incumbent may be allowed to represent the Loan Officer (LO) as requested. Including:making outbound calls and acting as a stand-in with clients in place of the Loan Officer when requested.


Responsibilities of the LOA include, but are not limited to the following:

  • Manage the client pipeline and maintain the database of current and potential clients, which includes, but is not limited to, entering current and accurate information into the Vault.
  • Assist the Loan Officer in marketing efforts and lead generation.
  • Request client referrals
  • Gather loan documentation and ensure all documentation is done properly and moving through the process in a timely manner
  • Facilitate effective communication between all parties involved in the application/filing process
  • Assist Loan Officer in general administrative and clerical duties
  • ┬áIf currently NLMS licensed:
    • Make outbound calls
    • Assist Loan Officer in completing and processing loan applications
    • Stand-in with clients in place of the Loan Officer as requested by the LO
  • Excellent customer/interpersonal service skills and communication skills, both verbal and written
  • Time management: Ability to work in a time-sensitive work environment to ensure strict time restrictions are met
  • Task management: Ability to effectively prioritize and execute on assignments given, as well as take initiative in finding and solving problems
  • Work in an organized, accurate, thorough, and timely manner
  • Proficiency in computer programs such as Microsoft Excel, Word, and Outlook
  • Experience in mortgage banking or related industry preferred
  • Active Mortgage Loan Originator License
  • High School Diploma or GED
Job Location
South Ogden
Working Hours
Monday - Friday 08:00 am - 05:00 pm
Date posted
August 24, 2020
Valid through
September 22, 2020
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Position: Loan Officer Assistant

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