Mortgage Loan Officer Assistant
High‑Impact, Client‑Facing Role | Top‑Producing Purchase Team If you love talking to people and being the first trusted voice a buyer hears — keep reading. If you prefer hiding behind files and avoiding phones, this is not your jam. We’re a high‑performing, referral‑driven mortgage team looking for a Specialist to own the front end of the pipeline, have a crazy‑high sense of urgency, and love to figure out and solve mortgage problems like a Rubik’s Cube. You’ll be the gatekeeper, the quarterback, and the reason deals actually get to contract.
Compensation
Base Salary: $60,000 – $70,000 (depending on experience). Performance Upside (recommended): Bonuses per closed loans; Annual upside for the right performer: $75,000–$90,000+.
Benefits
Full health, dental, vision
401(k) + stock ownership
PTO and paid holidays
Stable hours: 8:30–5:30 CST, Mon–Fri
No weekends. No chaos.
Responsibilities
What You’ll Own (a.k.a. Why This Role Matters)
Lead Conversion & First Contact:
Be the first human voice new buyers hear — by phone, text, and email
Chase, track, and convert inbound warm leads (speed matters)
Set expectations, build rapport, and move clients forward decisively
Schedule & prepare high‑quality Discovery Meetings for the Loan Officer
Pre-Approvals & File Prep:
Guide clients through SimpleNexus document uploads
Complete applications, utilize Encompass to work up and structure the Pre‑Approvals
Submit accurate, complete pre‑approvals within 24 hours
Build scenarios and collaborate with underwriting/investors as needed
Client & Realtor Communication:
Weekly check‑ins with: Pre‑approved clients, actively searching for property homebuyers, referral partners
Be relentlessly proactive — no ghosting, no dropped balls
Team Collaboration:
Participate in daily huddles and weekly pipeline reviews
Support the LO with follow‑up calls and client handoffs
Improve systems, scripts, and workflows as you go
Help the team get better every month (not just “do your job”)
Who Crushes in This Role
Fast, organized, and dangerously good on the phone
Comfortable driving conversations and asking for decisions
Obsessed with follow‑up and details
Calm under pressure and allergic to missed deadlines
Independent, but a strong team player
Qualifications
Requirements (Let’s Be Honest)
Must‑Have:
3–5+ years mortgage experience (front‑end strongly preferred)
Solid understanding of DU/LP and pre‑approval workflows
Experience with correspondent/wholesale lenders and understanding how to read guidelines
Strong CRM, Excel, and general tech skills
Confident communicator — phone, text, email
Nice‑to‑Have:
NMLS license (or willingness to get it)
SimpleNexus & Encompass experience
Experience building or improving lead follow‑up systems
Strong purchase loan knowledge (Conv/FHA/VA)
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