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Mortgage Loan Officer Assistant
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Job Description
- Req#: 559435
- Bonuses per closed loans
- Annual upside for the right performer: $75,000-$90,000+
- 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.
Description
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):
Benefits
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
You'll thrive here if you are:
• 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 UNDERSTAND 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)About the company
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