Source Job

  • Support Loan Officers throughout the loan lifecycle, from application through funding, by managing pipelines and coordinating with borrowers and Operations.
  • Prepare, deliver, and track required disclosures, review loan files for completeness, and identify missing conditions.
  • Help improve borrower experience through responsive, proactive communication and escalation of issues that could delay closing.

Mortgage Origination Salesforce Customer Service Microsoft Office

9 jobs similar to Loan Officer Assistant

Jobs ranked by similarity.

US

  • Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
  • Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
  • Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.

We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.

$22–$31/hr
US

  • Support Loan Originators by managing loan files and coordinating documentation throughout the loan lifecycle.
  • Act as a primary point of contact between borrowers, realtors, and internal teams to ensure smooth transactions.
  • Monitor loan progress and proactively follow up to support timely closings and client satisfaction.

A mortgage lending company that partners with homebuyers to provide financing solutions. The company fosters a supportive culture focused on ownership, growth, and professional development.

United States

  • Act as the single-domain authority for front-end mortgage business, translating loan officer workflows into product requirements for the JazzX Mortgage Application.
  • Work representative borrower scenarios end-to-end, documenting qualification, pricing, and lock decisions for product and engineering teams.
  • Partner with product managers to pressure-test specs and AI assistant behaviors against real-world sales practice.

SAI Group is a private investment firm that incubates and scales AI-powered enterprise software companies. Its portfolio comprises rapidly growing AI firms serving over 2,000 global customers with nearly $600 million in annual revenue and a workforce of over 4,000 individuals.

Processor

Hometap
$65,000–$65,000/yr
US

  • Own a pipeline of homeowner applications from intake through underwriting handoff.
  • Collect supplemental information and place orders with third-party vendors for required documentation.
  • Review documentation for completeness and accuracy, then compile the full application package for underwriting.

Hometap provides home equity investments that give homeowners debt-free cash in exchange for a share of their home's future value. The company has been recognized as a great place to work by the Boston Globe and Forbes, and fosters a collaborative and passionate culture.

  • Process DSCR and investor mortgage loans from initial disclosure through closing.
  • Review, verify, and organize borrower, property, and third-party documentation to ensure complete loan files.
  • Collaborate with loan officers, underwriters, and vendors to track milestones and resolve issues.

Truehold is a leading platform at the intersection of real estate and finance, with 200+ employees operating across 15+ markets. We are building a best-in-class mortgage operation focused on investor and DSCR lending, combining institutional rigor with startup speed.

Global

  • Handle loan processing, client communication, and essential administrative duties.
  • Ensure a seamless loan application journey from initial enquiry through to settlement.
  • Manage and prioritise the broker's Outlook inbox and maintain accurate CRM records.

VA4U provides virtual assistant services to businesses. They have a supportive team with established systems, SOPs, and extensive training resources.

Closer

eLEND
$29–$37/hr
US

  • Coordinate all closing activities, prepare Closing Disclosures, and generate complete closing packages for settlement agents.
  • Partner with title companies, closing agents, and internal teams to resolve issues and ensure timely, accurate closings.
  • Ensure compliance with CFPB, TRID, investor, and company guidelines while maintaining organized loan files.

eLEND is committed to delivering an exceptional closing experience by ensuring every mortgage loan is completed accurately, efficiently, and in compliance with regulatory requirements. As a growing company, eLEND fosters a collaborative, high-performing team environment and offers opportunities for professional development.

US

  • Originate and structure real estate investment loans including fix-and-flip, new construction, bridge, and DSCR rental financing.
  • Build and maintain relationships with real estate investors, brokers, and referral partners to generate repeat business.
  • Own the full loan lifecycle from prospecting through underwriting and closing, achieving high production targets.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. It partners with companies to manage applications and next steps, focusing on high-performance roles.

US

  • Engage with inbound leads and guide them from initial inquiry through signed agreement, making high-volume outbound calls daily.
  • Manage your pipeline in Salesforce, document activities, and coordinate with internal teams to resolve bottlenecks.
  • Develop deep HEI product knowledge and collaborate cross-functionally to refine messaging and processes.

Truehold Financial helps homeowners access equity without displacement through Home Equity Investments (HEIs). They are a high-growth company operating in 20+ markets with a mission-driven culture and full benefits.