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Responsibilities
We are looking for a Loan Officer Assistant / Loan Processor to support an active mortgage loan pipeline. This role will handle loan file preparation, financial document review, third-party orders, underwriting conditions, CRM updates, and communication with borrowers and lending partners. The role also includes administrative and personal assistance for the Loan Officer as needed. The ideal candidate has hands-on experience in mortgage loan processing and understands the loan process from initial file setup through underwriting and closing.
Loan Processing & Financial Review:
- Review credit reports and identify discrepancies, late payments, collections, and other potential issues.
- Review pay stubs, W-2s, 1099s, tax returns, and bank statements.
- Verify borrower income, assets, and available funds.
- Calculate preliminary DTI and LTV ratios.
- Request Letters of Explanation (LOEs) and missing documentation when needed.
- Identify potential underwriting issues before submission.
Third-Party Orders & Underwriting:
- Order and track real estate appraisals.
- Order title commitments, title searches, tax certificates, and lien searches.
- Coordinate employment, deposit, mortgage/rent, flood, and homeowners insurance verifications.
- Review appraisal and title reports for potential issues.
- Track and manage underwriting conditions.
- Collect required documents and prepare complete packages for underwriting.
- Follow up on conditions through Clear-to-Close (CTC).
Monday.com & Pipeline Management:
- Maintain and update active loan files and pipeline stages in Monday.com.
- Track important milestones, including appraisal, title, underwriting submission, conditional approval, Clear-to-Close, and closing.
- Manage tasks, deadlines, reminders, and file notes.
- Keep loan information accurate and organized at all times.
Communication & Client Support:
- Communicate with borrowers, real estate partners, title agents, appraisers, and internal team members through WhatsApp and email.
- Send professional document requests, follow-ups, and loan status updates.
- Maintain clear, professional, and grammatically correct English communication.
- Coordinate with US-based partners during business hours.
Administrative & Personal Assistance:
- Manage the Loan Officer’s calendar and appointments.
- Schedule meetings and closing appointments.
- Manage reminders and follow-ups.
- Assist with travel or meeting coordination when needed.
- Handle other administrative and personal tasks as assigned.
Requirements:
- Previous mortgage loan processing or Loan Officer Assistant experience is strongly preferred.
- Hands-on experience with loan file preparation and processing.
- Experience ordering appraisals, title, credit reports, and other third-party services.
- Understanding of underwriting conditions and the mortgage closing process.
- Strong attention to detail and ability to identify missing or inconsistent information.
- Experience with Monday.com or similar workflow/CRM platforms.
- Comfortable using WhatsApp for daily communication.
- Excellent written and spoken English.
- Strong organizational and follow-up skills.
- Able to work during US business hours, particularly Central Time.
- Willing to handle both loan processing and administrative/personal assistant responsibilities.
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