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Loan Assistant

As a Loan Assistant, you will provide support to the loan origination process, assisting loan officers and borrowers throughout the loan application and approval process. Your role is essential in ensuring a smooth and efficient loan processing experience. The ideal candidate will have strong organizational skills, attention to detail, and a customer service-oriented mindset.





What You’ll Do

  • Assist loan officers with the preparation and submission of mortgage loan applications.

  • Collect and review loan documentation for completeness and accuracy.

  • Verify borrower information, employment history, and financial statements.

  • Coordinate with borrowers, real estate agents, and other parties to gather necessary information and documents.

  • Prepare loan files, ensuring all required documentation is included.

  • Assist in the preparation and distribution of loan disclosures and closing documents.

  • Communicate with borrowers regarding loan status and any additional information needed.

  • Maintain accurate loan files and records.

  • Collaborate with internal teams to ensure timely loan processing.

  • Provide excellent customer service, addressing borrower inquiries and concerns.


  • High school diploma or equivalent, additional education or relevant experience is a plus.

  • Prior experience in loan processing or a related role is preferred.

  • Familiarity with mortgage loan documentation is beneficial.

  • Strong attention to detail and ability to review and analyze documents accurately.​

  • Good organizational and time management skills.

  • Proficiency in using computer applications for data entry and file management.

  • Effective communication and interpersonal skills.

  • Customer service-oriented mindset. Maintain confidentiality and handle sensitive information appropriately.

  • Knowledge and familiarity with the mortgage loan industry is preferred.

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