Loan Officer Assistant

Distro

. Support borrowers and Loan Officers throughout the mortgage process .

Posted 10/6/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while managing multiple priorities in the mortgage process. Proficient in borrower documentation and maintaining accurate records, with a customer-focused approach.

Highest-signal resume keywords

Strong Verbal Communication SkillsStrong Written Communication SkillsExcellent Organization AbilitiesCustomer-Service MindsetMortgage Processing Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Borrower Documentation ExperienceLoan ProcessingMortgage Operations ExperienceAbility to Learn Mortgage ProductsCRM Software Proficiency

Soft Skills

Attention to DetailFollow-Up AbilitiesAbility to Manage Multiple PrioritiesConfidentiality Maintenance

Certifications & Qualifications

NMLS Preferred

Industry Keywords

Mortgage ProcessLoan Officer AssistantMortgage Assistant

About the role

Key responsibilities & impact

Support borrowers and Loan Officers throughout the mortgage process
Communicate with borrowers via phone, email, and text message
Request and collect required loan documentation
Maintain accurate borrower records and loan files
Monitor loan milestones and outstanding requirements
Follow up on missing documentation and conditions
Update borrower and loan information within company systems
Support Loan Officers with active loan pipelines
Coordinate activities between borrowers and internal teams
Contact prospective borrowers and gather preliminary information
Maintain organized notes and follow-up schedules
Deliver professional and customer-focused service throughout the mortgage process

Requirements

What you’ll need

Strong verbal and written communication skills
Excellent organization and follow-up abilities
Ability to manage multiple priorities simultaneously
High attention to detail
Comfortable speaking with borrowers by phone
Ability to maintain confidentiality
Strong customer-service mindset
Ability to learn mortgage products, systems, and processes
Comfortable working in a commission-only environment
NMLS preferred but not strictly required
Loan Officer Assistant, Mortgage Assistant, Mortgage Processing, Loan Processing, or Mortgage Operations experience preferred
Borrower documentation experience preferred
Experience using CRM or mortgage software systems preferred
Interest in pursuing future mortgage licensing opportunities preferred

Benefits

Comp & perks

Commission-only compensation structure
Opportunity to build a long-term career in the mortgage industry
Exposure to the loan origination process