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Job 26772

Lake Forest, CA

Job Title:
Loan Officer Assistant

Direct Hire


Our client is a new mortgage broker and because of this there is a lot of room for growth! Their team is extremely close and a positive culture is key to their business model.

They are looking for a motivated, organized individual who is resourceful, has a problem-solving nature and very attentive to detail. This person will be required to verify qualifications and communicate concerns. This person MUST have loan qualification experience and be VERY strong in loan qualification guidelines and terms. The Loan Officer will NOT be reviewing your qualification ability. This is something the person in this role will be expected to be knowledgeable of from hire date. Organization and qualification knowledge is key for this specific position.


  • This position is the glue to the customer service experience
  • Pre-approve all leads
  • Structure all loans
  • Taking loan app
  • Finding out payment preference, cash to close, etc.
  • Quoting pricing / payment
  • Sending pre-approval
  • DU and POF to realtor
  • Get BA signed
  • Explain closing costs
  • Rounding up all documents for all transactions
  • Rounding up all conditions from Underwriting for all transactions
  • Running Data Verify
  • Requesting and Inputting Fees from Escrow for LE
  • Going through Closing Disclosure with client
  • Setting up signings
  • Making sure final wire submit for funding (if applicable)
  • Making sure wire comes from account sourced
  • Sending wiring instructions from escrow
  • Advising on title/escrow for all refinances
  • Scheduling signing with notary
  • Weekly Updates on all purchases for Agents and Buyers
  • Running credit and analyzing credit to advise on any possible issues
  • Setting up file–completing full loan app
  • Run DU–check PIW code
  • Review Prelim and Transcripts when they come in
  • Confirm impounds if applicable
  • Confirm Vesting
  • Income Work Sheets, Sam Work Sheets, Rental Work Sheets
  • Review file to analyze whether full or limited review for HOA–if applicable
  • Let LO know when it is okay to lock loan
  • Get Home Owners Insurance Quote in for all purchases
  • Confirm Comp and which LO loan should be set up in
  • Make sure all contingency deadlines are met–if close to deadline make sure to get manager involved to help expedite

For example:

  • CD to go out by certain date to meet COE
  • Loan to leave Qual after 1 day
  • Loan to leave processing after 1 day
  • UW approval within 24-48 hours
  • Tracking process to be sure we meet deadlines
  • Pipeline manager to help assist here in expediting with you

Basic Qualifications:

  • Recent Loan Processor or Loan Officer Assistant work history within 2020
  • Processing or Loan Officer Assistance experience (3+ years)
  • Encompass Experience

Preferred Qualification:

  • Job stability
  • LO License –NMLS

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 

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