Loan Officer Associate

Role Overview

• Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
• Guide customers through the mortgage process using a consultative approach
• Communicate clearly and promptly via phone, email, and digital channels
• Maintain accurate loan data, documentation, and notes in the LOS
• Track daily follow-ups, milestones, and next steps to support on-time closings
• Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
• Use CRM, LOS, and digital tools to manage leads and workflows
• Share practical improvements that increase team efficiency

Requirements

• High School Diploma (required), Bachelor’s degree (preferred)
• NMLS License or willingness to obtain
• Experience using digital tools for work, projects, or collaboration (academic, internship, or professional)
• Ability to manage multiple priorities across systems and timelines
• Strong communication skills and customer focus
• Interest in building a long-term career in mortgage sales

Benefits

• Health insurance coverage including Medical, Dental, and Vision
• 401(k) Retirement Plan with a $1 for $1 Company Match up to 5%
• Up to three weeks of vacation annually
• Paid Parental Leave
• Education Assistance Program
• Adoption Assistance up to $30,000
• New Hire Referral Bonus Program
• Home Purchase Discounts
• Holiday, Sick Leave, and Personal Day policies