LOAN ASSISTANT

American Pacific Mortgage • Colleyville, TX

105d

About The Position

We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You’ll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.

Requirements

• Knowledge of industry standards for income, asset, credit, and appraisal approval.
• Familiarity with Fannie, Freddie, FHA, VA, USDA, and niche programs.
• Strong attention to detail, organizational skills, and written communication.
• Comfort using CRM systems to manage tasks, notes, and workflows.
• Excellent interpersonal skills: able to build trust with clients and referral partners.
• A growth mindset with the ability to work in a goal-oriented, team-based environment.
• NMLS license (or ability to obtain if needed).

Responsibilities

• Gather complete borrower information and take thorough applications.
• Collect and review initial documentation to ensure clean files for processing.
• Run DU/LP findings, identify and correct errors, and escalate red flags quickly.
• Serve as a trusted point of contact for clients, keeping them updated on loan milestones.
• Request and track missing documents promptly to avoid delays.
• Reinforce our team’s reputation by delivering clear, proactive, and empathetic communication.
• Log all client and partner communications in CRM (Jungo/Salesforce).
• Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.
• Support realtor partners by delivering quick updates, ensuring a 'refer with confidence' experience.
• Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.
• Price loans and quote fees/interest rates accurately.
• Ensure all files are compliant with state, federal, and company requirements.

What This Job Offers