Loan Officer Assistant

Dominion Financial Services•Baltimore, MD

About The Position

Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter. We are currently seeking a detail-oriented and driven Loan Officer Assistant to join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation. Our Company’s Core Values Integrity Accountable & Dependable Team Centric System & Process Oriented Service Ethic Organized Efficiency - Risk Management & Compliance Your Impact: Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency. Support loan officers by managing intake workflows and ensuring timely follow-ups. Improve process efficiency by keeping data and documentation well-organized and up to date.

Requirements

1–3 years of experience in mortgage, lending, preferably with some experience with DSCR loans.
Strong working knowledge of loan documentation, loan file structures, and intake workflows.
Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus).
Proficiency in Microsoft Office, especially Excel and Outlook.
Demonstrated ability to follow structured processes and standard operating procedures (SOPs).
Excellent attention to detail and data accuracy.
Strong written and verbal communication skills.
Ability to manage multiple tasks and deadlines in a fast-paced environment.

Nice To Haves

Familiarity with third-party mortgage tools and vendor platforms (e.g., Xactus, TLOxp, DataTree).
Experience organizing and reviewing legal entity documentation (LLCs, Trusts, Corporations).
Bachelor’s degree in Business, Finance, Real Estate, or related field.

Responsibilities

Manage loan transitions from quote status to intake, ensuring priority and accuracy.
Monitor the loan intake queue and initiate file setup based on submission dates.
Review loan documentation for completeness and accuracy.
Set up digital folders and enter key borrower and entity information into the loan origination system.
Order and upload third-party reports from external platforms.
Send and follow up on initial document requests to key contacts.
Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
Maintain accurate communication notes within internal systems.
Utilize internal checklists to verify all required documents are collected and properly categorized.
Perform preliminary quality control on documents and escalate issues when necessary.
Monitor loan files using status dashboards and checklists to track progress.
Transition files to the next stage once all intake requirements are complete.
Ensure data and documentation in both the CRM and LOS remain up to date.
Follow up daily for missing documents and escalate delays as needed.
Document all follow-ups and status changes in internal systems.