Loan Officer Assistant
About The Position
At Mutual of Omaha Mortgage, we believe great Loan Originators are supported by great teams. We are looking for a motivated, organized, and customer-focused Loan Officer Assistant (LOA) who thrives in a fast-paced environment and takes pride in helping others succeed. This is an exciting opportunity to join a nationally recognized mortgage organization, support a growing team of mortgage professionals, and play an important role in helping customers navigate one of life's most significant financial decisions. As a Loan Officer Assistant, you will serve as a key partner to our Loan Originators, helping manage the day-to-day activities that drive production, improve efficiency, and create an exceptional borrower experience. The ideal candidate is proactive, detail-oriented, technologically proficient, and passionate about delivering results. You won't simply manage tasks—you'll help create momentum, solve problems, and contribute directly to the success of our sales organization.
Requirements
- Proactive: Anticipates needs and takes initiative without waiting for direction.
- Accountable: Takes ownership of responsibilities and follows through on commitments.
- Organized: Effectively manages competing priorities and deadlines.
- Customer-Focused: Builds trust through responsiveness, professionalism, and empathy.
- Tech-Savvy: Comfortable working with CRM systems, loan origination software, Microsoft Office, and digital communication tools.
- Solutions-Oriented: Approaches challenges with a problem-solving mindset.
- Team-Oriented: Collaborates effectively with sales, operations, and leadership.
Nice To Haves
- 2-5 years experience as a Loan Officer Assistant, Loan Processor, Mortgage Sales Assistant, or similar position.
- Knowledge of residential mortgage products and loan origination processes.
- Experience with Salesforce and mortgage loan origination systems.
- Strong written and verbal communication skills.
- Excellent attention to detail and time management.
- Familiarity with reverse mortgage products is a plus.
- NMLS licensing or registration, if required for assigned duties.
Responsibilities
- Partner with Loan Originators to support daily sales activities and pipeline management.
- Assist with collecting and organizing borrower documentation.
- Help prepare complete and accurate loan submissions.
- Monitor loan milestones, outstanding conditions, and critical deadlines.
- Coordinate with processing, operations, and other internal departments to facilitate timely loan progression.
- Proactively identify potential delays and communicate solutions.
- Deliver responsive, professional communication to borrowers and referral partners.
- Assist with scheduling appointments and coordinating follow-up activities.
- Keep borrowers informed throughout the mortgage process.
- Help resolve questions and escalate issues when appropriate.
- Provide a consistently positive customer experience.
- Maintain accurate borrower and prospect information within Salesforce or other CRM platforms.
- Assist Loan Originators with lead management and follow-up.
- Support referral partner engagement and relationship management.
- Coordinate marketing activities, events, and outreach initiatives.
- Help Loan Originators maximize productivity by managing administrative and operational responsibilities.
- Maintain accurate documentation and organized loan files.
- Follow company policies, privacy standards, and applicable mortgage regulations.
- Protect confidential borrower information.
- Perform only those mortgage origination activities permitted under applicable licensing requirements.
Benefits
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
