Loan Officer Assistant

Panorama Mortgage Group LLC•Norcross, MN

About The Position

The Loan Officer Assistant acts as a liaison between the Loan Officer, borrowers, and operations departments, helping ensure clear communication for a smooth closing transaction. The role assists the Loan Officer with non-licensed activities, supports collection and organization of loan documentation, and provides client and office support.

Requirements

High school diploma or equivalent is preferred.
At least two years of experience in mortgage lending or a related field.
Ability to manage multiple priorities; strong attention to detail and organizational skills.
A strong sense of urgency and responsiveness.
Commitment to delivering excellent customer service.
Patience and professionalism when interacting with internal and external customers.
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel.
Strong verbal and written communication skills.
Basic math skills.
Ethical conduct and commitment to company values.
Fluency in English, written and spoken.

Nice To Haves

Fluency in a second language.

Responsibilities

Assist the Loan Officer as needed, excluding licensed activities.
Help collect missing documentation from borrowers to complete loan files.
Work with the Processor to collect documentation needed to clear Loan Officer conditions.
Update the Loan Officer on the status of conditions and copy the Loan Officer on correspondence and documentation requests.
Order verification of employment (VOE).
Stack files for processing.
Manage client and referral partner databases.
Perform basic office functions, including answering phone calls, scheduling meetings, and making copies.
Comply with the policies and procedures outlined in the Company Handbook.
Perform other duties as assigned.