Loan Officer Assistant (LOA) - San Diego

Griffin Funding•Scottsdale, AZ

1d•Onsite

About The Position

Griffin Funding is a full-service mortgage lender licensed across the U.S. committed to making homeownership more accessible. They are a VA Approved Lender and FHA Non-Supervised Lender, known for speed, service, and borrower-centric practices. The team is dedicated, supportive, and believes in excellent borrower treatment throughout the process. This role is a hybrid Loan Officer Assistant (LOA) and Loan Officer (LO) support position, not purely administrative or a full originator role. The successful candidate will work directly with a high-producing Loan Officer, focusing on the front end of the business: client acquisition, early-stage relationship management, and maintaining a full and active pipeline. Once a file enters processing, it transitions to a Mortgage Loan Partner, allowing the LOA to concentrate on new business acquisition and avoid back-end file management. This position is based in the San Diego office.

Requirements

6–18 months of experience in mortgage — LOA, LO, or a combination
Familiarity with lead intake, client pipeline management, and loan structuring
Experience with CRM systems and pipeline tracking tools
Strong communication skills — written and verbal
Communicates clearly and proactively, providing updates and keeping everyone informed
Detail-oriented without being slow, catching details while maintaining pace
Ability to hold the full picture, organizing multiple files, stages, and stakeholders
Client-confident, comfortable interacting with borrowers and realtors
Takes ownership of files and tasks
Works well within a team structure, collaborating closely with the LO and Mortgage Loan Partner
Based in San Diego (in-office role)

Nice To Haves

NMLS license

Responsibilities

Review the active pipeline and flag any pre-submission files that need attention
Reach out to borrowers and realtors with status updates and next steps
Collect outstanding documentation and keep pre-approval files moving toward submission
Assist with scheduling consultations and managing follow-ups for the LO
Support front-end sales activity — outreach, follow-ups, and lead nurturing
Coordinate handoffs to the Mortgage Loan Partner once files are ready for processing
Maintain CRM notes and pipeline accuracy so the LO always has a clear view of what's in the funnel
Assist with loan structuring and pre-approval preparation in coordination with the LO
Close out the day with pipeline current, open items documented, and tomorrow's priorities clear
Drive new business activity alongside the LO — lead intake, consultations, follow-ups, and pipeline development
Manage pre-approval files from intake through submission, keeping documentation complete and compliant
Coordinate smooth handoffs to the Mortgage Loan Partner once files move into processing
Serve as a key point of contact for borrowers and realtors during the pre-submission stage
Maintain pipeline accuracy in the CRM — notes updated, statuses current, tasks completed
Assist with loan structuring and submissions in coordination with the LO
Support scheduling and relationship management so the LO can focus on high-value conversations