Loan Officer Assistant
About The Position
The Loan Officer Assistant provides essential administrative and sales support to Loan Officers while delivering a high level of service to customers via phone and email. In this entry-level, training-focused role, you will learn the mortgage lending business from the ground up, assist with the loan process, handle basic customer questions, and gather information as directed by Loan Officers. You will also support marketing efforts through social media and proactive outreach to past customers. This position offers a structured path to grow into a licensed Loan Officer role, with comprehensive training, coaching, and a supportive, highly entrepreneurial team environment.
Requirements
- Previous sales experience, preferably in a phone-based or customer-facing role.
- Strong desire to succeed and willingness to learn the mortgage industry.
- Motivated, competitive, and driven mindset with a focus on achieving goals.
- Excellent communication skills, with the ability to build relationships and establish trust with customers.
Nice To Haves
- Mortgage experience is preferred but not required.
- A degree is preferred but not mandatory.
- Interest in a career path that leads to a Loan Officer position.
- Ability to engage customers authentically and sell from a customer-first perspective.
- Openness to coaching, feedback, and continuous training.
- Comfort using social media platforms for professional and marketing purposes.
Responsibilities
- Provide administrative support to Loan Officers throughout the loan process.
- Communicate with customers via phone and email to provide information about the loan process and answer basic questions.
- Gather and verify customer information and documentation as directed by Loan Officers.
- Manage a high volume of outbound and inbound phone calls in a phone-intensive environment.
- Conduct outreach to past customers by phone to maintain relationships and identify new opportunities.
- Support marketing efforts through social media, helping to promote services and engage with potential and existing customers.
- Work with provided inbound leads and contacts to follow up with customers who have expressed interest in mortgage solutions.
- Deliver a high level of customer service, building trust and rapport with clients.
- Participate in an initial week of classroom training and ongoing coaching sessions to develop product knowledge and sales skills.
Benefits
- Commission on Closed/Funded Loans along with state/local minimum wage base hourly
- Work/Life Balance: 40 hours/week Monday – Friday
- 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
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- 401K with a generous employer match
- Free Legal Services
- Employee Loan Program
- Growth Opportunities Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We are highly respected in our industry and growing our office with long term employees who are striving for a career.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
