Loan Officer Assistant

United Trust Bank LLC • Perkasie, PA

4h • $20 - $25 • Onsite

About The Position

Join a high-performing team with a growth-driven mindset and collaborative spirit!

Requirements

• Proven experience with minimum of 2 years as a Loan Officer Assistant or in a similar mortgage operations role - must have
• Strong understanding of both agency and government guidelines, NonQM experience is a plus
• Tech-savvy with CRM systems (e.g., Jungo, Follow up Boss) and social media platforms
• Highly organized, detail-oriented, and a proactive communicator
• A team-first attitude, growth mindset, and a desire to work in a performance-driven partnership
• Comfortable with an incentive-based structure and flexible workflow
• Ability to commute to upper bucks county 5 days a week

Nice To Haves

• Strong understanding of both agency and government guidelines, NonQM experience is a plus

Responsibilities

• Manage refinance transactions from start to finish
• Analyze borrower scenarios and apply lending guidelines
• Conduct full pre-approval reviews and prepare submission-ready files
• Review underwriting approvals, communicate stips with clients clearly and effectively
• Manage follow-ups on all outstanding documents
• Coordinate with title companies, processors, insurance agents, and other partners to ensure smooth closings
• Assist in outreach efforts, drip campaigns, and book of business prospecting
• Oversee social media scheduling and content execution
• Help plan and manage marketing events and local campaigns
• Maintain and organize our database and CRM system for pipeline visibility

Benefits

• Medical
• Dental
• Vision
• Life
• long and short-term disability insurance
• 401k Match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed