Loan Officer Assistanrt

Mortgage Trust•Portland, OR

10d•Onsite

About The Position

Mortgage Trust is seeking a Loan Officer Assistant to join their local and nimble Portland mortgage brokerage. The company's mission is to improve the financial lives of its clients, business partners, and teammates by empowering them to pursue their goals and dreams. Mortgage Trust emphasizes a relationship-focused approach, growth-orientation, a collaborative culture, a commitment to excellence, and generosity. This role supports loan originators and processors from application through post-close, allowing loan officers to focus on client and partner relationships. The assistant handles administrative and processing duties, including LOS entry, document management, order outs, condition collection, pipeline milestone tracking, and borrower/partner communication. The position also involves post-closing relationship management, such as check-ins, gifting, and managing a birthday card program.

Requirements

2-3 years mortgage industry experience (loan officer's assistant, title company, or processor experience preferred)
Process-driven and able to manage a pipeline of tasks delegated by the team
Honest and transparent, respectful of confidentiality
Curious and committed to continuous learning
Collaborative – shares context, loops people in, and does not operate in a silo
Able to independently advance loan files through proactive communication with borrowers, third parties, and team members
Comfortable navigating multiple lender portals and tools

Nice To Haves

Experience in the mortgage industry is preferred

Responsibilities

Complete and verify loan applications in LOS (Encompass)
Organize, classify and maintain digital file storage throughout the origination process as tasks are completed (OneDrive / Encompass)
Manage required compliance forms – credit authorization and MTI Fraud form
Complete administrative orders and requests – property profiles, appraisals, electronic verifications (VOE, SSN, 4506-T, flood, insurance), outbound verification calls (employers, servicers, landlords), disclosure and compliance packets (Patriot Act, initial disclosures), credit rescores, and e-sign packet preparation and sending
Coordinate with processor for lender UW
Collect outstanding conditions from borrowers and third parties
Follow up on outstanding items across all pipeline milestones (initial disclosures, CDs, docs out, signing appts, cash to close, funding)
Communicate with borrowers to obtain missing documentation
Send in-process milestone communications using LO templates
Provide in-process updates to realtors as needed
Manage birthday card program
Coordinate closing and thank-you gifts
Send post-closing check-in communications (7-day, 30-day)

Benefits

Base salary of $60-85k, depending on experience
Sick Leave (40 hours per year, with rollover)
Open Paid Time Off (OPTO)
At least 10 paid holidays
Health insurance (Medical and vision through Regence Blue Cross Blue Shield, Dental through Moda)
Company pays ~50% of employee premium for base medical+vision plan
Company pays 100% of employee premium for dental
Two Flexible Spending Accounts (FSA) for out-of-pocket medical expenses and dependent care costs
Optional long-term disability and life+AD&D insurances
401(k) retirement plan with traditional and Roth contribution options