Loan Officer Assistant

New American Funding • Walnut Creek, CA

8d • $24 - $80,000 • Hybrid

About The Position

We are seekibg for a Loan Officer Assistant to support a top-producing Loan Officer and help deliver a smooth, efficient, and client-centered mortgage experience. Mortgage experience is a plus, but not required.
This role is ideal for someone highly organized, people-focused, and detail-oriented—someone who takes pride in doing things the right way and creating a seamless experience for clients and partners. You’ll serve as the first point of contact and play a key role in setting the tone for a high-touch, “white-glove” experience.
As the LP1, you are the gatekeeper for new clients—responsible for making a strong first impression, scheduling consultations that convert, and ensuring clients feel supported from the very first interaction. Think of this role as a concierge: welcoming clients, guiding them through the early stages, and ensuring nothing falls through the cracks.

Requirements

• Mortgage or financial services experience preferred but not required
• Strong communication skills
• Professional phone presence
• Familiarity with Microsoft Office, Outlook, Calendly, and Zoom
• Tech-savvy and adaptable
• Strong organizational skills
• Self-motivated and resourceful

Responsibilities

• Responding to new leads and scheduling consultations
• Following up with clients to move them toward pre-approval
• Managing the Loan Officer’s calendar and inbox
• Coordinating with referral partners and internal team members
• Ensuring every client interaction is smooth and professional

Benefits

• Competitive salary with performance-based bonuses
• Recognized as a top mortgage company to work for
• Nationally ranked top 15 team
• Strong culture of excellence and growth
• Ongoing training and career development
• Flexible schedule and hybrid environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees