Loan Officer Assistant

Panorama Mortgage Group LLC•Norcross, MN

About The Position

The Loan Officer Assistant serves as a liaison between the Loan Officer, borrowers, and operations departments to help ensure clear communication and a smooth closing transaction. The role supports the Loan Officer and Processor by collecting and organizing loan documentation, tracking conditions, and communicating status updates. It also includes managing client and referral partner databases and performing basic office functions. The position must comply with the policies and procedures in the Company Handbook and may involve other duties as assigned. The preferred background is a high school diploma or equivalent and at least two years of experience in mortgage lending or a related field. The role requires strong organization, attention to detail, urgency, responsiveness, customer-service skills, professionalism, and proficiency with data entry, PDF software, Microsoft Word, and Excel. Fluency in English is required; fluency in a second language is desirable. Compensation will be competitive and commensurate with the applicant’s background and experience.

Requirements

High school diploma or equivalent preferred.
At least two years of experience in mortgage lending or a related field.
Ability to manage multiple priorities; strong attention to detail and organizational skills.
Strong sense of urgency and responsiveness.
Commitment to excellent customer service.
Patience and professionalism when interacting with internal and external customers.
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel.
Strong verbal and written communication skills.
Basic math skills.
Ethical conduct and commitment to company values.
Fluency in English, including written and spoken communication.

Nice To Haves

Fluency in a second language.

Responsibilities

Assist the Loan Officer as needed, excluding licensed activities.
Collect missing documentation from borrowers to complete loan files.
Work with the Processor to collect documentation needed to clear Loan Officer conditions.
Update the Loan Officer on the status of conditions and copy the Loan Officer on correspondence and documentation requests.
Order verification of employment (VOE).
Stack files for processing.
Manage client and referral partner databases.
Perform basic office functions, including answering phone calls, scheduling meetings, and making copies.
Comply with the policies and procedures outlined in the Company Handbook.
Perform other duties as assigned.