Loan Officer Assistant

Ruoff MortgageFort Wayne, IN
Onsite

About The Position

The Loan Officer Assistant (LOA) plays a critical support role within the mortgage lending process by partnering with Senior Loan Officers to ensure a seamless experience for clients. This position is responsible for managing administrative tasks, maintaining communication with borrowers and internal teams, and contributing to the successful progression of mortgage applications from initiation to closing.

Requirements

  • Must meet qualifications and standards for Loan Officer Licensure under the SAFE Act
  • Strong verbal and written communication skills to interact effectively with internal teams
  • Highly organized with the ability to manage multiple tasks and deadlines efficiently
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook) and familiar with loan origination software
  • Able to make sound decisions, resolve issues, and adapt to a fast-paced environment
  • Self-motivated with a positive attitude and strong drive to meet goals
  • Willing to adapt to varying workloads and schedules as needed
  • High School Diploma or equivalent required
  • Minimum of 2 years’ experience in the mortgage industry
  • Must maintain current knowledge of licensing, registration, and training obligations under the SAFE Act and other relevant regulations

Nice To Haves

  • Some college coursework preferred
  • Exposure to FHA, VA, and USDA loan products preferred
  • Familiarity with creating marketing materials and advertising campaigns is a plus

Responsibilities

  • Understand loan documents, the mortgage process, and loan origination systems to efficiently manage loan applications, including copying, scanning, and uploading documentation.
  • Assist Senior Loan Officers in gathering necessary borrower documentation to facilitate timely pre-qualification and loan processing.
  • Track and follow up on outstanding borrower items to ensure timely completion of requirements.
  • Collaborate with processors and closers to streamline workflows and ensure effective progression from borrower contact to loan closing.
  • Maintain open and effective communication with internal staff regarding loan status updates.
  • Assist in creating and distributing marketing materials, such as rate sheets and promotional content, to support Senior Loan Officers’ outreach efforts.
  • Maintain organized and accurate mortgage filing systems.
  • Perform general clerical tasks, such as managing correspondence, scheduling, and document preparation.
  • Obtain and maintain NMLS Certification.
  • Ensure all actions comply with company policies, industry regulations, and applicable laws.
  • Stay informed about local real estate trends, the competitive landscape, and evolving regulations for private and government-insured mortgages.
  • Handle personal borrower information with a high level of confidentiality and security.
  • Uphold company standards and project a professional image in all interactions.

Benefits

  • Comprehensive health insurance plans, including medical, dental, and vision coverage
  • 401(k) plan with company match
  • Paid vacation, holidays, and sick leave
  • Training, education, and opportunities for career advancement
  • Confidential counseling and support services for personal or professional challenges (Employee Assistance Program (EAP))
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