Mortgage Loan Assistant

CNB BANK, INC.•Hagerstown, MD

5h•Onsite

About The Position

The Loan Assistant supports the Loan Officer and borrower throughout the front-end mortgage process, primarily from pre-application through early processing, with continued coordination through underwriting and closing. This role increases Loan Officer capacity, responsiveness, and sales effectiveness by managing administrative functions, ensuring file accuracy, and maintaining consistent communication with borrowers and internal partners. The Loan Assistant must have a strong understanding of the loan process to anticipate needs, review documentation for completeness, and help prevent delays.

Requirements

High school diploma or equivalent
Strong understanding of residential mortgage loan processes
Experience with Loan Origination Systems (LOS) and CRM platforms
High attention to detail and organizational skills
Strong written and verbal communication skills
Ability to manage multiple files simultaneously

Nice To Haves

Knowledge of construction lending processes

Responsibilities

Assist with pre-qualification data collection and preparation of pre-qualification letters (as needed)
Collect outstanding documentation, including: Homeowner’s insurance, Full bank statements (all pages), Application-related supporting documents
Follow up with borrowers on routine documentation requests
Keep the Loan Origination System (LOS) updated and accurate
Prepare loan summaries for Loan Officer review
Set up and maintain loan files on shared drives and Mortgage Bot
Submit files to Processing and Underwriting once signed applications and preliminary documentation are received
Maintain CRM accuracy and loan tracking systems
Track loan status and maintain updated pipeline reports
Monitor documentation timelines to prevent delays
Send reviewed appraisals to borrowers
Provide status updates to borrowers, realtors, and Loan Officers
Coordinate scheduling and logistical details throughout the loan process
Track loan status and update pipeline/CRM systems
Manage rate locks, disclosures, and file organization
Support underwriting and closing coordination
Monitor project timelines (for construction loans)
Process construction draws and change orders (for construction loans)
Prepare approved extensions or modifications (for construction loans)
Provide project updates to Loan Officers (for construction loans)