Mortgage Loan Officer Assistant

Burke & Herbert Bank & TrustAlexandria, VA
Onsite

About The Position

Performs various tasks to advance the sales and service to our mortgage customers and referral partners.

Requirements

  • Strong organizational and time management abilities
  • Excellent communication and customer service skills
  • Ability to prioritize tasks in a deadline-driven environment
  • Proficiency in Microsoft Office or similar tools
  • Highly organized and detail-oriented
  • Great communicators who enjoy working with people
  • Comfortable managing multiple loan files simultaneously
  • Proactive problem solving
  • Team player who take pride in helping others succeed
  • Requires one year of experience working in mortgage banking

Nice To Haves

  • 3+ years of experience in mortgage lending, banking, or financial services preferred
  • Knowledge of mortgage products and loan documentation preferred
  • Familiarity with mortgage technology platforms and Loan Origination Systems preferred

Responsibilities

  • Assist the Loan Officer in managing loan files from application through closing.
  • Collect, review, and organize borrower documentation such as income, asset, and credit information.
  • Prepare loan files for submission to processing and underwriting.
  • Track loan progress and ensure milestones are met for timely closings.
  • Serve as a key point of contact for borrowers throughout the loan process.
  • Provide proactive updates to clients and real estate partners.
  • Help answer borrower questions and guide them through next steps.
  • Ensure a smooth and professional experience from application to closing.
  • Work closely with processors, underwriters, and closing staff.
  • Assist in clearing underwriting conditions and gathering additional documentation.
  • Maintain accurate records in the Loan Origination System.
  • Help maintain relationships with real estate agents and referral partners.
  • Assist with follow-up communication and client touchpoints.
  • Support marketing initiatives, open houses, and community events when needed.
  • Other duties as assigned
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