Mortgage Loan Officer Assistant

Burke & Herbert Bank & Trust • Alexandria, VA

1d • 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed