Mortgage Loan Originator Assistant
About The Position
This role is based in our Tampa, Florida office. Position Summary The Mortgage Loan Originator Assistant serves as the strategic right hand to a high-producing Loan Originator, ensuring the seamless execution of the lending process from initial inquiry through closing. This role plays a critical part in maintaining pipeline momentum, protecting compliance integrity, and enhancing the client experience. The ideal candidate operates with urgency, attention to detail, and a strong understanding of Agency (Fannie Mae & Freddie Mac) guidelines to proactively identify documentation or eligibility concerns before underwriting submission. This is a production-support role directly tied to efficiency, quality, and volume growth.
Requirements
- Prior mortgage industry experience preferred
- Working knowledge of Agency (Fannie Mae & Freddie Mac) guidelines required
- Familiarity with DU/LP findings and basic income documentation standards
- Strong understanding of mortgage terminology and loan process
- Exceptional customer service and communication skills
- Proficiency in Microsoft Office (Excel, Outlook, Word)
- Ability to manage multiple priorities in a fast-paced environment
- Strong organizational and time management skills
- High level of professionalism and attention to detail
- Strong written communication and basic math skills
- Self-motivated and able to work independently or within a team
- High School Diploma or equivalent required
Responsibilities
- Ensure loan files move efficiently from application to closing
- Monitor key milestones including lock expiration, contingency dates, and outstanding conditions
- Gather, review, and organize borrower documentation
- Review loan applications for completeness and alignment with Agency guidelines prior to submission
- Identify potential income, asset, or credit issues early and escalate appropriately
- Maintain detailed and accurate notes within the Loan Origination System (LOS)
- Coordinate with Processing and Operations to prevent delays
- Serve as a primary point of contact for borrowers throughout the loan process
- Meet with applicants to collect required information and explain loan steps
- Schedule client appointments and follow up on outstanding documentation
- Provide proactive weekly status updates to borrowers
- Communicate professionally with Realtors, Title companies, and referral partners
- Support the MLO in maintaining and expanding referral relationships
- Assist with marketing initiatives including social media, database outreach, and open house support
- Help coordinate client events and brand-building activities
- Identify opportunities to enhance client retention and repeat business
- Review loan documentation to ensure alignment with: Fannie Mae and Freddie Mac guidelines AUS findings (DU/LP) Company overlays
- Assist in obtaining and reviewing credit reports
- Ensure files are submission-ready prior to underwriting
- Escalate potential compliance or eligibility concerns promptly
- Maintain professionalism and regulatory awareness throughout the loan cycle
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
