Residential Loan Office Assistant (Hybrid)

FocusOne•Houston, TX

4d•Hybrid

About The Position

FocusOne Mortgage is growing, and we're looking for an experienced Loan Officer Assistant to join our team in Northwest Houston. This hybrid position offers the opportunity to work alongside a high-performing mortgage team while helping borrowers navigate the home financing process. In this role, you will support Loan Officers by managing lead intake, engaging with prospective borrowers, assisting with loan setup, and helping move files efficiently through the origination process. If you thrive in a fast-paced environment, enjoy building relationships, and take pride in delivering exceptional service, we'd love to hear from you.

Requirements

Minimum 2 years of mortgage industry experience preferred.
Experience as a Loan Officer Assistant, Loan Partner, Junior Processor, Loan Setup Specialist, Mortgage Processor, Escrow Officer, Title professional, or Mortgage Call Center Specialist is highly valued.
High School Diploma or GED required.
Experience with Encompass Loan Origination System preferred.
Strong working knowledge of Microsoft Office, including Outlook, Excel, and Word.
Comfortable making outbound calls and engaging with prospective borrowers.
Excellent organizational skills with strong attention to detail.
Ability to manage multiple files, leads, and deadlines simultaneously.
Professional verbal and written communication skills.
Self-motivated with the ability to work independently and as part of a team.

Nice To Haves

Spanish/English bilingual skills preferred.

Responsibilities

Contact inbound mortgage leads from our credit union partners through phone calls, emails, and text messages to establish initial contact and assess borrower needs.
Conduct preliminary borrower conversations to gather information, determine eligibility, and identify financing objectives before introducing members to a Loan Officer.
Manage a high volume of inbound lead opportunities while maintaining timely follow-up and detailed communication records.
Assist with loan setup, application review, and collection of borrower documentation.
Communicate with borrowers, Realtors, title companies, insurance agents, and internal team members regarding loan status and outstanding items.
Review files for completeness and accuracy before submission to the loan officer.
Track loan milestones and proactively follow up on conditions and required documentation.
Maintain accurate loan information and notes within the Loan Origination System.
Assist with disclosures, pre-qualification activities, and pipeline management.
Help ensure loans move efficiently from application through closing.
Deliver outstanding customer service while maintaining compliance with company policies and mortgage lending regulations.