Assistant Jungo Jobs (NOW HIRING)

Loan Officer Assistant - In Office Position
About the Role
We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You'll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.
Key Responsibilities
• Loan Intake & Applications
• Gather complete borrower information and take thorough applications.
• Collect and review initial documentation to ensure clean files for processing.
• Run DU/LP findings, identify and correct errors, and escalate red flags quickly.
• Client Communication & Experience
• Serve as a trusted point of contact for clients, keeping them updated on loan milestones.
• Request and track missing documents promptly to avoid delays.
• Reinforce our team's reputation by delivering clear, proactive, and empathetic communication.
• Partner Support & CRM Management
• Log all client and partner communications in CRM (Jungo/Salesforce).
• Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.
• Support realtor partners by delivering quick updates, ensuring a "refer with confidence" experience.
• Pipeline & Compliance Execution
• Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.
• Price loans and quote fees/interest rates accurately.
• Ensure all files are compliant with state, federal, and company requirements.
Qualifications (What We're Looking For)
• Previous LOA and mortgage experience Required
• Strong attention to detail, organizational skills, and written communication.
• Comfort using CRM systems to manage tasks, notes, and workflows.
• Excellent interpersonal skills: able to build trust with clients and referral partners.
• A growth mindset with the ability to work in a goal-oriented, team-based environment.