ZipRecruiter

Log In

1

Loan Operations Assistant Jobs in Santa Rosa, CA

SAIGroup

Mortgage Loan Officer SME

Bodega Bay, CA · Remote

... operations. You will own how loan officer workflows, incentives, and borrower interactions are ... JazzX is building AI products that automate and assist U.S. residential mortgage origination and ...

American AgCredit

Agribusiness Loan Processor

Santa Rosa, CA · On-site

$43K - $60K/yr

The Corporate Operations Specialist is responsible for processing and servicing a wide variety of ... Direct deal team to obtain necessary information and assist with same as appropriate. * Determine ...

American AgCredit

Capital Markets Loan Processor

Santa Rosa, CA · On-site +1

$20.50 - $27.25/hr

The Corporate Operations Specialist is responsible for processing and servicing a wide variety of ... Direct deal team to obtain necessary information and assist with same as appropriate. * Determine ...

American AgCredit

Capital Markets Loan Processor

Santa Rosa, CA · On-site

$20.50 - $27.25/hr

The Corporate Operations Specialist is responsible for processing and servicing a wide variety of ... Direct deal team to obtain necessary information and assist with same as appropriate. * Determine ...

next page

Showing results 1-20

All JobsLoan Operations JobsLoan Operations Assistant JobsLoan Operations Assistant Jobs in Santa Rosa, CA

Loan Operations Assistant information

See Santa Rosa, CA salary details

$12

$21

$33

How much do loan operations assistant jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for loan operations assistant in Santa Rosa, CA is $21.67, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $24.42 per hour, depending on experience, location, and employer.

What is a loan operations assistant?

Loan Operations Assistants are professionals who support the daily administrative and operational tasks related to processing loans at financial institutions. Their responsibilities often include preparing loan documents, verifying customer information, maintaining records, and ensuring compliance with regulatory requirements. They work closely with loan officers, customers, and other departments to facilitate smooth loan processing. Attention to detail, organizational skills, and knowledge of banking procedures are essential for this role.

What skills and qualifications are needed to be a loan operations assistant?

To thrive as a Loan Operations Assistant, you need strong attention to detail, knowledge of loan processing procedures, and a background in finance or banking, often supported by a relevant associate’s degree. Familiarity with loan origination software, document management systems, and banking compliance tools is typically required. Excellent organizational skills, clear communication, and the ability to handle confidential information with discretion are essential soft skills for this role. These skills ensure accurate loan processing, regulatory compliance, and efficient support to both clients and lending teams.

What challenges does a loan operations assistant face, and how can they be addressed?

Loan Operations Assistants often face challenges such as managing high volumes of loan documentation, ensuring accuracy under tight deadlines, and navigating evolving regulatory requirements. Staying organized and detail-oriented is key, as even minor errors can delay funding or compliance. Building strong communication with loan officers, underwriters, and clients helps to streamline processes and resolve issues quickly. Many organizations also offer training and mentorship to help assistants stay current with industry standards and improve efficiency.

What is the difference between Loan Operations Assistant vs Loan Processor?

AspectLoan Operations AssistantLoan Processor
CredentialsBasic financial knowledge, sometimes certifications like loan processing or banking coursesSimilar credentials, often with additional certifications or experience in loan documentation
Work EnvironmentSupportive office setting within banks or lending companiesOffice environment focused on reviewing and verifying loan applications
Employer & Industry UsageCommonly employed in banking, mortgage, and lending institutionsPrimarily in mortgage and loan companies, handling application processing
Search & Comparison IntentUnderstanding support roles in loan processingDetails on loan application review and approval process

The main difference between a Loan Operations Assistant and a Loan Processor lies in their responsibilities. The Loan Operations Assistant provides administrative and support functions within the loan process, while the Loan Processor actively reviews and verifies loan applications to facilitate approval. Both roles require similar credentials and are found in banking and lending environments, but their focus areas differ slightly.

What are the most commonly searched types of Loan Operations jobs in Santa Rosa, CA?

The most popular types of Loan Operations jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Loan Operations Assistant jobs?

Cities near Santa Rosa, CA with the most Loan Operations Assistant job openings:

Loan Operations Assistant jobs near you
Infographic showing various Loan Operations Assistant job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $45,069 per year, or $21.7 per hour.

Branch Team Captain - Loan Officer Assistant

Santa Rosa, CA • On-site

Security National Financial Corporation
Finance and Insurance • 1 - 5K employees
Learn more about Security National Financial Corporationexternal

$41K - $55K/yr

Full-time

Re-posted 9 days ago

Job description

Job Type
Full-time
Description
Compensation: Salary + Performance-Based Bonus (commensurate with experience)
About the Role
We are seeking a dynamic, detail-oriented, and customer-focused Branch Team Captain to support a top-producing mortgage loan officer and help drive branch performance. This pivotal role blends operations, customer service, marketing coordination, and loan officer assistance. The ideal candidate thrives in a fast-paced, deadline-driven environment and has a passion for delivering outstanding service while keeping a team organized and accountable.
Key Responsibilities
  • Serve as the right-hand partner to the branch's lead loan officer, ensuring daily operations run smoothly and efficiently
  • Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified
  • Fix problems in the process-whether operational, transactional, or related to borrower communication-proactively and resourcefully
  • Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones
  • Act as the main point of contact for clients, agents, and internal team members-ensuring all communication is timely, clear, and empathetic
  • Assist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrity
  • Help submit and reconcile various business expenses and branch-related reimbursements
  • Support team morale and accountability, keeping operations moving forward even when the loan officer is unavailable
  • Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation
  • Take full ownership of assigned projects and responsibilities, ensuring no loose ends and consistent follow-through
Ideal Candidate Profile
  • Recent mortgage industry experience preferred, but not required
  • Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valued
  • Familiarity with DU, LP, and mortgage pre-approval processes preferred
  • Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines
  • Strong interpersonal and written communication skills-empathetic, articulate, and confident
  • Proficient with Salesforce or similar CRM platforms
  • Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools
  • Smart, dependable, and solutions-oriented-someone who takes ownership and sees tasks through to completion without being micromanaged
  • A natural team leader-calm under pressure, resourceful, and adaptable

Requirements
Compensation & Perks
  • Competitive base salary
  • Performance-based bonuses for exceeding goals and driving results
  • Opportunity to grow into a licensed mortgage originator role or expanded leadership position
  • High-energy, supportive team culture
  • Direct mentorship from a 20-year veteran in the mortgage industry
  • Opportunities for long-term career development within a high-producing branch

Apply