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Loans Assistant Jobs (NOW HIRING)

Loan Assistant

Charlotte, NC ยท On-site

$36K - $45K/yr

Loan Assistant II The SouthState story is one of steady growth, deep community roots, and an ... Review closed and funded loans for document completion, ensure that loans are booked in a timely ...

Loan Assistant

Fillmore, UT ยท On-site

$35K - $44K/yr

Loan Assistant Are you organized, detail-oriented, and passionate about helping people? Join State ... Prepare loans for boarding and processing. * Process loan payments, advances, fees, and related ...

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Loans Assistant information

What does a loans assistant do?

A Loans Assistant supports the loan application process at financial institutions like banks or credit unions. Their responsibilities typically include assisting customers with loan paperwork, verifying financial documents, inputting data into loan systems, and responding to customer inquiries. They work closely with loan officers to ensure applications are complete and processed efficiently. Loans Assistants also help maintain accurate records and may perform basic administrative tasks related to lending operations.

What are the key skills and qualifications needed to thrive as a loans assistant, and why are they important?

To thrive as a Loans Assistant, you need strong attention to detail, basic financial acumen, and at least a high school diploma or equivalent, with some employers preferring relevant experience or coursework. Familiarity with loan processing software, CRM systems, and Microsoft Office Suite is commonly required. Excellent organizational skills, customer service orientation, and effective communication are crucial soft skills in this role. These competencies enable accurate loan processing, regulatory compliance, and positive client interactions, all of which are vital for a successful lending operation.

How does a loans assistant typically collaborate with loan officers and other departments throughout the loan process?

As a Loans Assistant, you will work closely with loan officers, underwriters, and customer service teams to ensure loan applications are processed smoothly and efficiently. Your daily tasks may involve gathering and verifying applicant documentation, updating loan files, and communicating with both clients and internal stakeholders to clarify requirements or resolve issues. Collaboration is key, as you often serve as a liaison between clients and loan officers, helping to facilitate timely approvals and accurate record-keeping. This teamwork-oriented environment can help you develop strong communication and organizational skills while providing insight into the broader lending process.

What is the difference between Loans Assistant vs Loan Officer?

AspectLoans AssistantLoan Officer
CredentialsHigh school diploma or equivalent; some roles may require banking certificationsHigher education often required; certifications like NMLS may be preferred
Work EnvironmentBank branches, loan processing centersClient meetings, bank branches, remote work
Employer & IndustryBanks, credit unions, mortgage companiesFinancial institutions, mortgage lenders, banks
Primary ResponsibilitiesAssist in processing loan applications, gather documents, support loan officersEvaluate loan applications, approve or deny loans, advise clients

While both roles support the loan process, a Loans Assistant primarily handles administrative tasks and supports loan officers, whereas a Loan Officer actively evaluates and approves loan applications, often engaging directly with clients.

Is loan processing a stressful job?

Loan processing is a detail-oriented role that can involve managing tight deadlines and verifying extensive documentation, which may contribute to stress levels. The job requires strong organizational skills and attention to accuracy, but stress varies depending on workload and workplace environment.

What cities are hiring for Loans Assistant jobs?

Cities with the most Loans Assistant job openings:

What are the most commonly searched types of Loans jobs?

The most popular types of Loans jobs are:

What states have the most Loans Assistant jobs?

States with the most job openings for Loans Assistant jobs include:

What are popular job titles related to Loans Assistant jobs?

For Loans Assistant jobs, the most frequently searched job titles are:

Infographic showing various Loans Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Loan Consultant/Officer

Vancouver, WA โ€ข On-site

Evergreen Home Loans NMLS 3182
501 - 1,000 employees

Full-time

Dental, Vision, Life, Retirement

Re-posted 9 days ago


Job description

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journalโ€™s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Workโ„ข and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Check out our rating at:ย  Working at Evergreen Home Loans | Great Place To Workยฎ

Wow happens every day at Evergreen.ย  Our vision is centered on changing the world one relationship at a time. ย 

Learn more about us on our website here.

Discover whatโ€™s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. ย In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. ย You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers.

Essential Duties and Responsibilities:

  • Customarily and regularly work away from Evergreensโ€™ place of business (or the Loan Officerโ€™s home office or other regular place of business) selling Evergreenโ€™s loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business.
  • Perform sales activities including, but not limited to:
    • Phone calls, emails and social media posts to maintain existing relationships as well as create new business partners.
    • Provide ongoing marketing and support of existing Partners.
    • Sourcing of prospective new clients.
    • Be available to clients and coworkers throughout the day and on weekends if needed.
    • Interview customers and take loan applications and pre-qualify borrowers over the phone or in person.
    • Discuss loan program products with borrowers and provide loan comparisons or other borrower education information.
    • Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff.
    • Create new marketing materials and distribute to partners and clients.
    • Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business.
    • Read industry publications/blogs/newsletters/web stories about current industry news.
  • Support other Loan Consultants/ Officers as needed.
  • Other duties as assigned.

Performance Expectations:ย 

  • Perform all actions in accordance with the Mission, Vision, and convictions of EHL.
  • Expected to meet production standards outlined in the Loan Origination Production Standards.ย 
  • Provide a โ€œWOWโ€ experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
  • Seek Feedback:ย  Host regular and timely communication with associates and Manager.
  • Be willing to assume additional responsibilities/duties/projects as they arise.
  • Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
  • Knowledgeable regarding mortgage processes, able to answer borrowerโ€™s questions and take applications.
  • Effectively uses LOS, contact management software and Microsoft Office products.
  • Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
  • Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers.
  • Perform all actions in accordance with policies and procedures of the company.

    Quality Manufacturing:

    • Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
    • Exceptions, problems, changes and questions are reported immediately.ย  You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed.ย  Your manager will also notify you if commitments made to you cannot be achieved.
    • Your manager can assume the work is being performed as agreed unless otherwise notified.
    • Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
    • Failure to notify of exceptions or missed due dates โ€“ in other words silence โ€“ is not acceptable.
    • You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
    • Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.

    Specific Skills/ Knowledge/ Abilities Required for Position:

    • High School Diploma or equivalent
    • Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
    • Exercise good judgment and strong character, motivated, hard working.
    • Ability to work well with fellow associates, clients and vendors.
    • Good communication skills.ย  Neat, clean, healthy work habits.

      Physical Requirements:

      • Ability to work in a fast-paced, occasionally noisy environment.ย 
      • May be required to drive for business purposes and if so, must hold a driverโ€™s license in good standing and maintain personal auto insurance in compliance with EHLโ€™s Auto Insurance policy.
      • Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.ย 
      • Requires all forms of dexterity and mobility throughout the shift.ย 
      • Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl.
      • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.ย 

      Benefits and Perks:

      Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.ย  Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreenโ€™s 401(k) plan. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

      ย Compensation:

      This is a commission only position.ย Associate may be eligible for bonuses or other variable earnings as determined upon hire.

      Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

      ย Equal Housing Lender

      ยฉ2026 Evergreen Moneysource Mortgage Companyยฎ dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. Trade/service marks are the property of Evergreen Home Loans. All rights reserved. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837;NJ Licensed by the N.J. Department of Banking and Insurance. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org.