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Mortgage Assistant Jobs in Santa Rosa, CA (NOW HIRING)

Columbia Banking System, Inc.

Branch Manager

Napa, CA · On-site

$65K - $93K/yr

This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer ...

SAIGroup

Mortgage Loan Officer SME

Bodega Bay, CA · Remote

JazzX is building AI products that automate and assist U.S. residential mortgage origination and fulfillment. Our product and engineering teams bring deep AI and software expertise, but they do not ...

Columbia Banking System, Inc.

Branch Manager

Napa, CA · On-site

$65K - $93K/yr

This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer ...

US Bank

Mortgage Loan Originator

Napa, CA · On-site

$20/hr

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.

U.S. Bank

Mortgage Loan Originator

Napa, CA · On-site

$20/hr

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.

US Bank

Mortgage Loan Originator

Santa Rosa, CA

$20/hr

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.

American AgCredit

Agribusiness Loan Processor

Santa Rosa, CA · On-site

$43K - $60K/yr

Utilize data to manage workload and monitor accuracy of information. * Assist as appropriate with mortgage lien certifications, covenant monitoring, paid off loans and other processes. * Perform ...

American AgCredit

Agribusiness Loan Processor

Santa Rosa, CA · On-site

$43K - $60K/yr

Utilize data to manage workload and monitor accuracy of information. * Assist as appropriate with mortgage lien certifications, covenant monitoring, paid off loans and other processes. * Perform ...

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All JobsMortgage JobsMortgage Assistant JobsMortgage Assistant Jobs in Santa Rosa, CA

Mortgage Assistant information

See Santa Rosa, CA salary details

$31.2K

$41.5K

$51.4K

How much do mortgage assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for mortgage assistant in Santa Rosa, CA is $41,494.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $43,700.00 per year, depending on experience, location, and employer.

What is a mortgage assistant?

A Mortgage Assistant is a professional who supports mortgage loan officers and brokers by handling administrative tasks throughout the loan process. Their responsibilities often include gathering client documentation, verifying information, managing files, scheduling appointments, and communicating with clients or lenders. By assisting with these tasks, Mortgage Assistants help ensure that mortgage applications are processed efficiently and accurately, allowing loan officers to focus on client relations and closing deals. They play a critical role in streamlining the mortgage approval process and maintaining compliance with regulations.

What does a mortgage assistant do?

As a mortgage assistant, your primary responsibilities are to review loan applications and prepare letters of credit for clients. You are an assistant loan officer, so work with your supervising loan officer and serve as administrative support. Your job duties include providing customer service over the phone and in person, fielding questions and complaints from customers, using computer programs to track loan processing and billing, and organizing documents. The qualifications to start your career as a mortgage assistant are a high school diploma or GED certificate and customer service experience. However, an associate degree in office administration or finance can help give you an edge in your job search.

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

To thrive as a Mortgage Assistant, you need a solid understanding of mortgage processes, attention to detail, and basic financial knowledge, often supported by a high school diploma or relevant experience. Familiarity with loan origination systems (LOS), document management software, and customer relationship management (CRM) tools is typical. Strong organizational skills, clear communication, and the ability to multitask efficiently are essential soft skills in this role. These abilities ensure accurate loan processing, effective client interactions, and smooth workflow within a fast-paced mortgage environment.

What are some of the most common challenges mortgage assistants face in supporting loan officers and how can they prepare for them?

Mortgage Assistants often face challenges such as managing tight deadlines, ensuring the accuracy of documentation, and coordinating effectively with multiple stakeholders like loan officers, underwriters, and clients. Staying organized, developing strong communication skills, and becoming proficient in mortgage software systems can help address these challenges. By proactively anticipating the needs of loan officers and maintaining attention to detail, Mortgage Assistants can play a key role in keeping the loan process on track and ensuring a smooth experience for all parties involved.

What is the difference between Mortgage Assistant vs Loan Processor?

AspectMortgage AssistantLoan Processor
CredentialsHigh school diploma or equivalent; some roles may prefer certificationsHigh school diploma; certifications like NMLS may be preferred
Work EnvironmentOffice setting, supporting mortgage teamOffice environment, handling loan documentation
Employer & IndustryBanks, mortgage companies, credit unionsBanks, mortgage lenders, financial institutions
Primary ResponsibilitiesAssisting with administrative tasks, scheduling, document prepReviewing loan documents, verifying information, processing applications

Mortgage Assistants support mortgage teams with administrative duties, while Loan Processors handle detailed loan documentation and verification. Both roles are essential in the mortgage industry, often working closely but with distinct responsibilities.

Is mortgage processing a stressful job?

Mortgage processing can be stressful due to tight deadlines, high accuracy requirements, and the need to coordinate with multiple parties. The role often involves managing large volumes of documentation and ensuring compliance, which can contribute to workplace pressure.
More about Mortgage Assistant jobs

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

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

What are popular job titles related to Mortgage Assistant jobs in Santa Rosa, CA?

For Mortgage Assistant jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Mortgage Assistant jobs in Santa Rosa, CA look for?

The top searched job categories for Mortgage Assistant jobs in Santa Rosa, CA are:

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

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

Mortgage Assistant jobs near you
Infographic showing various Mortgage Assistant job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $41,494 per year, or $19.9 per hour.

Assistant Branch Manager

Columbia Banking System, Inc.

Novato, CA • On-site

$26 - $34/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

About the Role:
  • Ensures the branch meets or exceeds operations standards at all times. Responsible for satisfactory audits.
  • Monitor sales and service goals and coach other team members to deepen customer relationships using Client and Business Financial Review.
  • Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
  • Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information.
  • Manage, lead, train, and coach Tellers. May also oversee personal bankers in collaboration with Branch Manager.
  • Process and oversee technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.

About You:
  • High School Diploma or GED, required.
  • Associate's or Bachelor's, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.
  • 3 years of retail banking experience required.
  • 2 years of management or supervisory experience preferred.
  • 2 years of consumer and small business lending origination experience preferred.
  • Customer service background in retail or banking.
  • Demonstrated ability to grow sales by developing long-lasting, knowledge-based relationships with clients and offering customized solutions.
  • Demonstrated leadership skills such as handling difficult customer and associate conversations in a professional, transparent, and courteous manner.
  • Strong attention to detail and the ability to multi-task effectively.
  • Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.
  • Effective training and mentoring skills.
  • This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
  • This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

Be a part of a bank that invests in you!
  • Competitive Incentive Plan: Earn rewards that match your efforts.
  • Professional Development: Grow your skills with our tailored premier banker programs.
  • Career Growth: Clear paths to achieve your professional goals.

The pay range for this role is $26 - $34.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
999 Grant Avenue 1st Floor Novato CA 94945
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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