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Mortgage Assistant Jobs (NOW HIRING)

SoFi Mortgage is seeking a proactive and detail-oriented Production Assistant to provide essential support to our loan officers in managing the loan origination process. The Production Assistant will ...

General Summary (What is done and why) The Mortgage Lending Assistant (MLA) position supports top producing Mortgage Advisers (MA). The MLA works closely with the Mortgage Advisor(s) on prospective ...

Job Title At DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit ... What You'll Do Our Processing Assistants provide administrative and processing assistance to ...

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Mortgage Assistant information

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$28.5K

$38K

$47K

How much do mortgage assistant jobs pay per year?

As of Jul 15, 2026, the average yearly pay for mortgage assistant in the United States is $37,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $40,000.00 per year, depending on experience, location, and employer.

How to become a mortgage assistant?

To become a mortgage assistant, candidates typically need a high school diploma or equivalent, along with strong organizational and communication skills. Some employers prefer candidates with experience in banking, finance, or customer service, and familiarity with mortgage processing software can be beneficial. Certification is not usually required but can enhance job prospects.

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 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 do mortgage assistants do?

Mortgage assistants support loan officers and mortgage brokers by preparing and reviewing loan documents, gathering borrower information, and ensuring compliance with lending regulations. They often handle administrative tasks, communicate with clients, and use mortgage software to facilitate the loan process. Strong organizational skills and knowledge of mortgage procedures are essential for this role.

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.

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.

How much does a loan officer make on a $500,000 loan?

A mortgage loan officer typically earns a commission or fee based on the loan amount, often around 1% to 2%, which would be $5,000 to $10,000 on a $500,000 loan. Their income can also include base salary and bonuses, depending on the employer and experience. Skills in sales and knowledge of lending regulations are important in this role.

What is the highest paid assistant job?

The highest paid assistant jobs are often executive assistants or administrative assistants in senior management or specialized industries, with salaries reaching six figures for those with extensive experience, advanced skills, and certifications. These roles typically require strong organizational, communication, and technical skills, and may involve supporting high-level executives or managing complex projects.

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 cities are hiring for Mortgage Assistant jobs? Cities with the most Mortgage Assistant job openings:
What are the most commonly searched types of Mortgage jobs? The most popular types of Mortgage jobs are:
What states have the most Mortgage Assistant jobs? States with the most job openings for Mortgage Assistant jobs include:
Infographic showing various Mortgage Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $37,951 per year, or $18.2 per hour.
Mortgage Sales - Mortgage Banking Assistant Team Lead

Mortgage Sales - Mortgage Banking Assistant Team Lead

NBH Bank

Colorado Springs, CO • On-site

$32 - $35/hr

Full-time

Posted 6 days ago


Job description

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
As a Mortgage Banker Assistant Team Lead, you will operate in a dual role performing functions of a Mortgage Banker Assistant and supporting and leading the Mortgage Banker Assistant associates.
On a regular basis you will assist with loan documentation preparation (loan disclosures) to applicants. You will coordinate and communicate the progress, conditions, needs, and closing details to applicants, Mortgage Bankers, Processors, Underwriters, Mortgage Bankers, and external third-party entities. You will act as the escalation point of contact for the Mortgage Banker Assistant Team ensuring their success with these duties. Additionally, you will ensure all disclosures are within Federal and State Law requirements: initial disclosure, re-disclosure and change of circumstance while maintaining compliance with all lending regulations.
As a Mortgage Banker Assistant Team Lead, you will be responsible for holding weekly/monthly meetings with your team, and continually assessing and improving origination policies and procedures for accuracy and efficiency.
Additionally, the Mortgage Banker Assistant Team Lead is expected to create and maintain a team environment by leading and motivating the Mortgage Banker Assistants. You will be responsible for hiring, overseeing the training needs for existing and new Mortgage Banker Assistants, and conducting on-going coaching to improve individual and department performance. You will have authority to work with Human Resources to facilitate the progressive discipline process as needed.
You will regularly meet with Mortgage Banker Sales Managers, Mortgage Bankers, operational support staff managers and Mortgage Banker Assistants to strategize methods to close any gaps with training, tools, processes, and workflows.
You will be responsible for managing Mortgage Banker Assistant timecards, time-off requests, coverage, overflow support, pipeline management, transaction efficiency and timeliness, training course completion within due dates, and compliance to department policy.
All associates are expected to build a great rapport with fellow associates, clients and others treating them with respect and consideration regardless of their status or position.
All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Minimum Requirements: To be considered for this position, you must possess the following qualifications.
  • High school graduate or equivalent required.
  • Minimum of five (5) years of mortgage experience.
  • Possess or be able to obtain a National Mortgage Licensing System number.

Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:
  • Associate's degree or higher.
  • 5+ years of Residential Mortgage experience strongly preferred.

Skills and Abilities:Below is a general list of desired skills and abilities; this is not an exhaustive list
  • Ability to communicate effectively both verbally and in written form.
  • Ability to work well as a team player and be flexible as to current urgencies.
  • Demonstrated ability to use discretion, maintain confidentiality, tact, and diplomacy when dealing with clients and co-workers.
  • Ability to manage multiple tasks simultaneously in a fast-paced environment and assist other teams as needed.
  • Analytical, organizational, time management and problem solving ability.
  • Thorough knowledge and understanding of regulatory and compliance issues affecting all aspects of the lending process, including TRID rules.
  • Familiarity of local financial marketplace.
  • Ability to be objective and obtain all sides of every issue, make sound decisions, and display strong leadership skills.
  • Ability to read and interpret loan documents, agency, investor and regulatory agency requirements
  • Self-directed and motivated to accomplish tasks, meet objectives and committed to timelines.
  • Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
  • Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
  • Proficient in MS Office applications which include Outlook, Word, Excel, and PowerPoint.

Work Environment:
  • Office setting with traditional hours.
  • Sitting for extended periods of time (typically no longer than 8 hours).
  • Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
  • Must be able to work overtime to the extent necessary with Manager approval.
  • Must be able to travel as necessary.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.
Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.