Loan Officer Assistant Job Description Sample Template
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This free Loan Officer Assistant job description sample template can help you attract an innovative and experienced Loan Officer Assistant to your company. We make the hiring process one step easier by giving you a template to simply post to our site. Make sure to add requirements, benefits, and perks specific to the role and your company.
Loan Officer Assistant Job Summary
Our company seeks a Loan Officer Assistant to help facilitate the loan application process for our clients, assisting one or more of our certified loan or mortgage officers. It's your job to help ensure our borrowers fully understand the financial implications and responsibilities involved in taking out a loan and make sure they complete their applications correctly. Our ideal candidate has some knowledge of loan processing and loan closing requirements, disclosures, and how to maintain compliance. However, we are willing to provide on-the-job training for the right candidate.
Loan Officer Assistant Duties and Responsibilities
- Assist loan or mortgage officers with the loan application process
- Review and prepare documents for clients in a timely manner
- Check that applicants have correctly completed their paperwork and obtain missing information from applicants if necessary
- Follow up on credit checks and prepare cost estimates for borrowers
- Communicate with new applicants and existing clients regarding loan opportunities
- Perform data entry and other office duties as needed
Loan Officer Assistant Requirements and Qualifications
- High school diploma or GED certificate; associate degree in finance preferred
- Knowledge of mortgage loans and FHA loans (preferred)
- Experience using relevant database systems
- Communication and marketing skills
- Attention to detail
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