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Loan Officer Assistant

Xtended Resources Lake Forest, CA
  • Expired: over a month ago. Applications are no longer accepted.

Position Summary: The Loan Officer Assistant (LOA) works directly with and supports the loan origination staff (loan officers, sales managers etc.). By working collaboratively with the loan origination staff and processing team, a successful LOA has current product knowledge of loan programs and will be able to communicate loan requirements with customers, processors and loan officers.

Duties and Responsibilities:

  • Communicates with the customer (borrower), real estate agents and escrows at the start of the transaction
  • Collects customer documentation necessary to complete the loan transaction, such as income documentation, asset statements and initial disclosures documents.
  • Assists loan originators with preapprovals and loan structuring.
  • Assists loan originators with loan pricing options/support and managing lock expiration dates.
  • Updates all parties with status of loan transaction as necessary.
  • Ordering of standard loan requirements and verifications such as, title, escrow, appraisal, verification of employments, verification of assets etc.
  • Other duties may be assigned.

Desired Competencies:

  • Demonstrate proficient product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2nd Mortgages,
  • Ability to analyze tax returns and accurately calculate income for all types of borrowers.
  • Ability to maintain a high level of professionalism, customer service, and communication with customer, processor and LO
  • Proficient with Encompass
  • Understanding of compliance regulations and investor guidelines.
  • Has knowledge of commonly used terminology, concepts and practices and procedures within the mortgage industry.
  • Ability to meet time deadlines while working under pressure.
  • Ability to effectively handle simultaneous tasks and projects in a fast paced environment.
  • Able to effectively and efficiently work independently or as a member of a team.
  • Must be able to work a flexible schedule that may include some evening and weekend hours.

Desired Education/Experience:

  • High school diploma or general education degree (GED);
  • 1-2 years’ experience working with mortgage loans preferred;
  • Recent customer service and/or sales experience

Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Xtended Resources


Lake Forest, CA
92630 USA