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Loan Officer Assistant - Level III

Synergy One Lending in Carlsbad, CA 92011 USA

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Why Work Here?

“Amazing company culture with incredible growth potential!”

Job purpose

The Loan Officer Assistant (Level 3) will have responsibilities in the following areas; Administrative, Marketing, Communication and Relationship Management, and Processing. In addition to providing clerical and marketing related support and representing LO(s), the Loan Officer Assistant (Level 3) are responsible for assisting the LO(s) with field processing activities. The Loan Officer Assistant (Level 3) will be required to use discretion and be capable of making decisions. Loan Officer Assistant (Level 3) will function as a liaison between internal team players/department, third party vendors, agents, and borrowers.

Duties and responsibilities

  • Provide administrative/clerical and marketing support to LO(s) which allow them more time to originate and generate new business

  • Respond to moderate to complex questions, concerns or issues that arise and work with referral partners, borrowers, and internal team players/departments to resolve problems and issues as they occur. Monitor the loan process and communicate loan status as needed

  • Work closely with LO(s), agents and pre-approved customers to obtain status of home-buying process and purchase offers. Maintain effective communication with agents and customers to obtain timely receipt of loan packages, executed Agreement of Sale, and all trailing loan documents

  • Organize and maintain database of current loan pipeline and track loan status as well as appraisal, loan conditions and closing deadlines. Work closely with LO, Loan Processing, internal closing department and external title closing companies to insure loan conditions are cleared

  • Assist with obtaining and insure accuracy of a variety of documents

  • Assist Processor and internal closing department with any functions as needed to expedite loan closings

  • Obtain title company information and obtain title insurance, wire, CPL, tax certificates (and public deed of trust on bank-owned properties). Advise Processor of mail-away closings and the correct mailing address

  • Perform other duties as necessary


  • Experience in a sales support position is strongly preferred

  • Minimum 1 year in mortgage lending or related industry
  • Must have the product knowledge and understanding of the Mortgage Business to provide an exceptional customer experience and support to your team

  • Ability to communicate effectively both verbally and written

  • Strong customer service/ presentation skills

  • Highly Self-Motivated and proactive

  • Strong business acumen

  • Ability to problem solve and define the root issues

  • Excellent computer skills and working knowledge of MS Office products

Synergy One Lending

About Synergy One Lending:

Synergy One Lending offers a world class team that has set out to change the mortgage banking world to a positive experience for employees and our partners alike, and stands as one of the nation's most innovative mortgage banking firms. Our dynamic team encompasses true professionals seeking to be the number one brand when it comes to providing real estate financing options in Non-QM/Expanded Credit Mortgages. Synergy One boasts hiring the best talent; We only hire candidates who embody our Core Values of Integrity, Loyalty, Diligence, Compassion and we equip them with the best products and systems to execute at the highest level.

Company website:

Company address: 701 Palomar Airport Road, Suite 300, Office 25 Carlsbad, CA 92011

Other applicants: 20+

20+ other people applied to this job.

Posted date: 11 days ago

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