Ready to take your mortgage career to the next level? Mortgage JV is on the hunt for an enthusiastic and detail-driven Loan Officer Assistant to join our fast-paced, high-energy team located inside our partner real estate office in Prescott, AZ.
This position is perfect for a driven Loan Officer Assistant who’s just not looking for a job, but a long-term career. This role provides hands-on experience, and a structured pay to become a licensed Loan Officer.
In this pivotal role, you’ll work side-by-side with an experienced loan officer, helping to process loan applications, prepare vital documentation, and deliver top-notch support to clients every step of the way. If you're passionate about finance, love helping people, and want to grow with a team that’s truly making a difference in the lives of local families and businesses—this is your opportunity to shine!
Responsibilities
- Assist Loan Officers in preparing preliminary loan packages for processing by obtaining missing documentation and other information from customers
- Utilizes information gathered by the Mortgage Loan Originator to prequalify customers
- Works with appraisers to obtain official appraisal
- Updates customers, real estate agents, and titles companies on the loan’s progress
- Maintain up-to-date client files and ensure all documentation is complete and compliant.
- Schedule appointments, manage calendars, and support the administrative needs of the loan officer.
- Assists Loan Officers with marketing campaigns through mail, email, and internet
- Performs other administrative tasks, such as faxing, emailing, making telephone calls, to support the Loan Officer
- Utilize CRM and loan origination software (e.g., Lodasoft, Follow Up Boss or similar).
Qualifications
- High school diploma or equivalent
- Active NMLS License (AZ)
- Minimum of 2+ years' experience in mortgage lending or related sales experience preferred
- Knowledge of loan products, documentation, and mortgage industry terminology.
- Strong organizational and communication skills
- Ability to work in a fast-paced environment and meet deadlines
- Proficient in Microsoft Office and loan management software
- Detail-oriented with a strong sense of customer service
Benefits
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Job Type: Full-time
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: Hybrid remote in Prescott, AZ 86302