Loan Officer Assistant

LOAN OFFICER ASSISTANT – JOB DESCRIPTION
Position Title: Mortgage Loan Officer Assistant
Title Grade: Entry or Mid-Level
Reports to: Branch Manager
Department: Sales
Status: Regular, Full-Time
FLSA Status: Non-exempt
Pay Grade: Hourly (DOE)

Location: Dallas, TX

SUMMARY & PURPOSE OF POSITION

The Loan Officer Assistant will be organized with a strong attention to detail. This individual is
expected to exercise significant initiative in the performance of all assigned duties.

PRIMARY POSITION-SPECIFIC RESPONSIBILITIES

 Assist Loan Officer in general administrative and clerical duties;
 Obtain loan documentation once loan application is received and ensure all documentation is
completed accurately for Loan Officer to proceed to the next phase of processing;
 Schedule appointments, meetings, lunches, and etc. for the Loan Officer and clients;
 Assist with branch marketing efforts to generate leads;
 Complete other duties as assigned.

ESSENTIAL SKILLS AND EXPERIENCE

 High School Diploma or equivalent required;
 Must have exceptional attention to detail and strong organizational skills;
 Must be dependable with meeting deadlines and managing time;
 Have an ability to work independently on multiple files simultaneously;
 Possess strong oral and written communication skills.

PREFERRED EDUCATION/EXPERIENCE

 Previous experience in the mortgage banking industry;

REPORTING TO THIS POSITION:

 No direct reports

PHYSICAL DEMANDS/ENVIRONMENT

The environment is characteristic of an office setting. Must be able to execute complex tasks on time
sensitive transactions, and be able to work flexible hours including evenings and weekends.