Loan Officer Assistant

6 days ago

San Diego, CA, United States San Diego Staffing Full time
Loan Officer Assistant (LOA)

We're seeking a highly organized Loan Officer Assistant (LOA) to guide borrowers through the mortgage process from application to closing. This role does not perform pricing and does not require NMLS. You'll handle document requests, coordinate third-party services (e.g., ordering appraisals), maintain the loan file in Encompass, and communicate clearly with borrowers at each step.

What you'll do:

  • Document collection & tracking: Request, receive, and verify borrower documents; maintain condition checklists and audit trails in Encompass.
  • Third-party coordination: Order appraisals and other services; monitor turnaround times and follow up proactively.
  • Borrower communication: Serve as a friendly, reliable point of contactexplain milestones, set expectations, and keep borrowers informed.
  • File readiness: Organize the file for underwriting; ensure accuracy and completeness; escalate issues early to avoid delays.
  • Process navigation: Move loans smoothly through internal steps; schedule and confirm key milestones; keep stakeholders aligned.
  • Compliance awareness: Follow company procedures and applicable guidelines; protect borrower data and maintain clean records.

This is an onsite position in San Diego, CA. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@.

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