Loan Officer Assistant
2 days ago
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 thirdparty 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.
Thirdparty coordination: Order appraisals and other services; monitor turnaround times and follow up proactively.
Borrower communication: Serve as a friendly, reliable point of contact-explain 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@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
2-3+ years in a Loan Officer Assistant (LOA) or closely related mortgage support role.
Handson Encompass experience
Familiarity with NonQM products
Experience communicating directly with borrowers
Nice to Have Skills & Experience
Experience performing income verifications (VOE/VOI, analyzing paystubs/tax docs, etc.).
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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