Loan Officer Assistant (Lead to Contract)
On-siteHenderson, Nevada, United States
Job Summary
Conduct Lead to Contract duties by acting as the primary point of contact for customers and referral sources, managing calendars, and providing new lead callbacks within 20 minutes to maintain a 35% conversion rate. Assist originators in appointment setting, collecting supporting documentation, analyzing credit scenarios, and running credit reports and AUS findings to prepare Initial Fee Worksheets and 1003 forms. Coordinate marketing support by creating and distributing advertising materials and managing monthly email campaigns to realtors while ensuring compliance with SAFE Act and privacy policies. Maintain up-to-date knowledge of approved programs and software systems, executing new tools for the team and clients. This role supports the originator in building complete loan files for submission, focusing on customer service and accurate data entry within an office environment.
Required Qualifications
- Active MLO licensing
- High school diploma or equivalent
- at least two years of experience in Mortgage lending or related field
- Ability to manage multiple priorities
- strong detail orientation
- highly organized
- Works with a strong sense of urgency and responsiveness
- Passionate about delivering excellence in customer service
- Demonstrated patience and professionalism when interacting with both internal and external customers
- Proficiency with data entry
- PDF software programs
- Microsoft Word
- Excel
- Strong verbal and written communication skills
- Basic math skills
- Ethical, with a commitment to company values
Desired Qualifications
- High school diploma or equivalent
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