Job Description

Are you a highly motivated mortgage professional who thrives on communication, organization, and helping clients take their first steps toward homeownership? We're looking for an experienced Mortgage Loan Officer Assistant to join our top-producing team and play a key role in converting leads, preparing files for pre-approval, and delivering world-class service to clients and partners. This position requires a unique mix of sales and customer service skills, plus the ability to manage a pipeline. Effective communication skills are essential for building relationships that help us obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today! Our Ideal Candidate is • Fast, organized, and a strong communicator • Takes ownership and meets deadlines • Loves working with people and delivering high-quality service • Thinks two steps ahead and thrives in a busy environment • Works well independently but contributes to team success Hours are 8:30 am-5:30 pm, Monday-Friday Full Benefits (Health, Vision, Dental, 401(k), Stock Ownership, PTO, and more) Responsibilities: Lead Management & Client Contact • Chase, track, and convert new inbound leads • Make first contact with clients by phone , followed by text/email outreach • Educate clients on how to upload documents via SimpleNexus • Ensure documentation is complete for the pre-approval process • Schedule client “Discovery Meetings” with the Loan Officer (LO) Loan File Preparation & Pre-Approvals • Assist with completing loan applications • Run DU/LP and complete LP checklists • Submit pre-approvals within 24 hours of receiving required documentation • Build loan scenarios and consult with underwriters/investors as needed • Research and stay current on investor guidelines and product updates Client & Realtor Communication • Conduct weekly status calls with: • Clients in pre-approval • Clients are actively house hunting • Partner agents (Realtors) • Update Realtors after every client interaction to build transparency and trust • Follow up persistently to schedule face-to-face (or video) meetings Team Collaboration & Administrative Support • Participate in daily team huddles and weekly pipeline meetings • Assist LO with callbacks to prospects needing further consultation • Share updates and changes on client files with internal team members • Take initiative in improving systems and helping the team grow • Greet clients and ensure smooth handoffs throughout the loan process Qualifications: • Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • NMLS license or training is not required, but is desired • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred • Excellent customer service and communication skills and willing to go above and beyond for customers and team Required: • Minimum 5 years of mortgage experience (loan assistance, processing, underwriting, or originating) • Strong knowledge of DU/DO , LP , and major origination systems • Experience with major correspondent and wholesale lenders , their guidelines, and pricing engines • High proficiency with Word, Excel, Outlook , and mortgage CRMs • Clear written and verbal communication skills • Ability to multitask, prioritize, and manage a lead & Pre-Approval pipeline effectively • Comfortable on the phone and proactive in outreach Preferred: • NMLS license or registration (preferred but not required) • Familiarity with SimpleNexus • Experience setting up or improving lead tracking and follow-up systems About Company: As a company, we embrace the concept of ownership with enthusiasm and optimism for the future of housing in America. As individuals, every employee at Preferred Rate takes personal ownership in creating experiences that matter for our customers and clients. Every transaction represents a family, a home, and a life decision - we understand and appreciate that our participation is a privilege, and our job is to delight everyone involved at every point of the process so that their experience matters.

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