Loan Officer Assistant
The Mortgage Firm
Altamonte Springs, FL US
Posted ago
The Mortgage Firm

Do you love helping people get their dream home but don’t love hunting for new leads? If so, we’re looking for you! We’re hiring a full-time loan partner that will work alongside our loan officer to structure loans for our clients and help get applicants mortgage ready. While our loan officer is out in the field driving in more loan business to fill the pipeline, you’ll be analyzing customer credit, reviewing income, and assessing documents to ensure an efficient and successful close. This role will work directly with our borrowers to provide a seamless and expeditious mortgage process.

Under the direction of the Loan Originator, the Loan Partner or Loan Officer Assistant is responsible for assisting the Loan Originator by working with prospective loan applicants to achieve a loan approval and subsequent closing. Additionally, the Loan Partner may assist with finding prospective clients and building relationships with third-party business partners.

This is an amazing opportunity to get your foot into the mortgage industry and work under some of the top MLOs in the industry.


  • Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items.
  • Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing.
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator.
  • Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service.
  • Establish and maintain relationships with referral partners and borrowers to retain existing clients and attract new business.
  • Responsible for assisting the Loan Originator by working with prospective loan applicants to achieve a loan approval and subsequent closing.


  • Excellent and effective written and verbal communication skills.
  • Preferred experience in Encompass and Microsoft Outlook.
  • Minimum of high school diploma required.
  • Comfortability communicating with borrowers, and realtors.
  • Highly detailed
  • Organized with the ability to multi-task.
  • Minimum 1 year recent successful mortgage sales experience required.
  • Minimum of high school diploma required.
  • Knowledge of standard loan products offered by FHA, VA, USDA, FNMA, and FHLMC.
  • Familiarity with underwriting guidelines and AUS systems.

About The Mortgage Firm

At The Mortgage Firm, we look for an ideal candidate who wears our integrity like a badge of honor. We have good moral character and take pride in our work and reputation. We have a go-getter attitude that has a lot of fun competing with each other. We understand that being open to feedback will only make us better, so accountability runs high in our organization. We treat each team member like family, so you’ll see anyone jump in and get the loan closed. Finally, we strive to communicate frequently with our borrowers and our team members. We always follow up on emails, text messages, voicemails, and phone calls. We hope this is the last place you’ll work.

We care about our employees! The Mortgage Firm, Inc. offers eligible employees a robust benefits package including medical, dental, vision, paid time off, as well as a 401K with a discretionary employer match!

The Mortgage Firm, Inc. is an Equal Opportunity Employer supporting diversity in the workplace.

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