Loan Officer Assistant
ReeseSquared Mortgage
Tracy, CA US
Posted ago
ReeseSquared Mortgage

Loan Officer Assistant - remote ok PST and MST timezone

Successful and growing mortgage company located in Tracy, CA is seeking a high performance

Loan Officer Assistant to support one of the nation’s top-producing mortgage teams. This position offers a unique opportunity to support and grow a winning team committed to help people achieve their dream of homeownership. We are seeking a highly organized, detail-oriented team player who’s reliable, accountable, a self-starter who works well under pressure, and a quick study. This candidate will be an experienced mortgage industry professional, with current knowledge of mortgage products, programs, LOS systems, required documentation, and understand the flow of a mortgage loan file.

We believe the Loan Officer Assistant role is an integral part of our success and has a significant influence on the quality of a client's experience during the loan process.

This is a full-time remote position. Experience in a similar position required and must be currently or recently in the mortgage industry.


  • Coordinate mortgage loan applications start to finish, i.e. file opening, input, and credit history, submission, retrieve loan conditions, and communicate with borrowers, Realtors, and prospects
  • Stack and organize files in the proper submission order
  • Review and validate every file, looking for errors and inconsistencies
  • Maintain regular dialogue with loan officers and processors throughout the loan process
  • Proficient in Conventional, government, and Jumbo loans
  • Answering and screening incoming calls and tracking leads
  • Follow daily systems and checklists
  • Retrieve all PTD's conditions from third-party vendors
  • Order appraisals, escrow, and title reports


  • Minimum 3 to 5 years of residential lending experience
  • Understand how to pre-approve clients for purchase transactions
  • Proficient with LOS tools and know-how to run DU/LP
  • Mortgage brokering a plus
  • timezone: Mountain or Pacific
  • Excellent written and oral communication skills a must
  • Experience managing a large pipeline
  • Able to manage the loans from contract to close
  • Able to manage deadlines efficiently
  • Loan approval conditions- complete conditions and submit to processing
  • Ability to handle sensitive and confidential information and exercise discretion
  • Strong Analytical, problem assessment/solving, and decision making skills
  • Excellent comprehension, listening, written and verbal communication skills
  • Able to work well in a high volume/high-pressure environment and close a high volume of loans on a monthly basis
  • Must have a ‘can do-will do’ attitude and team spirit
  • Quality orientation with extreme attention to detail, accuracy, and excellent proofreading skills
  • Able to manage time effectively, prioritize and multi-task
  • Excellent tenure in previous positions


$18 - $22 hourly
About ReeseSquared Mortgage

ReeseSquared Mortgage is a boutique lender specializing in residential home purchase and refinances. The owners, Rob and Liz have been in the lending industry for many years and decided to break out on their own. If you want to be a part of a small team that supports a growth mindset and family balance, we would love to have you!

Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.