The Mortgage Loan Officer Assistant supports loan officers in the end-to-end mortgage loan process—from pre-qualification through closing. This role ensures timely and accurate handling of loan documentation, client communication, and system updates, contributing to a seamless borrower experience and efficient loan pipeline management.

Key Responsibilities:

Loan Processing Support

· Assemble and verify loan documents for completeness and accuracy.

· Order and track third-party items (e.g., VOEs, appraisals, title work).

· Calculate income using pay stubs, W-2s, tax returns, and other documentation.

· Confirm assets and liabilities against application and supporting documents.

· Monitor credit activity using tools like Undisclosed Debt Monitor.

· Assist with obtaining documentation needed to obtain a clear to close.

Client & Team Communication

· Serve as a liaison between loan officers, borrowers, settlement agents, and internal departments.

· Conduct weekly pipeline calls with assigned MLOs.

· Provide timely updates to clients and referral partners.

Compliance & Documentation

· Send initial disclosures to loan applicants.

· Review Loan Estimates (LE) and Closing Disclosures (CD).

· Ensure compliance with TRID, TIL, and Change of Circumstance regulations.

System & Administrative Tasks

· Maintain accurate records in Encompass and other mortgage systems.

· Run AUS findings (DO and LP) and ensure documentation matches system inputs.

· Coordinate closings.

· Perform general administrative duties.

· Minimum 2 years experience in mortgage loan processing or assistance.  At least 8 years preferred.  

· Proficiency in Encompass, Microsoft Outlook, Word, Excel, and loan origination systems.

· Strong understanding of conventional and government loan products (FHA/VA).

· Knowledge of investor guidelines and mortgage compliance regulations.

· Excellent organizational, communication, and problem-solving skills.

· Ability to manage a pipeline of 40+ loans independently and collaboratively.

· Must be in the Savannah, GA area and willing to work on-site Monday-Friday 9a-5p. 

Preferred Skills

· NMLS license or willingness to obtain.

· Experience with CRM systems and document management platforms.

· Familiarity with underwriting guidelines and closing procedures.

AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.