Primary Residential Mortgage ยท 10 hours ago
Loan Officer Assistant/Processor
Tomball, TX
Full-time
Hybrid
Mid Level
3+ years expPrimary Residential Mortgage is seeking a Loan Officer Assistant/Processor to support the lending process from application through closing. The role involves ensuring accuracy, compliance, and positive borrower experience while managing documentation and communication throughout the loan process.
Financial ServicesReal EstateResidential
Responsibilities
Collaborate with the Loan Officer at the application stage to review initial borrower documentation and structure the file for underwriting success
Communicate directly with borrowers to explain document requirements, gather missing items, and answer questions throughout the process
Review credit, income, and asset documents early in the process to identify potential issues and recommend solutions before submission
Set up files accurately in the LOS, ensuring all required disclosures and compliance documents are completed
Maintain proactive communication between borrower, Loan Officer, and builder throughout construction and closing phases
Manage the loan pipeline from initial submission through clear-to-close
Review and verify borrower documentation including income, assets, credit, and property details
Perform detailed income calculations for W-2, commission, and self-employed borrowers
Ensure all files meet PRMI, investor, agency, and regulatory guidelines
Coordinate with loan officer, underwriters, title companies, appraisers, and builders to facilitate on-time closings
Maintain proactive borrower communication throughout the process, providing clear status updates
Submit files to underwriting, satisfy loan conditions, and prepare for final closing
Maintain accurate records in Encompass
Deliver exceptional service to both internal and external customers
Qualification
Required
Strong interpersonal skills with a customer-service mindset and ability to explain loan requirements in simple, professional terms
Comfortable managing client relationships and representing the Loan Officer in borrower communications
Minimum 3 years of mortgage processing experience required, preferably within an Independent Mortgage Banker (IMB) environment
Strong working knowledge of FHA, VA, USDA, and Conventional loan programs
Proven ability to calculate complex income including self-employed and variable-income borrowers
Experience with construction-to-perm loans is strongly preferred
Proficiency in Encompass or comparable LOS
Excellent organizational and multitasking skills in a deadline-driven environment
Strong written and verbal communication abilities
High level of attention to detail, accuracy, and compliance
Preferred
Prior experience in a Loan Partner or Loan Officer Assistant role highly preferred
Ability to manage both front-end loan setup and back-end processing responsibilities
Experience processing construction-to-permanent or one-time-close loans
Prior experience working in a hybrid environment (in-office and remote)
Demonstrated ability to work independently while managing multiple active files
Strong customer service orientation and proactive communication skills
Familiarity with PRMI systems, processes, and compliance protocols
Company
Primary Residential Mortgage
Primary Residential Mortgage provides home financing services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Zitting
Co-founder | Principal | Director of Customer Acquisition and Strategic Relationships
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