Rate · 2 hours ago
Loan Officer Assistant
California, United States
Full-time
Onsite
Entry Level
$45K/yr - $60K/yr
2+ years expGuaranteed Rate is the 2nd-largest retail mortgage lender in the U.S., known for its industry-leading tools and exceptional customer service. They are seeking a Licensed Loan Officer Assistant to support client engagement activities, maintain relationships with real estate agents, and assist the team with various administrative tasks.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
The primary function of the Licensed Loan Officer Assistant is to support and manage client engagement activities including some aspects of partner development
Maintain positive, professional, helpful, friendly relationships with all real estate agents
Enter complete and accurate data into Encompass & Print Encompass docs including CCW’s etc. for borrowers to sign
Assist Team with providing Commitment and Pre-approval Letters
Create and email new listings and open house flyers to agents daily
Score files through AUS
Enter and maintain client contacts
Work with Marketing department on lead generation marketing materials and flyers as requested
Provide general administrative support to team
Provide Marketing reports as needed
Promptly return calls from borrowers and real estate agents
Keep team organized; in general, daily
Order appraisal and title work on all files; promptly prepare files for processing team
Assist other members on his team whenever possible, with anything
Maintain office monthly newsletters & distribute to office
Maintain calendars
A strong commitment to customer service to sales associates and borrowers—is a must!!
Keep current on all licensing requirements and continuing education classes throughout year to maintain LO license
Interview borrowers over the phone, take loan applications and schedule borrowers to meet
Support Loan Officers with new and past clients to lock loans and increase monthly production
Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation
Qualification
Required
2+ years of Mortgage and or Real Estate Experience
Exceptional communication skills – both written and verbal
Knowledge of Microsoft Outlook, Work, and Excel
Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process
Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation
Preferred
Experience with construction loans
Familiarity and comfort with social media
Mortgage experience
Benefits
Eligibility to participate in a company-sponsored 401(k)
Vacation benefits
Eligibility for medical, dental, vision, and prescription drug benefits
Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
Life insurance and death benefits
Critical care insurance
Personal accidental insurance
Commuter benefits
Pet insurance
Certain time off and leave of absence benefits
Well-being benefits (e.g., employee assistance program)
Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)
Company
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase