Guild Mortgage · 1 week ago
Loan Officer Assistant
Chesterfield, VA
Full-time
Onsite
Entry Level
2+ years expGuild Mortgage Company, closing loans and opening doors since 1960, is a mortgage banking firm dedicated to serving homeowners and buyers. The Loan Officer Assistant plays a crucial role in assisting originators with building complete loan files and managing various administrative tasks to ensure smooth loan processes.
Consumer LendingLendingMortgageReal Estate
Responsibilities
Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer
Assist originator in appointment setting with prospective and new applicants
Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment
Set and confirm appointments for originator and manage calendar
Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator
Assist the originator with obtaining an accurate and thorough 1003
Analyze customer’s credit and financial scenario and determining appropriate loan product(s)
Run credit on loans assigned to an originator
Run AUS findings and prepare the Initial Fee Worksheet
Pull and prep web applications and other duties, including updating credit reports and AUS findings
Request status updates from pre-approved clients and referral sources (weekly TBD calls)
Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients
Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed
Manage monthly compliance-approved email marketing to realtors
Monitor key dates related to loan transactions and respond accordingly
Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly
Manage assigned originator's database; tracking active loan(s) and entering data as needed
Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service
Provide support in the collection and preparation of submitting loan application with supporting documentation to processing
Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed
Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s)
Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer
Provide any necessary assistance through production and underwriting process
Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information
Answer customer inquiries related to active loan, and/or loan application status
Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies
Pricing loan in accordance with Guild’s policies and communicating fees to operations team
Quoting rates and making commitments regarding locking to customer
Maintain referral source relationships through quick response time and excellent custom service
Prepare and send thank you cards to referral sources and new clients
Collect supporting documentation from customer, gathering necessary documentation for pre-approval
Act as a point of contact for the customer and referral source, keeping them informed throughout the process
Discuss product features with customer
Perform other duties as assigned
Qualification
Required
Active MLO licensing required
Ability to manage multiple priorities; strong detail orientation and highly organized
Works with a strong sense of urgency and responsiveness
Passionate about delivering excellence in customer service
Demonstrated patience and professionalism when interacting with both internal and external customers
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required
Strong verbal and written communication skills
Basic math skills
Ethical, with a commitment to company values
Preferred
High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field
Benefits
Medical
Dental
Vision
Life insurance
AD&D
LTD
401(k) with employer match
Company
Guild Mortgage
Guild Mortgage is a growing mortgage company that offers residential mortgage products as well as local in-house origination and servicing.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2025-06-18Acquired
2020-10-21IPO
Leadership Team
M
Michael Lau
President & CEO
Adam O'Daniel
Senior Vice President and Chief Marketing Officer
Recent News
HousingWire.com
2026-01-06
2025-12-17
Company data provided by crunchbase