Loan Officer Assistant jobs in United States
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Mutual of Omaha Mortgage · 6 days ago

Loan Officer Assistant

Mutual of Omaha Mortgage is a Fortune 300 Company committed to responsible and caring service. The Loan Officer Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete and ready for submission, while maintaining a positive client experience.

BankingFinanceFinancial ServicesMortgage

Responsibilities

Monitor key dates and proactively track all milestones in the loan process
Manage and maintain accurate borrower and partner information in CRM databases
Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature
Communicate professionally with borrowers, title companies, and third parties to request and collect conditions
Prepare files for submission to processing and underwriting
Maintain organized electronic and paper files in compliance with company policy
Serve as the first point of contact for inbound calls — demonstrate exceptional phone manners, professionalism, and warmth at all times
Provide courteous, accurate updates to clients, partners, and internal departments
Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand
Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups
Provide general administrative support such as scanning, filing, and organizing documents
Assist with internal event planning, mailings, and referral partner coordination
Support the Loan Officer with daily workflow, scheduling, and follow-up tasks
Maintain office organization, supplies, and readiness for client meetings

Qualification

Mortgage lending experienceLoan origination systemsMicrosoft WordMicrosoft ExcelCustomer servicePhone etiquetteMultitaskingWritten communicationVerbal communicationOrganizational skillsPositive attitude

Required

High school diploma or equivalent required; college coursework preferred
Minimum 1–2 years of experience in mortgage lending, banking, or customer service
Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools
Outstanding phone etiquette — confident, polished, and personable on every call
Strong written and verbal communication skills with a professional, positive tone
Highly organized, dependable, and detail-oriented
Ability to multitask, prioritize, and work efficiently under pressure
Positive attitude, enthusiastic energy, and collaborative team spirit are a must
Ethical, professional, and committed to delivering excellent customer service

Preferred

Experience with loan origination systems preferred

Benefits

Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
Company Paid Life Insurance
401K with a generous employer match
Pet Insurance
Free Legal Services
Employee Loan Program

Company

Mutual of Omaha Mortgage

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Mutual of Omaha Mortgage specializes in sales, training, marketing and mortgage advisory services.

Funding

Current Stage
Late Stage

Leadership Team

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Torrey Larsen
Executive Vice President
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Company data provided by crunchbase