SWBC · 14 hours ago
Loan Officer Assistant
Plano, TX
Full-time
Onsite
Mid Level
3+ years expSWBC is seeking a talented individual to coordinate the Loan Officer’s work activities to ensure efficient loan processing. This role will assist in the administration, review and processing of mortgage loans ensuring completeness and accuracy of required documents and applications.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Organizes and tracks all active loans as directed by the assigned Loan Officer
Monitors the status of each file and ensures accurate and efficient processing through closing to include guideline research
Meets with clients, as necessary, to take borrower applications and pre-qualifies applicants and presents and reviews date with Loan Officer
Completes and reviews required forms with borrowers; collects necessary documentation and appropriate fees; and submits to the automated underwriting system
Reviews and assists in the evaluation of information pertinent to client's application and makes recommendations
Reviews files to ensure completeness, accuracy, and compliance
Answers, screens, and directs calls for individual Loan Officer to ensure a high level of customer service
Maintains Loan Officer Database and coordinates loan submissions to processing and closing
Assists with pricing and rate locks
Updates Loan Officer on pipeline status and updates borrowers and builders on status of loan
Qualification
Required
High School Diploma or equivalency
Minimum of three (3) years of coordinating and processing mortgage loans while providing a high-level of customer service, or other related experience
Applicable State and National licenses (NMLS and SAFE Act Compliant)
Working knowledge of mortgage loans and/or loan procedures
Excellent interpersonal and organizational skills
Excellent written and verbal communication skills
Excellent telephone etiquette skills
Able to operate personal computers to include MS Word, Excel and Internet
Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm
Able to provide a high level of customer service to customers and realtors
Able to type at least 60 WPM accurately
Able to sit for long periods of time gathering, updating, and validating mortgage loan applications
Able to lift 10-20 lbs. of loan papers, files, and other documents
Able to work independently and exercise sound judgement
Benefits
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
H1B Sponsorship
SWBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (9)
2022 (22)
2021 (14)
2020 (11)
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
Company data provided by crunchbase