Rosegate · 10 hours ago
Loan Officer Assistant
Cincinnati, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expRosegate is a dynamic mortgage originator and master servicer with a growing portfolio of customers. They are seeking a Loan Officer Assistant to provide administrative and operational support to loan officers, ensuring efficient processing of mortgage applications and exceptional customer service.
ConsultingFinancial ServicesInformation Services
Responsibilities
Gather and organize necessary documentation from clients, including income statements, tax returns, and identification
Ensure all documents are complete, accurate, and comply with regulatory requirements
Review and analyze clients' income sources and financial statements
Perform calculations to verify and document clients' income for loan qualification purposes
Evaluate clients' asset documentation, including bank statements and investment records
Ensure accuracy and completeness of asset information in the loan application
Facilitate electronic signing of loan documents by clients
Ensure all necessary e-signatures are obtained and documents are properly filed
Order property appraisals as required by the loan process
Coordinate with appraisal vendors and ensure timely delivery of appraisal reports
Monitor and track the progress of loan applications through various stages of the pipeline for assigned loan officers
Maintain accurate and up-to-date records in the loan management system
Communicate with clients and internal team members to address any issues or delays
Qualification
Required
2+ years of experience as a Loan Officer Assistant or Loan Processor
Experience analyzing different types of client income (W2, 1099, Tax Returns, etc.)
Ability to multi-task and remain organized
Proficient in CRM, LOS, & POS systems
Experience working with multiple lenders
Excellent communication and interpersonal skills
Ability to work effectively in a fast-paced and team-oriented environment
Preferred
Bilingual in English and Spanish is preferred, but not required
Benefits
Growing company
Caring leadership & support
Competitive salary
Health, dental, and vision insurance
Company-Paid Short-Term Disability & Life Insurance
401(k) plan with company match
Paid time off and holidays
Professional development opportunities
Company
Rosegate
At Rosegate, you work with a Loan Pro, not a company. With a new home comes new questions.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2025-11-14Acquired
Leadership Team
Brad Bradley
Co-Founder & Chairman
Alyssa Wolfe
Loan Partner
Recent News
2025-11-15
HousingWire.com
2025-11-15
Company data provided by crunchbase