CMG Financial · 7 hours ago
Loan Processing Assistant
CMG Financial is hiring a Loan Processing Assistant to work in collaboration with the Loan Processor to ensure accurate and compliant processing of loan files. The role involves various responsibilities including requesting employment verifications, ordering necessary documentation, and providing customer service to various stakeholders.
BankingMortgage
Responsibilities
Request initial VOE (Verification of Employment) request through TRUV or directly with employer for Verbal VOEs or Written VOEs
Order HOI (Homeowners Insurance)
Disposition loans including Withdrawn, Approved but Not Accepted – only
Order Tax transcripts and Appraisals
Pull FHA and VA case assignments
Works with and supports Loan Processor to obtain and review required loan documentation and submits complete loan packages to Underwriting for approval
In collaboration with the Loan Processor, the Junior Loan Processor will assist in managing the pipeline of loans and maintain timely and compliant flow of such loans through the process
Communicate with loan officers, buyers, sellers, title companies, builders and agents
Provides excellent customer service by effectively communicating and cooperating with all internal and external customers
Assists with the monitoring of closing dates ensuring that company deadlines are met
Works closely with the Loan Processor to obtain and verify that all underwriting conditions are received and cleared by the Underwriter and helps to prepare the file for submission to the Closing Department
Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and the mortgage industry
Complies with all company policies and procedures
Qualification
Required
2 years in mortgage or financial related field preferred
Excellent customer service skills
Ability to prioritize and work independently with minimal supervision
Proficient in Microsoft Office, Word, Excel, Outlook, etc
Excellent communication skills both written and oral
Ability to work in a fast-paced fluid environment
High level of integrity and confidentiality required
Preferred
Experience with BYTE (LOS System) preferred
Company
CMG Financial
CMG Financial is a well-capitalized, privately held mortgage-banking firm.
Funding
Current Stage
Late StageRecent News
2026-02-04
2025-12-09
2025-12-02
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