Mortgage Loan Officer Assistant - Savannah, GA - Onsite

The Mortgage Loan Officer Assistant supports loan officers in the end-to-end mortgage loan process—from pre-qualification through closing. This role ensures timely and accurate handling of loan documentation, client communication, and system updates, contributing to a seamless borrower experience and efficient loan pipeline management.

Key Responsibilities

Loan Processing Support

• Assemble and verify loan documents for completeness and accuracy.
• Order and track third-party items (e.g., VOEs, appraisals, title work).
• Calculate income using pay stubs, W-2s, tax returns, and other documentation.
• Confirm assets and liabilities against application and supporting documents.
• Monitor credit activity using tools like Undisclosed Debt Monitor.
• Assist with obtaining documentation needed to obtain a clear to close.

Client & Team Communication

• Serve as a liaison between loan officers, borrowers, settlement agents, and internal departments.
• Conduct weekly pipeline calls with assigned MLOs.
• Provide timely updates to clients and referral partners.

Compliance & Documentation

• Send initial disclosures to loan applicants.
• Review Loan Estimates (LE) and Closing Disclosures (CD).
• Ensure compliance with TRID, TIL, and Change of Circumstance regulations.

System & Administrative Tasks

• Maintain accurate records in Encompass and other mortgage systems.
• Run AUS findings (DO and LP) and ensure documentation matches system inputs.
• Coordinate closings.
• Perform general administrative duties.

Requirements

• Minimum 2 years experience in mortgage loan processing or assistance. At least 8 years preferred.
• Proficiency in Encompass, Microsoft Outlook, Word, Excel, and loan origination systems.
• Strong understanding of conventional and government loan products (FHA/VA).
• Knowledge of investor guidelines and mortgage compliance regulations.
• Excellent organizational, communication, and problem-solving skills.
• Ability to manage a pipeline of 40+ loans independently and collaboratively.
• Must be in the Savannah, GA area and willing to work on-site Monday-Friday 9a-5p.

Preferred Skills

• NMLS license or willingness to obtain.
• Experience with CRM systems and document management platforms.
• Familiarity with underwriting guidelines and closing procedures.

AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.