HM Loan Officer Assistant

Citizens; Framingham (MA); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking an HM Loan Officer Assistant to support loan officers from pre-application to closing. You will perform administrative duties, manage the mortgage pipeline, collect documents, and ensure complete loan packages with timely follow-up.

The role emphasizes customer service, accurate data entry, and coordination across departments to maintain smooth loan processing. Excellent communication and organization are essential for success.

Qualifications

• Minimum 3 years residential mortgage experience.
• Excellent verbal communication and interpersonal skills.
• Ability to meet deadlines while prioritizing a changing workload.
• Proficient in Word, Excel, Outlook & PowerPoint.

Responsibilities

• Provide administrative support to the loan originator while delivering world class customer service.
• Handle multiple tasks including filing, entering loan application data, scheduling meetings, coordinating with departments to ensure smooth processing of loan files.
• Contact customers about required loan documentation and prepare for loan officer review.
• Gather files for weekly pipeline reviews and report status.

Skills

Residential mortgage experience

Verbal communication

Interpersonal skills

Time management

MS Office (Word, Excel, Outlook, Power

Job description

Description

As the HM Loan Officer Assistant, you will be responsible for providing assistance to the Loan Officer(s) in managing the residential mortgage pipeline from preapplication to closing (including, but not limited to, duties such as administrative, customer service, and taking loan applications). In addition, you will be accountable for compiling the loan package and follow-up to ensure the necessary documentation for a complete loan package.

Primary Responsibilities Include

• Provide administrative support to the loan originator while providing world class customer service to internal and external customers.
• Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files.
• Contact customers regarding required loan documentation and prepare for loan officer review.
• Gather files for weekly pipeline review with mortgage processor and provide the status of each file.
• Obtain necessary information related to outstanding conditions on loan files.
• Required to complete and submit cross sell report on a weekly basis.
• Assist with maintaining customer database via Loyalty Express system.
• It will be necessary to review Projection Reports twice a month.
• Follow-up on leads that are provided and track progress.
• Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with referral partners.
• Provide a list of prioritized items necessary for the loan officer to complete on a daily basis.
• Serve as a back up to the Loan Officer while they are out meeting with clients.

Qualifications, Education, Certifications And/or Other Professional Credentials

• Minimum 3 years residential mortgage experience.
• Excellent verbal communication and interpersonal skills.
• Ability to meet deadlines while prioritizing a changing workload.
• Proficient in Word, Excel, Outlook & PowerPoint.
• Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.

Pay Transparency

The salary range for this position is $21.63-$31.25 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to, the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 09/30/2026