Licensed Loan Officer Assistant - Hybrid to Mill Creek, WA

CMG Financial; Everett (WA); On-site; USD 54,000 - 64,000; Full time

Job summary

CMG Home Loans is seeking a Licensed Loan Officer Assistant (Production Assistant) to support a high-producing mortgage team based in Everett, Washington. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, high-volume environment.

Open to onsite, hybrid or remote employees; responsibilities include calculating income, reviewing tax returns, ordering appraisals, collecting documents, and guiding borrowers through processing and timelines while delivering

Qualifications

• Active NMLS license required.
• Minimum 3+ years of mortgage industry experience.
• Experience in high-volume, fast-paced mortgage environments.
• Strong understanding of mortgage products, guidelines, compliance and loan processes.
• Advanced income calculation skills for self-employed borrowers and complex income sources.

Responsibilities

• Request disclosures.
• Calculate income and run numbers for loans to ensure viability.
• Review and analyze complex tax returns, self-employed income, rental properties, partnerships and K-1s.
• Order appraisals.
• Collect and review client documentation.
• Submit loan documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible).
• Serve as primary contact for borrowers, agents and internal teams throughout the loan process.
• Identify and resolve issues impacting loan approval or closing timelines.
• Maintain high level of customer service with a large pipeline.

Skills

Advanced income calculations

Communication skills

Customer service

Tools

Byte LOS

Microsoft Office

Job description

CMG Home Loans is seeking a Licensed Loan Officer Assistant (Production Assistant) to support a high-producing mortgage team based in Everett, Washington.

The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, high-volume environment. This position requires a strong understanding of mortgage lending, advanced income calculation skills, and the ability to independently manage priorities while providing exceptional service to borrowers and business partners

Open to Onsite, Hybrid or Remote Employees

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Request disclosures
• Will calculate income and run number for loans to make sure viable
• Review and analyze complex tax returns, self-employed income, rental properties, partnership returns, K-1s, and other non-traditional income sources.
• Order appraisals
• Collect and review client documentation
• Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Serve as a primary point of contact for borrowers, agents and internal operations teams throughout the loan process.
• Proactively identify and resolve issues that may impact loan approval or closing timelines.
• Maintain a high level of customer service while managing a large and active pipeline.

QUALIFICATIONS AND EXPERIENCE:

• Active NMLS license required.
• Minimum 3+ years of recent mortgage industry experience required
• Proven experience working in a high-volume, fast-paced mortgage environment
• Strong understanding of mortgage products, guidelines, compliance requirements, and loan processes.
• Advanced income calculation skills required, including experience with self-employed borrowers and complex income analysis.
• Demonstrated ability to independently review loan scenarios, identify potential qualifying concerns, and recommend solutions.
• Exceptional prioritization, organizational, and time-management skills.
• Excellent communication and customer service skills.
• Experience with Byte and other LOS software preferred.
• 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.
• Ability to succeed in a hybrid or remote work environment.

SUPERVISORY RESPONSIBILITIES:

Direct Reports:NA

PHYSICAL and ENVIRONMENTAL CONDITIONS

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

COMPENSATION:

The anticipated base salary range for this position is $54,000 to $64,000 annually plus possible per file bonus. Actual compensation will be determined based on a variety of factors, including the candidate's qualifications, relevant mortgage industry experience, skills, education, certifications, geographic location (where applicable), market conditions, and internal equity. This position may also be eligible for incentive compensation and a comprehensive benefits package.