Loan Officer Assistant

The Dominion Group; Baltimore (MD); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Loan Officer Assistant to support real estate investors. This entry-level role focuses on managing loan transitions, ensuring accuracy in documentation, and maintaining organized workflows. You will work closely with loan officers and various teams to streamline processes and enhance efficiency. If you are passionate about finance and eager to contribute to a growing team, this opportunity offers a dynamic work environment with ample learning and growth potential.

Benefits

Health insurance

Dental insurance

Vision insurance

401(k)

401(k) matching

Paid time off

Company outings & social events

Virtual events

Personal financial workshops

Orioles season tickets

Qualifications

• 1-3 years in mortgage or lending services.
• Strong knowledge of loan documentation and workflows.

Responsibilities

• Manage loan transitions and ensure accuracy.
• Coordinate with internal teams for timely file progression.

Skills

Loan Documentation Knowledge

CRM Systems Proficiency

Microsoft Excel

Attention to Detail

Communication Skills

Multi-tasking

Education

Bachelor’s degree in Business, Finance, or Real Estate

Tools

Salesforce

LendingWise

Job description

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Who We Are

Who We Are

Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter. We are currently seeking a detail-oriented and driven Loan Officer Assistant to join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation.

Our Company’s Core Values

• Integrity
• Accountable & Dependable
• Team Centric
• System & Process Oriented
• Service Ethic
• Organized Efficiency - Risk Management & Compliance
  
  

Your Impact

• Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency.
• Support loan officers by managing intake workflows and ensuring timely follow-ups.
• Improve process efficiency by keeping data and documentation well-organized and up to date.
  
  

In This Role You Will

• Manage loan transitions from quote status to intake, ensuring priority and accuracy.
• Monitor the loan intake queue and initiate file setup based on submission dates.
• Review loan documentation for completeness and accuracy.
• Set up digital folders and enter key borrower and entity information into the loan origination system.
• Order and upload third-party reports from external platforms.
• Send and follow up on initial document requests to key contacts.
• Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
• Maintain accurate communication notes within internal systems.
• Utilize internal checklists to verify all required documents are collected and properly categorized.
• Perform preliminary quality control on documents and escalate issues when necessary.
• Monitor loan files using status dashboards and checklists to track progress.
• Transition files to the next stage once all intake requirements are complete.
• Ensure data and documentation in both the CRM and LOS remain up to date.
• Follow up daily for missing documents and escalate delays as needed.
• Document all follow-ups and status changes in internal systems.
  
  

Requirements

• 1–3 years of experience in mortgage, lending, financial services, or operations support.
• Strong knowledge of loan documentation, file structures, and intake workflows.
• Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus).
• Proficiency in Microsoft Office, especially Excel and Outlook.
• Demonstrated ability to follow structured processes and standard operating procedures (SOPs).
• Excellent attention to detail and data accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
  
  

Preferred Qualifications

• Familiarity with third-party mortgage tools and vendor platforms (e.g., Xactus, TLOxp, DataTree).
• Experience organizing and reviewing legal entity documentation (LLCs, Trusts, Corporations).
• Bachelor’s degree in Business, Finance, Real Estate, or related field.
  
  

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off
  
  

While At Dominion You Will Enjoy

• Company outings & social events
• Virtual events
• Companywide competitions and raffles
• Personal financial workshops
• Orioles season tickets

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Loan Officer Assistant-Bilingual Required/Fully Remote

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