Loan Officer Assistant

Flat Branch Home Loans; Neosho (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Flat Branch Home Loans in Neosho, MO seeks a Loan Officer Assistant to support Senior Mortgage Bankers in residential loan origination. You will help with data processing, document analysis, and submitting client files to Operations while ensuring workflow efficiency.

You’ll collaborate with processing, underwriting, closing, and marketing teams, manage data entry and document labeling in Encompass, and assist with marketing to grow business and relationships.

Qualifications

• Experience with mortgage loans is preferred but not required.
• Strong attention to detail and accuracy in data entry.
• Excellent verbal and written communication skills.
• Ability to multi-task and manage deadlines in a fast-paced environment.

Responsibilities

• Support and collaborate with Flat Branch Operations Staff.
• Develop and implement marketing strategies to drive business development.
• Manage data entry, emails, calls, and scheduling for SMBs.
• Facilitate document collection, labeling, and upload into the LOS (Encompass).
• Follow up on critical documents to ensure timely closings.
• Perform credit pulls and run DU/LP and GUS through LOS.
• Schedule appointments and organize business gatherings.
• Enhance relationships with clients and referral partners through marketing materials.
• Handle additional duties as assigned.

Skills

Attention to detail

Communication

Self-starter

Multi-tasking

Willingness to learn

Mortgage knowledge

Negotiation

Organizational skills

Vendor relations

Travel flexibility

Tools

Encompass

LOS systems

Job description

Basic Description: The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in following protocol while offering and developing a timely & efficient workflow to maximize and prioritize every aspect of origination support activities. Attention to detail and the ability to meet deadlines for each task is imperative.

Responsibilities

• Support & collaborate with all Flat Branch Operations Staff (Processing, Underwriting, Closing, Post‑Closing, Shipping and Secondary).
• Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building relationships.
• Manage Top of Mind and its functions (data entry, campaign facilitation, emails, phone calls, letters).
• Create, implement, and manage necessary procedures to maximize team efficiency and provide tools for success (pipeline progression and workflow).
• Gather, analyze, upload and label all necessary documentation into the Encompass e‑folder.
• Timely follow‑up of critical documents from clients to facilitate a timely closing.
• Data entry, facilitating credit pulls, running of DU/LP and GUS through LOS.
• Set appointments and/or organize business related gatherings.
• Enhance relationships with clients and referral partners via marketing documents.
• All other duties as assigned.

Qualifications & Skills

• Experience with mortgage loans (preferred but not required).
• Technical proficiencies with various software programs (desired).
• Extreme attention to detail.
• Excellent communication skills, verbal & written.
• Self‑starter/Self‑motivator.
• Ability to multi‑task.
• Willingness to learn while picking things up in a timely manner simultaneously.
• Prolonged periods sitting at a desk and working on a computer.
• Occasional travel may be required throughout the year.
• Organizational skills, must juggle tasks and deadlines.
• Experience with vendors and contractors (preferred, not required).
• Negotiation and budgeting skills.
• Spread company culture to each location.