Loan Officer Assistant

Panorama Mortgage Group Llc; Norcross (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Panorama Mortgage Group is seeking a Loan Officer Assistant to act as a liaison between the Loan Officer, borrowers, and operations. You will help ensure clear communication for a smooth closing transaction.

The role requires strong organizational skills, ability to manage multiple priorities, and proficiency with data entry, Word, Excel, and PDF tools. Fluency in English is essential; a second language is a plus.

Qualifications

• High school diploma or equivalent; 2+ years mortgage lending or related field

Responsibilities

• Assist Loan Officer as needed (not licensed activity)
• Collect missing documentation for loan files
• Coordinate with Processor to clear Loan Officer conditions
• Update Officer on status of conditions and correspondence
• Order verification of employment (VOE)
• Stack file for processing
• Manage client and referral partner databases
• Handle basic office tasks (phone, scheduling, copying)
• Follow company policies in handbook
• Perform other duties as assigned

Skills

Data entry

Microsoft Word

Excel

Verbal communication

Written communication

Customer service

Education

High school diploma or equivalent

Tools

PDF software

Job description

Description

Position Overview:

The Loan Officer Assistant’s primary role is to act as a liaison between the Loan Officer, borrowers, and operation departments. Assist with ensuring clear communication for a smooth closing transaction.

Key Responsibilities:

• Assist Loan Officer as needed (minus any licensed activity)
• Assist in collection missing documentation for completion of loan file from borrowers.
• Work with the Processor to collect documentation to clear Loan Officer conditions.
• Update the Loan Officer on status of conditions and copy Loan Officer on correspondence and requests for documentation.
• Ordering verification of employment (VOE)
• Stack file for processing.
• Manage client and referral partner databases.
• Perform basic office functions including taking phone calls, scheduling meetings, making copies.
• Able to comply with the policies and procedures outlined in the Company Handbook
• Perform other duties as assigned.

Requirements

Education/Experience:

• High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
• Ability to manage multiple priorities, strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
• Strong verbal and written communication skills. Basic math skills.
• Ethical, with a commitment to company values.

Travel

• NA

Language

• Fluency in English language (written, oral, spoken); fluency in a second language desirable.

Compensation

• PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.

AAP/EEO Statement:

Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.