Loan Officer Assistant

SimplyPMG; Norcross (GA); On-site; USD 42,000 - 58,000; Full time

Job summary

SimplyPMG in Norcross, GA is seeking a Loan Officer Assistant to liaise between the Loan Officer, borrowers, and operations, ensuring clear communication for a smooth closing. The role supports collecting documentation, updating status, and handling basic office tasks while upholding company policies and delivering excellent customer service.

The ideal candidate has a high school diploma and at least two years in mortgage lending, with proficiency in data entry, PDF tools, Word and Excel, and

Qualifications

• High school diploma or equivalent; two years in mortgage lending or related field preferred.
• Ability to manage multiple priorities with strong attention to detail.
• Excellent customer service with professional interaction.

Responsibilities

• Assist Loan Officer as needed (not involving licensed activities).
• Collect missing documentation to complete loan files from borrowers.
• Collaborate with the Processor to clear Loan Officer conditions by gathering documents.
• Update Loan Officer on status of conditions and copy on related correspondence.
• Order verification of employment (VOE).
• Stack files for processing.
• Manage client and referral partner databases.
• Handle basic office tasks including calls, scheduling, and copying.
• Comply with Company Handbook policies and procedures.
• Perform other duties as assigned.

Skills

Data entry

Excel

Microsoft Word

PDF software

Verbal & written communication

Education

High school diploma or equivalent

2+ years mortgage lending experience

Tools

Payroll tracking

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.