Loan Officer Assistant

SimplyPMG; Norcross (GA); On-site; USD 36,000 - 52,000; Full time

Job summary

Panorama Mortgage Group in Norcross, GA is seeking a Loan Officer Assistant to act as a liaison between the Loan Officer, borrowers, and operations. The role supports smooth closings by ensuring clear communication and timely documentation.

Responsibilities include collecting missing documents, coordinating with the Processor, updating status, and maintaining client and referral partner databases. Strong organizational and communication skills are essential.

Qualifications

• High school diploma or equivalent; at least two years of experience in mortgage lending or related field.
• Ability to manage multiple priorities with strong attention to detail and organization.
• Works with a sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism with customers.
• Proficiency with data entry, PDF software, Word, and Excel.
• Strong verbal and written communication skills; basic math.
• Ethical and aligned with company values.

Responsibilities

• Assist Loan Officer as needed (excluding any licensed activity).
• Collect missing documentation from borrowers to complete loan files.
• Work with the Processor to gather documentation to clear Loan Officer conditions.
• Update the Loan Officer on status and copy Loan Officer on correspondence.
• Order verification of employment (VOE).
• Stack files for processing.
• Manage client and referral partner databases.
• Handle basic office functions including phone calls and scheduling.
• Adhere to Company Handbook policies and procedures.
• Perform other duties as assigned.

Skills

Data entry

PDF software

Microsoft Word

Excel

Verbal communication

Written communication

Customer service

Multitasking

Organizational skills

Education

High School Diploma

Mortgage lending experience (2+ years)

Job description

Description

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.