Loan Officer Assistant - In Office

National Mortgage Staffing; California; On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Retirement plan

Growth opportunities

Job summary

National Mortgage Staffing is seeking a Loan Officer Assistant to own the administrative and processing side of a Loan Officer’s pipeline in an in-office role in City of Industry, CA.

You will handle documentation, underwriting prep, conditions, and coordination with lenders and real estate professionals, ensuring files stay on track and compliant throughout the mortgage process.

Qualifications

• 1–3 years of mortgage lending, loan processing, or related financial services experience.
• Familiarity with mortgage loan applications, documentation, and underwriting.
• Experience with mortgage LOS and CRM systems.
• Strong organization and follow-up skills.
• Strong verbal and written communication skills.
• Ability to independently manage multiple files and deadlines.
• Comfortable communicating directly with borrowers and industry professionals.
• Experience with Encompass, Calyx, or a similar LOS.
• Familiarity with Microsoft Word, Excel, Outlook, DocuSign, and document management systems.
• Ability to work onsite in City of Industry.

Responsibilities

• Manage mortgage files from initial application through closing.
• Collect, review, organize, and upload borrower documentation.
• Prepare files for pre-approval, lender submission, and underwriting.
• Manage appraisal requests, underwriting conditions, and closing requirements.
• Review income, assets, credit, and property documentation for completeness.
• Identify missing documentation, discrepancies, and potential file issues.
• Coordinate with lenders, processors, underwriters, escrow/title companies, and real estate agents.
• Assist with lender and loan program research.
• Assist with disclosures and loan documentation.
• Communicate directly with borrowers throughout the mortgage process.

Skills

Mortgage lending

Loan processing

Organization

Communication

Multitasking

Attention to detail

Independent work

Borrower communication

Tools

Encompass

Calyx

CRM systems

DocuSign

Excel

Word

Outlook

Job description

Location: City of Industry, CA
Work Model: In Office
Schedule: Monday–Friday, 9:00 AM–6:00 PM
Compensation: $42,000–$50,000 depending on experience
Bonus: Per-loan closed bonus
Benefits: Paid time off, health insurance contribution, retirement plan, and growth opportunities

Position Overview

An established residential mortgage lender is seeking a Loan Officer Assistant to take ownership of the administrative and processing side of a Loan Officer's pipeline.

This is a hands-on mortgage support role working with files from initial application through closing. The LOA will collect and review borrower documentation, prepare files for underwriting, manage conditions and closing requirements, communicate directly with borrowers, and coordinate with lenders and other parties involved in the transaction.

The ideal candidate is organized, proactive, detail-oriented, and comfortable managing multiple mortgage files independently.

Responsibilities

• Manage mortgage files from initial application through closing
• Collect, review, organize, and upload borrower documentation
• Prepare files for pre-approval, lender submission, and underwriting
• Manage appraisal requests, underwriting conditions, and closing requirements
• Review income, assets, credit, and property documentation for completeness
• Identify missing documentation, discrepancies, and potential file issues
• Coordinate with lenders, processors, underwriters, escrow/title companies, and real estate agents
• Assist with lender and loan program research
• Assist with disclosures and loan documentation
• Communicate directly with borrowers throughout the mortgage process
• Request outstanding documentation and provide file status updates
• Explain next steps and help borrowers stay on track
• Monitor the pipeline and track milestones and deadlines
• Maintain accurate LOS and CRM records
• Help ensure files are complete and ready for closing

Qualifications

• 1–3 years of mortgage lending, loan processing, or related financial services experience
• Familiarity with mortgage loan applications, documentation, and underwriting
• Experience with mortgage LOS and CRM systems
• Strong organization and follow-up skills
• Strong verbal and written communication skills
• Ability to independently manage multiple files and deadlines
• Comfortable communicating directly with borrowers and industry professionals
• Experience with Encompass, Calyx, or a similar LOS
• Familiarity with Microsoft Word, Excel, Outlook, DocuSign, and document management systems
• Ability to work onsite in City of Industry

Preferred Experience

• Prior Loan Officer Assistant or Loan Processor experience
• Bilingual Mandarin and English
• Conventional and Non-QM mortgage experience

Final loan qualification, pricing, and other licensed mortgage activities are handled by the Loan Officer or other authorized personnel.

NMS Disclaimer

Client requirements and hiring decisions are set by the hiring company. Please ensure your application details align with your resume and reflect your direct experience. Thank you for your interest!