Loan Officer Assistant (Onsite Eagle, ID)

CMG Financial; Boise (ID); On-site; USD 40,000 - 60,000; Full time

Job summary

CMG Financial is seeking a Loan Officer Assistant for their Eagle, ID Branch, supporting the loan officer by ensuring timely closing of loans. The ideal candidate should have strong communication skills, experience in the mortgage industry, and the ability to provide exceptional service.

This position requires onsite work, a proactive approach to customer interactions, and the versatility to handle various administrative tasks, including marketing initiatives and expense reporting.

Qualifications

• Prefer 2+ years of experience in the mortgage industry but willing to train someone excited to get into mortgage.
• Must be able to work onsite in Eagle, ID.
• High level of integrity and confidentiality required.

Responsibilities

• Assist the Loan Officer by ensuring timely closing of loan files.
• Calculate income and run numbers for loans.
• Provide administrative support to the Regional Manager.

Skills

Excellent communication and customer service skills

Strong knowledge of mortgage industry and terminology

Proficient in Microsoft Office

Experience with Byte and other LOS software

Education

2+ years of experience in the mortgage industry

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Description

CMG Home Loans is seeking a Loan Officer Assistant (Production Assistant) to support our Eagle, ID Branch (Boise, ID area) and the Loan Officer by ensuring timely closing of loan files by coordinating with operations staff and maintaining proactive communication with customers. The ideal candidate will be comfortable engaging with clients daily and providing exceptional service throughout the loan process. Must be able to work onsite at the Eagle, ID Branch.

Essential Duties and Responsibilities

• Request disclosures
• Calculate income and run numbers for loans to ensure viability
• Work with complicated tax returns
• Open escrow, collect fees, and order preliminary title report
• Order appraisals
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loan documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores
• Assist with marketing initiatives, including event coordination, social media support, and preparation of promotional materials
• Submit and track expense reports accurately and in a timely manner
• Provide administrative support to the Regional Manager, including scheduling, preparing reports, and managing correspondence

Qualifications and Experience

• Prefer 2+ years of experience in the mortgage industry but willing to train someone excited to get into mortgage
• Must be able to work onsite in Eagle, ID
• Excellent communication and customer service skills
• Strong knowledge of mortgage industry and terminology
• Experience with Byte and other LOS software preferred
• Proficient in Microsoft Office, Word, Excel, Outlook, etc
• Excellent written and oral communication skills
• Ability to work in a fast‑paced fluid environment
• High level of integrity and confidentiality required

Supervisory Responsibilities

Direct Reports: NA

Physical and Environmental Conditions

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

Base Compensation

This role is currently allocated for candidates within geographic regions that do not currently require base wage disclosure. The compensation range for this position will be provided upon request. (Due to their geographic location, residents of the states of CA & CO, and for NY are excluded from this role at this time.)

CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement. CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company’s gift to CMG Financial and may be forwarded to our recruiters for their attention.

CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [e-mail].