Loan Officer Assistant — Pipeline & Client Experience

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Triad Financial Services, Inc. in Jacksonville, FL seeks a Loan Officer Assistant to provide administrative, operational, and sales support to Loan Officers throughout the loan origination process.

This position serves as a development path toward a Loan Officer role, while helping maintain compliance and delivering an efficient borrower experience from application through closing. Responsibilities include pipeline management, coordinating with Processing, Underwriting, Closing, and Funding, and

Qualifications

• High school diploma or equivalent required.
• Associate's or Bachelor's degree preferred.
• Experience with mortgage or consumer lending processes and documentation.
• Familiarity with loan origination systems, CRM platforms, and electronic document tools.
• NMLS licensing, or the ability to obtain applicable licensing, as required.
• Experience as a Loan Officer Assistant, Loan Coordinator, Processor, or lending support professional.

Responsibilities

• Assist Loan Officers with managing active loan pipelines to ensure timely progression through the origination process.
• Coordinate with Processing, Underwriting, Closing, Funding, and other internal teams to facilitate loan movement as needed.
• Maintain accurate and timely pipeline notes within applicable systems.
• Serve as a backup point of contact for routine client and borrower inquiries and status updates.
• Contact borrowers to obtain missing documents, signatures, and information.
• Communicate loan status updates while adhering to regulatory and licensing requirements.
• Manage incoming email, documents, and routine correspondence.
• Prepare disclosure packages and supporting documents as permitted by company policy and applicable licensing requirements.
• Assist with the completion of clerical fields within applicable systems.

Skills

Organizational skills

Verbal and written communication

Attention to detail

Time-management

Independent and collaborative work

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Loan origination systems

CRM platforms

Electronic document tools

Microsoft Office

Job description

Triad Financial Services, Inc. in Jacksonville, FL seeks a Loan Officer Assistant to provide administrative, operational, and sales support to Loan Officers throughout the loan origination process.

This position serves as a development path toward a Loan Officer role, while helping maintain compliance and delivering an efficient borrower experience from application through closing. Responsibilities include pipeline management, coordinating with Processing, Underwriting, Closing, and Funding, and