Loan Officer Assistant - Pricing

Dominion Financial Services; Baltimore (MD); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Loan Officer Assistant to join its dynamic team. This role is crucial in supporting real estate investors by ensuring the accuracy of loan quotes and borrower records. You will manage data within CRM systems and facilitate smooth transitions from loan quoting to intake. The company values integrity, accountability, and teamwork, creating a supportive environment for professional growth. Join a rapidly expanding firm where your contributions will empower clients to scale their businesses and build lasting wealth.

Benefits

Health insurance

Dental insurance

Vision insurance

401(k)

401(k) matching

Paid time off

Company outings & social events

Virtual events

Companywide competitions and raffles

Personal financial workshops

Qualifications

• 1–3 years of experience in lending, finance, or operations support.
• Strong analytical skills and attention to detail.

Responsibilities

• Ensure accuracy of borrower records and loan quotes.
• Prepare and send preliminary loan quotes using internal tools.

Skills

Analytical Skills

Attention to Detail

Task Management

Education

Experience in Lending or Finance

Tools

Salesforce

Microsoft Excel

Microsoft Outlook

Job description

Who We Are:
Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter. We are currently seeking a detail-oriented and driven Loan Officer Assistant - Pricing to join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation.

Our Company’s Core Values:

• Integrity
• Accountable & Dependable
• Team Centric
• System & Process Oriented
• Service Ethic
• Organized Efficiency - Risk Management & Compliance

Your Impact:

• Ensure the accuracy and completeness of borrower records and loan quotes.
• Support the transition from loan quoting to intake with efficiency and precision.
• Work closely with internal teams to maintain seamless operations in pricing and loan structuring.

In This Role You Will:

• Create and manage borrower records and opportunities in CRM systems.
• Confirm data completeness and accuracy before progressing loans to the next stage.
• Follow defined workflows based on borrower history and system status.
• Prepare and send preliminary loan quotes using internal pricing tools and templates.
• Analyze loan quotes to ensure they align with investor and product guidelines.
• Complete final loan quotes and re-quotes as needed throughout the intake process.
• Ensure internal quote packages are properly structured before transitioning to the next stage.
• Transition loans from quote status into the intake queue.
• Maintain up-to-date loan statuses in internal systems.
• Support internal teams with timely and accurate file setup.
• Work closely with loan officers, processors, and other LOAs to ensure a smooth handoff from quoting to intake.
• Maintain clean and accurate records in CRM and loan origination platforms.

Requirements:

• 1–3 years of experience in lending, finance, or operations support.
• Strong analytical skills with the ability to interpret and apply loan product guidelines.
• Experience working with CRM systems (Salesforce preferred).
• Proficiency in Microsoft Office, specifically Excel and Outlook.
• Excellent attention to detail and process adherence.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off

While At Dominion You Will Enjoy:

• Company outings & social events
• Virtual events
• Companywide competitions and raffles
• Personal financial workshops
• Orioles season tickets