Mortgage Loan Assistant

Griffin Funding; Irvine (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Griffin Funding in Irvine is looking for a hybrid LOA/LO support specialist to assist a high-producing Loan Officer. This role focuses on acquiring new clients, managing pre-submissions, and ensuring a smooth pipeline process. Ideal candidates will have 6-18 months of mortgage experience, strong verbal and written communication skills, and familiarity with CRM systems. The position requires active participation in sales outreach, lead follow-ups, and effective documentation management. Griffin Funding offers a supportive team environment with a focus on client-centric service.

Qualifications

• Communicates clearly and proactively with team members and clients.
• Detail-oriented, catching mistakes while maintaining efficiency.
• Able to manage multiple files and stakeholders effectively.
• Client-confident when interacting with borrowers and realtors.
• Takes ownership of assigned files, ensuring they are managed correctly.
• Works well in a team, supporting colleagues and enhancing overall efficiency.

Responsibilities

• Review and manage the active pipeline of files.
• Communicate status updates to borrowers and realtors.
• Assist Loan Officer (LO) in managing client relationships.
• Support front-end sales activities and lead nurturing.
• Maintain accurate CRM records and pipeline status.

Skills

Strong communication skills

Detail-oriented

Organizational skills

Client confidence

Team collaboration

Education

NMLS license preferred

6–18 months of experience in mortgage

Tools

CRM systems

Pipeline tracking tools

Job description

About Griffin Funding

Griffin Funding is a full-service mortgage lender licensed across the U.S. and committed to making homeownership more accessible. We’re a VA Approved Lender and FHA Non-Supervised Lender with a reputation for speed, service, and doing right by our borrowers. We’re a team of people who take their work seriously, support each other, and believe that how you treat a borrower at every step of the process matters.

About the Role

This is a hybrid LOA/LO support role — not a purely administrative position, and not a full originator role. You’ll be working directly alongside a high-producing Loan Officer, focused on the front end of the business: bringing in new clients, managing early-stage relationships, and keeping the pipeline full and moving. Once a file goes into processing, it transitions to a Mortgage Loan Partner who owns that client relationship through close. Your focus stays on new business acquisition — which means you’re always working the front of the funnel, not getting buried in back-end file management.

This role is based in our Irvine office.

A Day in the Life

Morning

• Review the active pipeline and flag any pre-submission files that need attention
• Reach out to borrowers and realtors with status updates and next steps
• Collect outstanding documentation and keep pre-approval files moving toward submission
• Assist with scheduling consultations and managing follow-ups for the LO

Afternoon

• Support front-end sales activity — outreach, follow-ups, and lead nurturing
• Coordinate handoffs to the Mortgage Loan Partner once files are ready for processing
• Maintain CRM notes and pipeline accuracy so the LO always has a clear view of what’s in the funnel
• Assist with loan structuring and pre-approval preparation in coordination with the LO
• Close out the day with pipeline current, open items documented, and tomorrow’s priorities clear
• Drive new business activity alongside the LO — lead intake, consultations, follow-ups, and pipeline development
• Manage pre-approval files from intake through submission, keeping documentation complete and compliant
• Coordinate smooth handoffs to the Mortgage Loan Partner once files move into processing
• Serve as a key point of contact for borrowers and realtors during the pre-submission stage
• Maintain pipeline accuracy in the CRM — notes updated, statuses current, tasks completed
• Assist with loan structuring and submissions in coordination with the LO
• Support scheduling and relationship management so the LO can focus on high-value conversations

Key Characteristics

We’re looking for someone who:

• Communicates clearly and proactively. You don’t wait to be asked — you send the update, make the call, and keep everyone informed.
• Is detail-oriented without being slow. You catch what others miss, but you also know how to move.
• Can hold the full picture. Multiple files, multiple stages, multiple stakeholders — you keep it organized without losing the thread.
• Is client-confident. You’re comfortable on the phone with borrowers and realtors, and you represent the team well.
• Takes ownership. When something is your file, you treat it that way. You don’t wait for someone to follow up on you.
• Works well within a team structure. You understand your lane, collaborate closely with the LO and Mortgage Loan Partner, and make the whole team more effective.

What We’re Looking For

• NMLS license preferred but not required — unlicensed candidates with strong mortgage experience will be considered
• 6–18 months of experience in mortgage — LOA, LO, or a combination
• Familiarity with lead intake, client pipeline management, and loan structuring
• Experience with CRM systems and pipeline tracking tools
• Strong communication skills — written and verbal
• Based in Irvine (this is an in-office role)

Job Requirements

Griffin Funding, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Griffin Funding, complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

NMLS #1120111

VA Approved Lender ID: 9088650000

FHA Non-Supervised Lender No.: 01472-0000-3