Mortgage Loan Assistant — Closing Support & Documentation

SimplyPMG; Norcross (GA); On-site; USD 36,000 - 52,000; Full time

Job summary

Panorama Mortgage Group in Norcross, GA is seeking a Loan Officer Assistant to act as a liaison between the Loan Officer, borrowers, and operations. The role supports smooth closings by ensuring clear communication and timely documentation.

Responsibilities include collecting missing documents, coordinating with the Processor, updating status, and maintaining client and referral partner databases. Strong organizational and communication skills are essential.

Qualifications

• High school diploma or equivalent; at least two years of experience in mortgage lending or related field.
• Ability to manage multiple priorities with strong attention to detail and organization.
• Works with a sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism with customers.
• Proficiency with data entry, PDF software, Word, and Excel.
• Strong verbal and written communication skills; basic math.
• Ethical and aligned with company values.

Responsibilities

• Assist Loan Officer as needed (excluding any licensed activity).
• Collect missing documentation from borrowers to complete loan files.
• Work with the Processor to gather documentation to clear Loan Officer conditions.
• Update the Loan Officer on status and copy Loan Officer on correspondence.
• Order verification of employment (VOE).
• Stack files for processing.
• Manage client and referral partner databases.
• Handle basic office functions including phone calls and scheduling.
• Adhere to Company Handbook policies and procedures.
• Perform other duties as assigned.

Skills

Data entry

PDF software

Microsoft Word

Excel

Verbal communication

Written communication

Customer service

Multitasking

Organizational skills

Education

High School Diploma

Mortgage lending experience (2+ years)

Job description

Panorama Mortgage Group in Norcross, GA is seeking a Loan Officer Assistant to act as a liaison between the Loan Officer, borrowers, and operations. The role supports smooth closings by ensuring clear communication and timely documentation.

Responsibilities include collecting missing documents, coordinating with the Processor, updating status, and maintaining client and referral partner databases. Strong organizational and communication skills are essential.