Mortgage Loan Officer Assistant – Fast-paced Growth

Truehold; United States; Remote; USD 48,000 - 68,000; Full time

Job summary

Truehold is expanding its Truehold Financial mortgage division and seeks a Loan Officer Assistant to support Loan Officers, manage loan pipelines, and coordinate with borrowers and Operations across DSCR, RTL/Fix-and-Flip, and Non-QM programs.

In this role you will collect documentation, track disclosures, review files for completeness, maintain LOS/CRM records, and help move loans toward closing while delivering an outstanding customer experience.

Qualifications

• 2+ years of mortgage industry experience supporting Loan Officers, Processing, or Operations
• NMLS licensed or have the ability to get licensed
• Experience with business purpose lending (DSCR, Non-QM, investor, or bank statement loans) preferred
• Strong understanding of the mortgage origination process and loan documentation
• Excellent organizational, communication, and customer service skills
• Experience with mortgage technology platforms (LOS, CRM, and Microsoft Office)
• Ability to manage multiple loan files in a fast-paced environment

Responsibilities

• Support Loan Officers throughout the loan lifecycle, from application through funding
• Serve as a borrower contact, collecting documentation and providing timely updates
• Prepare, deliver, and track required disclosures and redisclosures
• Review loan files for completeness and identify missing or outstanding conditions
• Deliver appraisals and property valuations to borrowers when required
• Maintain accurate loan records within the LOS and CRM
• Identify and upscale issues that could delay closing
• Help improve borrower experience through responsive, proactive communication

Skills

Organizational skills

Communication skills

Customer service excellence

Multitasking

Tools

LOS

CRM

Microsoft Office

LendingPad

Salesforce

Job description

Truehold is expanding its Truehold Financial mortgage division and seeks a Loan Officer Assistant to support Loan Officers, manage loan pipelines, and coordinate with borrowers and Operations across DSCR, RTL/Fix-and-Flip, and Non-QM programs.

In this role you will collect documentation, track disclosures, review files for completeness, maintain LOS/CRM records, and help move loans toward closing while delivering an outstanding customer experience.