Location
región centro
Job Type
Full-time
Posted
June 17, 2026
Job Description
Overview
The Loan Officer Assistant serves as a flexible team member with the final goal of increasing service levels within the branch while freeing up time for the Branch Manager, Sales Manager and Loan Originators. This individual is the primary contact for clients and aids clients with applications and reviewing documentation.
Responsibilities
- Communicates with and liaises between clients, Branch Managers, Sales Managers, Loan Originators, and other interested parties in matters relating to active loan files, answering questions and providing updates.
- Communicates with leads that are interested in applying for a mortgage loan.
- Tracks quality of service and satisfaction from clients and obtains referrals from all clients.
- Aids clients in completing applications over the phone.
- Reviews loan applications for each customer file to ensure completeness.
- Tracks all requested documents in Enco...