The Loan Assistant performs administrative and processing duties for Mortgage Planners. The primary responsibilities are to provide administrative, processing and organizational support for effective movement of a loan applicant package. Responsibilities include screening calls, preparing loan packages for submittal and communicating with vendors, clients and staff. You will be responsible for performing a variety of loan documentation duties-reviews loan package against system or investor requirements, correct errors to loan packages and obtain missing information.


• Relieves the Mortgage Planner of administrative tasks and coordinates loan work flow

• Review Purchase Agreements, Appraisals, Tax Forms and Title documentation

• Check deadlines on incoming requests and prioritize daily tasks accordingly

• Process applications from time of receipt of application to submission of the loan package to underwriting.

• Gather, organize and track loan documentation

• Work with lenders, applicants, underwriters, appraisers and other’s to complete processing

• Resolve customer service issues

• Verify customer income documentation and resolve routine title issues including vesting issues and various liens

• Execute closing actions to ensure a timely and effective closing process


• Processing experience, FHA experience, VA and multi-state processing a plus

• Proficient in the following software systems: Encompass, Microsoft Office Suite and AUS

• Tactfulness and proven ability to handle sensitive and confidential situations

• Thorough knowledge of federal and state regulations and requirements with emphasis on MDA, TILA and RESPA reform.

• High energy, self-motivated and service-oriented attitude

• Strong interpersonal, written and verbal communication skills

• Strong organizational skills, attention to detail and problem-solving skills

• Ability to handle extensive pipeline and ability to meet deadlines in a fast paced environment

• Demonstrate sensitivity and tact in handling highly confidential information.