Mortgage Loan Officer Assistant Jobs
Mortgage Loan Officer Assistant jobs are open across retail banking, mortgage brokerages, credit unions, and independent lenders, at every level from entry-level to senior, with specializations in conventional lending, FHA and VA loans, and loan processing support. See the openings below and apply to the ones that match your experience.
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Job Description
JOB SUMMARY:
The Mortgage Loan Originator (“MLO”) originates residential mortgage loans in the secondary market, thereby providing a broader array of mortgage loans products to our customers and enhancing the bank’s fee-based income. The MLO is to develop referral relationships with realtors, builders, bankers, and other strategic partners for the purpose of generating residential mortgages through ongoing sales efforts, including Bank’s Affordable Housing Loan Program.
RESPONSIBILITIES:
- Meet with customer or prospective customer to identify client needs and to sell mortgage loan programs.
- Interview applicants and requests specified information for loan applications such as credit history, income, assets, investments, debt, and other necessary documentation such as information about the property.
- Analyze information provided by the customer and identifies customer needs and recommends the appropriate Bank product offerings and options.
- Advise customers on the risks and benefits of an assortment of mortgage loan options to achieve the mortgage loan that is most appropriate based on their individual financial situation while helping them achieve their financial goals.
- Communicate with or interviews applicants or creditors to resolve questions regarding application information.
- Remain primary contact with borrower during application to closing process to obtain documentation necessary to facilitate the mortgage loan process.
- Analyze potential loan markets to develop prospects for loans.
- Develop new business from multiple sources while retaining existing business.
- Develop and maintain working relationships with realtors, builders and other strategic referral partners.
- Responsible for knowing underwriting guidelines and scenarios for conventions, FHA/VA, and subprime mortgages and staying up-to-date on market conditions.
- Cross sell other Bank products to clients as the opportunity arises.
- Maintains thorough knowledge of pricing and underwriting requirements. Must be able to disclose and discuss parameters of various programs including pricing, interest rates, and fees associated with each loan program.
- Submits complete loan packages for processing and final underwriting approval.
- Maintains the ability to pre-qualify clients at initial meeting.
- Works to coordinate efforts to increase loan production.
- Based on the location within a market, may be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
Qualifications
SKILLS/QUALIFICATIONS:
- Bachelor’s degree or three (3) years of direct related experience or equivalent combination of education and experience required.
- Proficiency in Microsoft Office Products
- Must have working knowledge of underwriting guidelines and other related regulations
- Strong sales environment demeanor
- Account Management and customer service focused
- Strong attention to detail and ability to multi-task
- Excellent verbal and written communications skills in Spanish or additional language a plus.
- Ability to identify potential banking opportunities and comfortable work with prospective clients
- Demonstrated strong public speaking ability
- Knowledgeable in automated underwriting engines and capable of reviewing findings with a clear understanding of terms of approval
- Ability to obtain strong product knowledge
- Ability to travel frequently off-site of work location for client meetings or business development functions and opportunities as needed.
- Ability to work flexible hours to meet the client and business development requirements
- Ability to possess a NMLS license or obtain NMLS license within a reasonable timeframe
- Ability to complete ongoing NMLS training and ensure SAFE Act compliance as required
KEY COMPETENCIES:
- Ethical
- Interpersonal skills
- Professional relationship building and client management skills
- Sales driven
- Sitting or standing for extended periods of time.
- Ability to efficiently operate a computer keyboard, mouse and other computer components.
- Ability to converse and exchange information with all levels of staff within organization.
- Ability to observe, perceive, identify, and translate data
- Ability to travel via air, rail, automobile and/or bus.
Company Profile
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Mortgage Loan Officer Assistant Jobs by Experience Level
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Find JobsMortgage Loan Officer Assistant Job Market
Who's Hiring
- Primary Residential Mortgage708

- Satori Mortgage150S
- Leadling63

- Kind Lending60

- Tag Lending Group47

Top Industries Hiring
- Banking & Financial Services47
- Construction & Real Estate12
- Insurance2
What Employers Look For
The qualifications that appear most often in mortgage loan officer assistant jobs.
- Experience with loan origination software such as Encompass or Calyx Point
- Familiarity with FHA, VA, and conventional loan guidelines and documentation requirements
- Active or eligible NMLS registration in the applicable state
- Strong pipeline management and file organization skills across multiple active loans
- Proficiency with mortgage compliance documentation and disclosure timing requirements
- Associate or bachelor's degree in finance, business, or a related field preferred
Tips for Your Mortgage Loan Officer Assistant Job Search
Tailor your resume to loan processing language
Hiring managers scan for terms like pipeline management, loan origination software, and compliance documentation. Pull exact phrases from each job posting and work them into your resume naturally so it clears applicant tracking systems and reads well to a human reviewer.
Highlight your NMLS registration status
Many employers expect you to already hold or be eligible for an NMLS registration. If you have one, list the number and state on your resume. If you're in process, say so explicitly so recruiters don't screen you out before you get a chance to explain.
Apply early to roles that fit
Migrate Mate lists mortgage loan officer assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Show familiarity with your target lender type
Retail banks, mortgage brokers, and credit unions run very different workflows. If you're applying to a broker shop, emphasize your experience coordinating with multiple wholesale lenders. For a bank, highlight internal compliance processes. Matching your language to their context signals real fit.
Prepare for scenario questions about pipeline pressure
Interviewers often ask how you handled a closing deadline that slipped or a file that came back with conditions. Have two or three concrete examples ready that show you stayed organized, communicated proactively, and kept the loan officer informed without being prompted.
Follow up after the interview with a file note
A brief thank-you message that references one specific detail from the conversation, like a loan volume challenge they mentioned, is far more effective than a generic note. It signals attention to detail, which is exactly the trait every loan officer wants in an assistant.
Mortgage Loan Officer Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most mortgage loan officer assistants?
The companies hiring the most mortgage loan officer assistants right now include Primary Residential Mortgage, Satori Mortgage, and Leadling, with the largest share of openings in California, Texas, and Florida, based on current listings on Migrate Mate as of November 2026. Retail banks and regional mortgage brokerages tend to post the highest volume of these roles consistently.
How many mortgage loan officer assistant jobs are remote?
About 69% of mortgage loan officer assistant openings are fully remote or hybrid as of November 2026, with remote availability concentrated in administrative and borrower communication functions rather than roles requiring in-person notary coordination or branch-based closings. Fully in-office positions remain common at smaller community banks and credit unions.
How do you become a mortgage loan officer assistant?
Start by gaining familiarity with mortgage loan documentation and the basic stages of the origination process, either through a finance-related degree or entry-level administrative work in a lending environment. Obtaining an NMLS registration is a practical early step in many states. From there, most people move into the role by applying at retail banks, mortgage brokers, or credit unions and learning loan origination software on the job.
Can you get hired as a mortgage loan officer assistant with no experience?
Yes, some lenders hire candidates with no direct mortgage experience if they have strong administrative, customer service, or financial services backgrounds. Demonstrating comfort with detail-heavy documentation, tight deadlines, and borrower communication goes a long way. Getting familiar with common loan origination platforms before your interview and studying the basic stages of the loan process signals genuine motivation to hiring managers.
What does the mortgage loan officer assistant interview process look like?
Most hiring processes start with a phone or video screen focused on your administrative background and comfort with compliance-heavy documentation. A second round typically involves scenario questions about managing overlapping deadlines or handling a file with missing borrower documents. Some employers include a brief skills assessment or ask you to walk through how you'd organize a loan pipeline from application to closing.
Where can I find and apply to mortgage loan officer assistant jobs?
You can find and apply to mortgage loan officer assistant jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience and location, then apply directly to each one that fits.
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