About the Role
We’re looking for a dedicated, relationship-focused Loan Officer Assistant / Production Manager to join a high-producing mortgage team. This is a hybrid position with in-office hours worked at our branch in Columbia, Maryland or Herndon, Virginia.
Our mission is simple but powerful: to empower people with clarity to make the smartest money decisions — and to serve them well beyond the closing table. If you take pride in excellence, organization, and authentic connection, you’ll thrive in this role.
You’ll be joining an established, vibrant team with a steady flow of warm, qualified leads and trusted referral partners. Your focus is on quality, service, and precision, not chasing business.
This position is ideal for a mortgage professional who understands the business, values integrity and teamwork, and wants to make a real impact — not just process loans and do input. You’ll help nurture client interactions, ensure clean, compliant files, and create a smooth experience for every borrower.
What You’ll Do
- Pre-screen and qualify direct leads to ensure a high-touch, consultative client experience from the start.
- Input and maintain accurate loan application and compliance data in our LOS and CRM systems.
- Coordinate with clients and the loan officer to collect initial documentation and prepare files for submission.
- Manage and organize the client database, ensuring timely follow-ups and relationship nurturing before, during, and after the loan process.
- Support business operations by keeping communication clear, consistent, and professional between all parties involved.
- Streamline systems and processes to help the team operate efficiently and deliver a best-in-class client experience.
What You’ll Not Do
We believe in clarity, so here’s what this role does not include:
- ❌ You will not be responsible for prospecting new referral partnerships or generating new business — we already have a strong network of trusted partners and a consistent flow of warm, direct leads.
- ❌ You will not be tasked with lead generation — your time is focused on nurturing and qualifying clients who already want to work with us.
- ❌ You will not manage the full loan pipeline or milestone tracking beyond origination — another experienced Loan Officer Assistant and our processor handle those stages.
- ❌ You will not be bored. Our pipeline is consistently active, with an abundance of opportunity that rewards initiative, attention to detail, and proactive communication.
