Home Lending Loan Officer Assistant
Job Details
Puyallup Home Lending - Puyallup, WA
Full Time
High School


Provides administrative and customer service support to the mortgage loan officer in a high-production environment. Performs clerical duties, including verifying, compiling and completing mortgage loan application information and database management.

Duties and Responsibilities:

  • Provides clerical support to assist the loan officer in meeting sales goals.

  • Processes mortgage loan documentation.

  • Inputs loan application data into the Loan Operating System.

  • Manages pipeline and closed loan reports to ensure efficient file flow and processing.

  • Prices and locks loans per loan officer requests.

  • Pulls credit reports and pre-qualifies clients per loan officer requests.

  • Scans client documentation into processing software.

  • Maintains and updates client databases.

  • Stays current on loan programs, processes, and procedures related to mortgage originations.

  • Performs clerical duties, such as filing, photocopying, collating, and scanning.

  • Maintains marketing materials for loan officers including client newsletters/flyers.

  • Facilitates and maintains communication between loan officers, clients, real estate agents, branch staff, insurance agents, closing agents, and outside vendors.


Required knowledge and skills:

  • High School Diploma or GED required.

  • One-two years of previous mortgage banking experience preferred.

  • Strong customer service and interpersonal skills.

  • Excellent written and verbal communication skills.

  • Must demonstrate a high level of organization, attention to detail, and thoroughness.

  • Knowledge of mortgage banking procedures including an understanding of loan processing.

  • Computer skills in MS Office Suite, spreadsheets, and database lending software.

  • Must be able to handle pressure situations and meet deadlines.