Loan Officer Assistant / Loan Partner

About the role

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The Loan Officer Assistant (LOA) supports Loan Officers in cultivating client relationships and preparing complete, clean files for processing. They speak with and advise clients who are early in the home financing process on long-term planning and navigation of the process. They also reach out to clients as directed by the Loan Officer or the company to create touchpoints and cultivate relationships. Finally, they may set up files, ensure data accuracy, handle AUS submission, and lender registration as requested by the Loan Officers. Initially you will be assisting 3 seasoned LOs in our Cherry Creek branch location and may support additional LOs remotely.

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This is a detail-driven, execution-focused role critical to operational excellence and loan quality.

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If licensed, the LOA may also originate mortgages via their own self-sourced referral partners, but does not receive company-sourced leads.

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Performance Expectations

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• File setup 
• Reduction in redisclosures and compliance cures
• High data integrity with minimal underwriting revisions
• Clear, proactive communication with clients, Loan Advisors, and the processing team. 
• Consistent adherence to internal turn-time and quality standards

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Qualifications

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• 2+ years of mortgage industry experience preferred
• Working knowledge of conventional, FHA, VA, and agency guidelines
• Experience with AUS systems
• Familiarity with mortgage compliance and disclosure standards
• Strong analytical and organizational skills
• Exceptional attention to detail
• Proficiency in LOS platforms and pricing engines
• Strong written and verbal communication skills

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Core Competencies

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• Accuracy & attention to detail
• Time management & urgency
• Risk recognition
• Process discipline
• Team collaboration
• Accountability

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