Loan Officer Assistant

About Us:

At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally.

Our Culture:

We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities.

About The Role

We are looking for a detail-oriented and proactive Loan Officer Assistant to support producing mortgage loan officers throughout the loan process. This role focuses on the administrative, operational, and client communication aspects of mortgage transactions, ensuring every file moves efficiently from application to closing. The ideal candidate is highly organized, communicates confidently in English, and can work independently in a fast-paced environment.

Key Responsibilities

• Set up new loan files and collect initial borrower documentation.
• Maintain accurate and up-to-date records in the Loan Origination System (LOS).
• Communicate with borrowers regarding documentation requests and loan status updates.
• Track loan conditions from application through Clear to Close.
• Coordinate with processors, underwriters, title companies, and other third parties.
• Manage follow-ups to ensure deadlines are met and files continue moving forward.
• Support loan officers with calendar coordination and other administrative tasks.
• Provide light marketing support, such as organizing marketing activities, scheduling content, or creating simple marketing materials when needed.
  
  

• Previous experience supporting mortgage loan officers or working in mortgage operations.
• Strong written and spoken English (C1, C2)
• Experience with GoHighLevel (GHL).
• Proficiency with Google Workspace (Docs, Sheets, Gmail, Calendar, Drive).
• Familiarity with Loan Origination Systems (Encompass, Calyx, Byte, or similar).
• Strong organizational and time management skills.
• Ability to work independently and manage multiple files simultaneously.
• Understanding of mortgage documentation and compliance requirements.
  
  

• 10 days off per year
• 3 sick days per year
• 6 US Federal Holidays