Loan Officer Assistant Job at The Method Staffing, Boca Raton, FL

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  • The Method Staffing
  • Boca Raton, FL

Job Description

Job Description

Loan Officer Assistant

About the Role

We’re seeking a detail-oriented Loan Officer Assistant to support a high-volume mortgage team. In this role, you’ll play a key part in the loan process—guiding borrowers through the initial steps, reviewing applications, and ensuring each file is accurate, complete, and ready for successful submission.

What You’ll Do

• Take mortgage applications verbally over the phone using an intake system.

• Review online mortgage applications for accuracy and completeness.

• Collect, organize, and verify borrower documentation (income, assets, credit, etc.).

• Cross-check applications against supporting documents to maintain accuracy and compliance.

• Collaborate with Loan Officers to help structure loans based on qualifications and program guidelines.

• Update and maintain records across multiple technology platforms.

• Communicate clearly with borrowers, real estate agents, and internal team members to keep the process moving smoothly.

• Support a fast-paced, high-volume pipeline while maintaining strong attention to detail.

What We’re Looking For

• Experience as a Loan Officer, Loan Officer Assistant, Mortgage Loan Processor, or Mortgage Underwriter.

• Strong attention to detail with the ability to review and validate financial documents.

• Excellent verbal and written communication skills.

• Comfort working with technology (CRM, LOS, document management systems).

• A self-starter who thrives in a collaborative, team-focused environment.

• Highly organized with the ability to manage multiple files and deadlines.

Why This Role Stands Out

• Opportunity to contribute to a modern, growth-focused mortgage team.

• Clear potential for career development and internal advancement.

• Access to streamlined, user-friendly tools and systems.

• Supportive culture that values both relationships and results.

• Competitive compensation and benefits.

Job Tags

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