Loan Officer Assistant (Franklin, TN)

Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As a Loan Officer Assistant, you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process.

You’ll be the go-to person for clients, helping guide them from application through closing, and making sure nothing falls through the cracks. If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.

This position is onsite at our Franklin, TN Branch 

ESSENTIAL DUTIES AND RESPONSIBILITIES: Depending on background and experience

• Answering phones, scheduling, meeting with clients if necessary
• Request disclosures and order appraisals
• Open escrow, collect fees and order preliminary title report
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores
• Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone.
• Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines.
• Learning new products, techniques, strategies, and process flow to constantly pursue increased customer experience, internal efficiency, and team communication.

QUALIFICATIONS AND EXPERIENCE: 

• Must be able to work onsite at our Franklin, TN branch office.
• 2years of experience in the mortgage industry preferred but not required
• Familiarity with mortgage terminology and loan processes
• Experience with Point software is a plus
• Comfortable using Microsoft Office (Word, Excel, Outlook)
• Strong communication skills and a customer-first mindset
• Highly organized with great attention to detail
• Able to thrive in a fast-paced, ever-changing environment
• Professional, dependable, and able to handle sensitive information with care 

SUPERVISORY RESPONSIBILITIES: Direct Reports: NA

PHYSICAL and ENVIRONMENTAL CONDITIONS:  

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

COMPENSATION:

This is an hourly position plus a potential bonus. Compensation depends on experience, administrative skills, education, mortgage experience, and prior industry experience. (Due to their geographic location, residents of the states of CA & CO, and for NY are excluded from this role currently.)