Mortgage Loan Assistant bei BankFirst Financial Services

Position Summary

The Mortgage Loan Officer Assistant supports assigned Mortgage Loan Officer(s) by providing administrative, operational, and customer service assistance throughout the mortgage origination process. This position helps ensure loans are originated, processed, and closed in a timely, accurate, and compliant manner, while delivering a positive experience to clients and business partners.

Key Responsibilities

• Assist loan officers with daily pipeline management and maintain accurate loan origination records.
• Collect, review, and verify borrower documentation, ensuring compliance with internal policies, investor guidelines, and all regulatory requirements.
• Communicate with borrowers, realtors, title companies, attorneys, and other stakeholders to provide timely updates and resolve inquiries.
• Prepare and organize loan files for underwriting, processing, and closing.
• Monitor progress of loan applications, identify missing or incomplete information, and proactively follow up to keep files on track.
• Perform accurate data entry and document uploads within the Loan Origination System (LOS).
• Support compliance with CFPB, FDIC, and Fair Lending regulations by adhering to all internal quality controls.
• Assist with scheduling, appointment preparation, and marketing/outreach tasks as directed by loan officers.

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Prior experience in mortgage lending, banking, or financial services strongly preferred.
• Familiarity with mortgage processes, compliance requirements, and loan origination systems (Encompass, Calyx, or similar).
• Strong organizational skills with attention to detail and ability to meet deadlines in a fast-paced environment.
• Excellent interpersonal and communication skills, both written and verbal.
• Demonstrated ability to handle confidential information with professionalism and discretion.

Equal Employment Opportunity Statement

BankFirst Financial Services is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other legally protected characteristic. All employment decisions are based on qualifications, merit, and business needs.