Loan Assistant (Entry-Level)

A financial services organization in Texas is seeking a Loan Officer Assistant to join their team in a fast-paced, high-volume environment in Dallas.

About the Opportunity:

• Shift: Day
• Schedule: Monday to Friday
• Hours: 8am to 4:30pm
• Setting: Hybrid (4 days per week onsite)

Responsibilities:

• Support mortgage loan officers with document collection and follow-up with members by phone and electronically
• Review loan applications for completeness, accuracy, and required supporting documentation
• Help progress mortgage applications through the credit review process by gathering and organizing needed information
• Respond to member inquiries with timely, professional, and service-focused communication
• Provide backup support to loan officers and assist with related administrative and documentation tasks

Qualifications:

• 1+ years of customer service, retail, call center, or other high-volume service experience
• High School Diploma / GED
• Strong computer skills and the ability to learn new systems and processes quickly
• Strong attention to detail, communication skills, and the ability to work accurately with numbers and documentation
• Ability to work independently and in a team environment
• Experience providing professional member or customer service in a fast-paced environment
• Ability to review and interpret complex written documents

Desired Skills:

• Associate's and/or Bachelor's Degree
• Mortgage Lending experience
• Banking experience.
• Administrative or office support experience