Loan Officer Assistant LOA
Listed on 2026-03-12
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Finance & Banking
Banking & Finance, Mortgage Loan Originator / Advisor, Loan Officer, Banking Operations
Job Description
Johns Creek Mortgage is seeking an experienced, relationship-driven Loan Officer Assistant with a strong preference for active NMLS licensure to support senior loan production while contributing directly to pipeline growth and borrower engagement.
This role is ideal for a high-performing LOA who understands both the mortgage process and sales-driven outreach, is comfortable working a CRM daily, and takes ownership of loan quality, compliance, and client experience from application through post-closing.
Key Responsibilities- Support a Loan Officer throughout the full loan lifecycle, from application through post-closing
- Manage an active pipeline, ensuring timelines, accuracy, and proactive communication
- Prepare, review, and submit complete and compliant loan files in Encompass
- Coordinate with processors, underwriters, agents, and internal teams to move loans efficiently
- Work the CRM daily, maintaining accurate notes, follow-ups, and next steps
- Re-engage inactive or previously unqualified prospects to assess new qualification opportunities
- Proactively contact past clients to identify refinance and repeat‑business opportunities as market conditions change
- Conduct consistent, professional outbound borrower outreach to support pipeline health
- Document all borrower interactions and outreach activity within the CRM
- Ensure all borrower communications and loan activities comply with TRID, RESPA, ECOA, and applicable federal and state regulations
- Maintain clean, accurate documentation to reduce underwriting friction and prevent delays
- Protect the Loan Officer’s time by managing borrower communication, anticipating needs, and prioritizing high-value activities
- Provide administrative and operational support aligned with company standards and workflows
- Take loan applications and discuss loan terms and products with borrowers in compliance with applicable regulations
- Assist with compliant, relationship-based business development activities
- Support borrower pre‑qualification and follow‑up conversations
- Maintain 98%+ file accuracy
- Submit files to jr processing within established company timelines
- Respond to borrower communications within 2-3 hours
- Support a monthly pipeline of 8–20+ active files, depending on market volume
- Demonstrate consistent outreach activity contributing to pipeline growth and stability
- Minimum 3 years of experience as a Loan Officer Assistant, Processor Assistant, or similar role in mortgage lending
- Strong proficiency in Encompass (required)
- Solid understanding of mortgage loan products, documentation, and compliance requirements
- Excellent organizational, multitasking, and time‑management skills
- Strong written and verbal communication skills
- High degree of accuracy and attention to detail
- Active NMLS license strongly preferred
- Sales-oriented mindset with confidence in outbound borrower engagement
- Experience working CRM-driven pipelines and borrower re‑engagement strategies
- Experience in a broker or high-volume lending environment
- Bachelor’s degree in Business, Finance, or a related field preferred
- Proficiency with Microsoft Office Suite
About Johns Creek Mortgage
Johns Creek Mortgage is a growing mortgage company dedicated to delivering exceptional service to borrowers while supporting high-performing loan officers with strong operational infrastructure. Our team values professionalism, compliance, efficiency, and a seamless borrower experience from application through closing.
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