Mortgage Loan Officer Assistant

Job Description

Job Description

Mortgage Loan Officer Assistant - Grayslake Office

High-Impact, Client-Facing Role | Top-Producing Purchase Team

If you love talking to people and being the first trusted voice a buyer hears — keep reading. If you prefer hiding behind files and avoiding phones, this is not your jam.

We’re a high-performing, referral-driven mortgage team looking for a Specialist to own the front end of the pipeline, have a crazy-high sense of urgency, and love to figure out and solve mortgage problems like a Rubik's Cube.

You’ll be the gatekeeper, the quarterback, and the reason deals actually get to contract.

Compensation

Base Salary: $55,000 – $65,000(depending on experience)

Performance Upside (recommended):

• Bonuses per closed loans
• Annual upside for the right performer: $75,000–$90,000+

Benefits

• Full health, dental, vision
• 401(k) + stock ownership
• PTO and paid holidays
• Stable hours: 8:30–5:30 CST, Mon–Fri
• No weekends. No chaos.

$55,000 - $65,000 yearly

What You’ll Own (a.k.a. Why This Role Matters)

Lead Conversion & First Contact

• Be the first human voice new buyers hear — by phone, text, and email
• Chase, track, and convert inbound warm leads (speed matters)
• Set expectations, build rapport, and move clients forward decisively
• Schedule & prepare high-quality Discovery Meetings for the Loan Officer

Pre-Approvals & File Prep

• Guide clients through SimpleNexus document uploads
• Complete applications, utilize Encompass to work up and structure the Pre-Approvals
• Submit accurate, complete pre-approvals within 24 hours
• Build scenarios and collaborate with underwriting/investors as needed

Client & Realtor Communication

Weekly check-ins with:

• Pre-approved clients
• Actively searching for property homebuyers
• Referral Partners
• Be relentlessly proactive — no ghosting, no dropped balls

Team Collaboration

• Participate in daily huddles and weekly pipeline reviews
• Support the LO with follow-up calls and client handoffs
• Improve systems, scripts, and workflows as you go
• Help the team get better every month (not just “do your job”)

Who Crushes in This Role

You’ll thrive here if you are:

• Fast, organized, and dangerously good on the phone
• Comfortable driving conversations and asking for decisions
• Obsessed with follow-up and details
• Calm under pressure and allergic to missed deadlines
• Independent, but a strong team player

Requirements (Let’s Be Honest)

Must-Have

• 3–5+ years of mortgage experience (front-end strongly preferred)
• Solid understanding of DU/LP and pre-approval workflows
• Experience with correspondent/wholesale lenders and UNDERSTANDING of how to read guidelines
• Strong CRM, Excel, and general tech skills
• Confident communicator — phone, text, email

Nice-to-Have

• NMLS license (or willingness to get it)
• SimpleNexus & Encompass experience
• Experience building or improving lead follow-up systems
• Strong purchase loan knowledge (Conv/FHA/VA)

We’re not the kind of mortgage company that looks for the easiest files — we’re the team people call when other lenders can’t get the job done.

We love helping clients who have been told “no” elsewhere and finding solutions that truly change lives. Whether it’s a first-time homebuyer, someone rebuilding financially, or a client with a complicated situation, we believe everyone deserves someone in their corner who genuinely cares and works hard for them.

Our team is built around problem-solving, relationships, and delivering an exceptional experience for every client and referral partner. We work hard, move fast, and take pride in helping people achieve goals they didn’t think were possible. We don’t do “volume at all costs.”

We do relationships, precision, and long-term referrals .

Every file represents a family making a life decision. We take that seriously — and we expect you to as well.

If you want a role where your work directly impacts closings, referrals, and growth — this is it.