Mortgage Loan Officer Assistant

Morgan Financial
Melbourne, FL
Benefits:

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Is the Mortgage Loan Officer Assistant position right for you?

  • Interested in learning the mortgage industry from the ground up?
  • Want to be part of a wolf pack and less of a lone wolf?
  • Driven to succeed and interested in the success of those around you?

If you answered yes to any of the above, you don't want to be here, you need to be here.

Morgan Financial is a growing, customer-centric, Mortgage Banker located in Rockledge, FL. We are looking for top talent to join our successful team.

We're looking for someone with general mortgage industry knowledge that can plug-in to our fast-paced environment. We offer a positive and rewarding work environment with competitive compensation and benefits. This position is a full-time position that requires a highly energetic, motivated, and detail-oriented person.

Primary Responsibilities

  • Calling prospective leads and getting them scheduled to speak with the loan officer
  • Gathering borrower documents for mortgage applications for VA, conventional and jumbo mortgages
  • Preparing packages for loan approval and closing
  • Verifying accuracy of documentation received (I.E. applications, credit, appraisals, title, insurance, etc.)
  • Ensure accuracy to data input into systems
  • Manage pre-closing activities/checklists while simultaneously analyzing new originations
  • Provide remarkable customer service
  • Answering phone / Taking messages
  • Setting calendar / Scheduling appointments
  • Answering customer questions
  • Scanning / Copying
  • Maintaining (and/or Obtaining) a Mortgage Loan Originator License (not required to have before you start)

To be successful in this position, you will need to be able to:

  • Work both independently and as part of a team
  • Be efficient and proactive in completing tasks and problem solving
  • Be a multi-task master
  • Articulate complex information in an easy to understand manner
  • Be punctual
  • Exceed goals
  • Provide outstanding customer service
  • Be self-directed
  • Exhibit strong work ethic
  • Demonstrate superior communication skills (both written and verbal)
  • Solid business competencies and computer skills
  • Highly organized with strong attention to detail
  • Take ‘tasks’ away from Mortgage Loan Officers so they can spend more time selling
  • Comfortable with making "cold calls" (you're helping to follow up)

Requirements:

  • 1-3 Years professional experience is required (minimum requirement will vary with education)
  • Mortgage experience is a plus, but not required
  • Familiarity with Encompass LOS is a plus
  • A NMLS Mortgage Loan Originator License is required (or must obtain within six months of hire)

Morgan Financial is an Equal Employment Opportunity employer.

Morgan Financial affords equal employment opportunity to all qualified individuals.
Posted 2025-11-14

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