Mortgage Loan Officer Assistant

Mortgage Loan Partner I - LPI

Starting pay rate ranges between $17.50 to $21.35/hr DOE and includes the potential to earn monthly bonuses based on production.

This position reports to our Fredericksburg VA office but will be offered as a hybrid work schedule with the ability to work from home.  Candidates must be able to work in the office as needed.

The Loan Partner I (LPI) is a critical member of the origination team responsible for supporting a high producing Loan Officer through expert loan structuring pipeline management and client communication. Youll work closely with clients and agents throughout the pre-approval process while ensuring each file is set up for a smooth and successful closing. This position combines technical mortgage knowledge with strong communication and organizational skills - perfect for someone who loves precision process and people. 

Join the Summit team if youre ready to grow your career in a supportive high-performance environment. Wed love to meet you. Apply today and discover why Summit Funding is where loan professionals come to build their future.

What our Loan Partner I is responsible for:

• Review loan application for accuracy and completeness. 
• Analyze income credit and assets to structure loans per FNMA FHLMC VA and HUD guidelines. 
• Prepare issue and maintain client pre-approvals following Summits branch standards and checklists. 
• Coordinate and schedule client consultations and follow-up appointments for the Loan Officer.
• Utilize Salesforce and Summit systems to track leads manage follow-up and maintain CRM data integrity.
• Support pipeline communication with clients real estate partners and internal team members.
• Assist with marketing database management and branch growth initiatives. 

Qualifications :

• 1-3 years of recent mortgage experience preferred (Loan Partner Loan Officer Assistant or Processor).
• Strong working knowledge of conventional FHA VA and USDA programs.
• Skilled in loan structure income calculation and file review.
• Proficient in Salesforce Encompass or similar CRM/LOS systems.
• Exceptional attention to detail follow-through and communication skills.
• Passionate about creating an outstanding client experience.
• The ability to work a hybrid work schedule reporting into the office as needed.

IND1

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

No

Employment Type :

Full-time