Job Description

Loan Officer Assistant

Location : On-site Charlotte, NC

SMART. HUNGRY. HONEST.

At Rosegate Mortgage, we don't just process loans-we build relationships, drive innovation, and shape the future of mortgage lending. We're a team that shows up every day with purpose, passion, and integrity. If you're SMART, HUNGRY, and HONEST, you'll feel right at home here.

We're seeking a LOA who is already experienced in the role, someone who thrives in a fast-paced, compliance-driven environment and is passionate about delivering accurate, timely mortgage applications that support a seamless borrower experience.

Position Summary: A Loan Officer Assistant provides administrative and operational support to loan officers, ensuring efficient processing of mortgage applications and exceptional customer service. This role is responsible for managing documentation, coordinating with internal departments, and maintaining compliance with regulatory requirements. This is a critical role to ensure a smooth loan experience from application to closing, as you will be working directly with Loan Officers, Loan Processors, and Clients.

Key Responsibilities:

• Gather and organize necessary documentation from clients, including income statements, tax returns, and identification.
• Ensure all documents are complete, accurate, and comply with regulatory requirements.
• Review and analyze clients' income sources and financial statements.
• Perform calculations to verify and document clients' income for loan qualification purposes.
• Evaluate clients' asset documentation, including bank statements and investment records.
• Ensure accuracy and completeness of asset information in the loan application.
• Facilitate electronic signing of loan documents by clients.
• Ensure all necessary e-signatures are obtained and documents are properly filed.
• Order property appraisals as required by the loan process.
• Coordinate with appraisal vendors and ensure timely delivery of appraisal reports.
• Monitor and track the progress of loan applications through various stages of the pipeline for assigned loan officers.
• Maintain accurate and up-to-date records in the loan management system.
• Communicate with clients and internal team members to address any issues or delays.

Qualifications:

• 2+ years of experience as a Loan Officer Assistant or Loan Processor
• Experience analyzing different types of client income (W2, 1099, Tax Returns, etc.).
• Ability to multi-task and remain organized.
• Proficient in CRM, LOS, & POS systems.
• Experience working with multiple lenders.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced and team-oriented environment.
• Bilingual in English and Spanish is preferred, but not required.

Benefits:

• Growing company
• Caring leadership & support
• Competitive salary
• Health, dental, and vision insurance
• Company-Paid Short-Term Disability & Life Insurance
• 401(k) plan with company match
• Paid time off and holidays
• Professional development opportunities

Ready to Be a Part of Something Great?

If you're ready to take your mortgage career to the next level and be part of a company that values vision, integrity, and hustle, apply now. Let's build the future of mortgage-together.

Rosegate Mortgage is an equal-opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Rosegate Mortgage | NMLS: 2020757| | Equal Housing Opportunity | Licensed in AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NH, NJ, NM, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WV, WI, WY | 11225 N Community House Rd, Charlotte, NC 28277 | 980-441-1411 |

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