About the role
Description
This role is based in our Tampa, Florida office.
Position Summary
The Mortgage Loan Originator Assistant serves as the strategic right hand to a high-producing Loan Originator, ensuring the seamless execution of the lending process from initial inquiry through closing.
This role plays a critical part in maintaining pipeline momentum, protecting compliance integrity, and enhancing the client experience. The ideal candidate operates with urgency, attention to detail, and a strong understanding of Agency (Fannie Mae & Freddie Mac) guidelines to proactively identify documentation or eligibility concerns before underwriting submission.
This is a production-support role directly tied to efficiency, quality, and volume growth.
Key Responsibilities
Pipeline & File Management
Ensure loan files move efficiently from application to closing
Monitor key milestones including lock expiration, contingency dates, and outstanding conditions
Gather, review, and organize borrower documentation
Review loan applications for completeness and alignment with Agency guidelines prior to submission
Identify potential income, asset, or credit issues early and escalate appropriately
Maintain detailed and accurate notes within the Loan Origination System (LOS)
Coordinate with Processing and Operations to prevent delays
Client & Partner Communication
Serve as a primary point of contact for borrowers throughout the loan process
Meet with applicants to collect required information and explain loan steps
Schedule client appointments and follow up on outstanding documentation
Provide proactive weekly status updates to borrowers
Communicate professionally with Realtors, Title companies, and referral partners
Production & Sales Support
Support the MLO in maintaining and expanding referral relationships
Assist with marketing initiatives including social media, database outreach, and open house support
Help coordinate client events and brand-building activities
Identify opportunities to enhance client retention and repeat business
Quality & Compliance Support
Review loan documentation to ensure alignment with:
Fannie Mae and Freddie Mac guidelines
AUS findings (DU/LP)
Company overlays
Assist in obtaining and reviewing credit reports
Ensure files are submission-ready prior to underwriting
Escalate potential compliance or eligibility concerns promptly
Maintain professionalism and regulatory awareness throughout the loan cycle
Requirements
Qualifications & Requirements
Prior mortgage industry experience preferred
Working knowledge of Agency (Fannie Mae & Freddie Mac) guidelines required
Familiarity with DU/LP findings and basic income documentation standards
Strong understanding of mortgage terminology and loan process
Exceptional customer service and communication skills
Proficiency in Microsoft Office (Excel, Outlook, Word)
Ability to manage multiple priorities in a fast-paced environment
Strong organizational and time management skills
High level of professionalism and attention to detail
Strong written communication and basic math skills
Self-motivated and able to work independently or within a team
High School Diploma or equivalent required
Core Competencies
Agency Guideline Awareness
Production Support Mindset
Client Experience Excellence
Organizational Discipline
Compliance Awareness
Time & Priority Management
Problem Solving
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel is required.
Frequently required to stand, walk, sit, and travel between various locations.
Frequently required to use hands to finger, handle, or feel, and reach with hands and arms.
Occasionally required to climb or balance, stoop, kneel, crouch, or crawl.
Frequently lifts and/or moves up to 10 pounds and occasionally lifts and/or moves up to 20 pounds.
Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
This description outlines the basic responsibilities and requirements for the position noted. This is not a comprehensive listing of all job duties. Duties, responsibilities and activities may change at any time with or without notice.