Loan Officer Assistant

Position: Loan Officer Assistant

Location: Lafayette/ Walnut Creek, CA

Hybrid – Remote or In-Office (PST hours required)

Pay: $24.00 /hr. +  2-3 bps per file Bonus (Total Earnings Potential: $60,000–$80,000 annually depending on experience)

Position Summary:

We are seekibg for a Loan Officer Assistant to support a top-producing Loan Officer and help deliver a smooth, efficient, and client-centered mortgage experience. Mortgage experience is a plus, but not required.

This role is ideal for someone highly organized, people-focused, and detail-oriented—someone who takes pride in doing things the right way and creating a seamless experience for clients and partners. You’ll serve as the first point of contact and play a key role in setting the tone for a high-touch, “white-glove” experience.

As the LP1, you are the gatekeeper for new clients—responsible for making a strong first impression, scheduling consultations that convert, and ensuring clients feel supported from the very first interaction. Think of this role as a concierge: welcoming clients, guiding them through the early stages, and ensuring nothing falls through the cracks.

Essential Duties and Responsibilities

• Responding to new leads and scheduling consultations
• Following up with clients to move them toward pre-approval
• Managing the Loan Officer’s calendar and inbox
• Coordinating with referral partners and internal team members
• Ensuring every client interaction is smooth and professional

What Success Looks Like

• Consistently setting high-quality appointments
• Creating time for the Loan Officer to focus on closing
• Proactively managing details and communication
• Effectively nurturing referrals into pre-approved buyers

What We Value

• Warm, positive, and professional energy
• Calm, solutions-oriented mindset
• Attention to detail with big-picture thinking
• Team-oriented approach

Desired Job Competencies:

• Mortgage or financial services experience preferred but not required
• Strong communication skills
• Professional phone presence
• Familiarity with Microsoft Office, Outlook, Calendly, and Zoom
• Tech-savvy and adaptable
• Strong organizational skills
• Self-motivated and resourceful

Why Join (Matt Sharp’s Team at New American Funding)

• Competitive salary with performance-based bonuses
• Recognized as a top mortgage company to work for
• Nationally ranked top 15 team
• Strong culture of excellence and growth
• Ongoing training and career development
• Flexible schedule and hybrid environment

Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

Physical Demands: 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. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

[EOE/M/F/D/V. Drug-free workplace.]

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