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Client Direct Mortgage – Licensed Loan Officer Assistant – Walnut Creek, CA

Remote, USA Full-time Posted 2025-04-26

Job title: Licensed Loan Officer Assistant

Company: Client Direct Mortgage

Job description: Client Direct Mortgage is a nationwide direct lender and innovative mortgage company expanding its Processing Team. Our focus is to provide borrowers with competitive rates, fast closings, and excellent customer service.

Responsibilities
• Assist loan officer in setting up new loan files.
• Assure files are meeting SLA requirements.
• Notify and/or assist loan officers in resolving SLA violations
• Speak with investor account executives to gain high subject matter knowledge on products offered
• Achieve a high subject matter level on renovation loans.
• Assist with structuring loans.
• Satisfy tickets relating to pricing or scenarios issued by loan officers.
• Assist Loan Officers in pricing out scenarios.
• Continuously communicate with investors to stay on top of new loan products.
• Follow up with stale or canceled files to see if opportunities exist to the resale client.

Qualifications
• NMLS License
• 2 years of experience
• Understand loan process file flow.
• Understand the required documents for refinance and purchase loans.
• Loan product knowledge a plus
• Desire to learn new loan products.

Schedule
• In-office possible remote one day per week

Salary
• Competitive salary

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Expected salary:

Location: Walnut Creek, CA

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