Planet Home Lending

Loan Officer Assistant (licensed)

3 months ago
# of Openings


The Loan Officer Assistant (LOA) is responsible for assisting and supporting one or more Mortgage Loan Originators (MLO) within a branch or sales office. Primary duties include following up on items as requested by the MLO.  Such duties include, but are not limited to, contacting customers who have a loan in process, to provide updates or gather any additional information as needed.  As the LOA becomes more experienced, he/she may also participate in licensed activities such as disclosing, discussing rates and pricing, and/or locking loans on behalf of the MLO. 


Note: An LOA may be hired by the Company as a non-licensed LOA, however, the Company strongly encourages and supports that each LOA obtain their MLO license.  

Primary Responsibilities

  • Works closely with the MLO to help expedite the loan process. Such activities may include collecting additional documentation from the customer or providing ongoing updates regarding the loan in process.  For more seasoned and licensed LOAs, they may participate in disclosures and rate locks on behalf of the MLO.
  • Works closely with branch operations (i.e. Processing) to expedite the loan process and acts as a liaison to the MLO with ongoing loan status updates.
  • Works closely with MLO to effectively manage the MLOs loan production pipeline (i.e. prioritize files and file activity.
  • Participates in ongoing sales and Encompass sales training to stay current on ongoing programs and sales and operations updates.
  • Attends training and seminars required to maintain current Federal and State MLO licenses.

Position Requirements


  • High school diploma or equivalent required
  • Bachelor’s degree preferred
  • Minimum of one year in a mortgage branch setting and six months of sales or sales support experience.
  • Experience in the mortgage industry strongly preferred.
  • Self-motivated and extremely goal oriented
  • Excellent written and verbal communication skills
  • Demonstrates a commitment to quality customer service
  • Displays a professional demeanor
  • Strong attention to detail
  • Well organized with the ability to multi-task
  • Works well with others
  • Displays a willingness to learn and be coached
  • Moderate PC skills (MS Office products)
  • Ability to work flexible and varying work schedules to meet the needs of the business (i.e. overtime)



  • Maintains all applicable individual federal and state licenses as required


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