A Loan Officer Assistant works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process.   Loan Officer Assistant’s will work closely with borrowers, realtors, Set Up Specialists, Processing, and their Loan Officer. A license is required for this role.   Essential Duties and Responsibilities: • Manage the team’s lead tracker and Jungo. • Provide assistance to their Loan Officer and Processing team. • Provide support on loan qualification scenarios and interpreting guidelines. • Maintain a working knowledge of each conventional and government loan program, and the applicable guidelines. • Make initial contact with borrowers and reply to/follow up with borrowers and agents in a timely manner, by phone or email. • Guide borrowers through the loan application process. • Update Encompass with validated information. • Provide accurate information to all parties in the transaction. • Request and review all required upfront documents. • Make credit decisions and issue pre-approvals or game plans once supporting documents are received. • Request initial rate locks. • Request Disclosures. • Follow up on upfront documents, making sure disclosures are acknowledged and signed. • Complete accurate and detailed file notes for the Processing team. • Attend all team meetings with up-to-date notes on all files in your pipeline. • Review, manage, and prioritize the pipeline based on closing date and lock expiration.