Summary
CMG Home Loans is seeking a Licensed Loan Officer Assistant to support a high-producing mortgage team based in Everett, Washington. The role supports the loan process by calculating income, reviewing complex financial documentation, coordinating disclosures and appraisals, submitting loan documentation, and serving borrowers and business partners.
Responsibilities
- Request disclosures
- Will calculate income and run number for loans to make sure viable
- Review and analyze complex tax returns, self-employed income, rental properties, partnership returns, K-1s, and other non-traditional income sources
- Order appraisals
- Collect and review client documentation
- Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
- Serve as a primary point of contact for borrowers, agents and internal operations teams throughout the loan process
- Proactively identify and resolve issues that may impact loan approval or closing timelines
- Maintain a high level of customer service while managing a large and active pipeline
Skills
- Active NMLS license required
- Minimum 3+ years of recent mortgage industry experience required
- Proven experience working in a high-volume, fast-paced mortgage environment
- Strong understanding of mortgage products, guidelines, compliance requirements, and loan processes
- Advanced income calculation skills required, including experience with self-employed borrowers and complex income analysis
- Demonstrated ability to independently review loan scenarios, identify potential qualifying concerns, and recommend solutions
- Exceptional prioritization, organizational, and time-management skills
- Excellent communication and customer service skills
- Proficient in Microsoft Office, Word, Excel, Outlook, etc
- Excellent communication skills both written and oral
- Ability to work in a fast-paced fluid environment
- High level of integrity and confidentiality required
- Ability to succeed in a hybrid or remote work environment
- Flexibility to work overtime to meet project deadlines is required
- Experience with Byte and other LOS software preferred
Qualifications
Must Haves
- Active NMLS license required
- Minimum 3+ years of recent mortgage industry experience required
- Proven experience working in a high-volume, fast-paced mortgage environment
- Strong understanding of mortgage products, guidelines, compliance requirements, and loan processes
- Advanced income calculation skills required, including experience with self-employed borrowers and complex income analysis
- Demonstrated ability to independently review loan scenarios, identify potential qualifying concerns, and recommend solutions
- Exceptional prioritization, organizational, and time-management skills
- Excellent communication and customer service skills
- Proficient in Microsoft Office, Word, Excel, Outlook, etc
- Excellent communication skills both written and oral
- Ability to work in a fast-paced fluid environment
- High level of integrity and confidentiality required
- Ability to succeed in a hybrid or remote work environment
- Flexibility to work overtime to meet project deadlines is required
Nice to Haves
- Experience with Byte and other LOS software preferred
Benefits
- Possible per file bonus
- Eligible for incentive compensation
- A comprehensive benefits package
- Open to onsite, hybrid or remote employees