Junior Mortgage Processor & Branch Production Assistant

Job Type

Full-time

Description

Position Summary:

We’re seeking a detail-oriented and career-minded Junior Mortgage Processor with recent mortgage lending experience to support a high-performing loan officer and branch team. This is a hybrid role combining processing, light administrative management, and marketing support. The ideal candidate has worked in mortgage operations within the past 1–3 years, understands the flow of a loan file, and is eager to grow in a fast-paced, production-heavy environment.

Key Responsibilities:

Processing & Loan Support

• Review initial loan files for completeness and accuracy before submission to underwriting
• Collect and verify borrower documentation (income, assets, disclosures, etc.)
• Order and follow up on third-party items such as title, VOEs, VODs, insurance, and appraisals
• Communicate proactively with borrowers, loan officers, and processors to keep files moving
• Maintain loan files within LOS (Encompass, Blend, etc.) and ensure compliance with lending guidelines
• Submit clean files to underwriting and assist with clearing conditions
• Track and manage loan pipeline activity to ensure deadlines are met
• Help with marketing duties customer service and follow up as assigned
  
  

Branch Operations Support

• Serve as a point of contact between loan officer and internal team for day-to-day file coordination
• Help facilitate loan milestone updates and key communication touchpoints
• Maintain internal systems such as CRM and task trackers to keep pipeline organized
• Prepare file summaries and follow-ups for pipeline reviews
  
  

Marketing & Administrative Duties

• Assist with social media content scheduling and simple campaign execution
• Help coordinate client events, email marketing, and post-closing follow-ups
• Manage client review requests and maintain referral partner contact records
• Organize printed materials, client gifts, and occasional branch mailings
• Support lead tracking and reporting for internal team use
  
  

Requirements:

• Recent experience (within last 1–3 years) in mortgage lending, preferably in a processing or LOA capacity
• Familiarity with Encompass, DU/LP, and mortgage loan flow
• Strong organizational skills and a high attention to detail
• Excellent communication and follow-up ability
• Ability to multitask and thrive in a deadline-driven environment
• College degree preferred but not required
• A positive attitude and team-player mindset
  
  

Compensation:

• Competitive hourly rate or salary (DOE)
• Per-file processing bonus opportunities
• Room for advancement into senior operations, processing, or production roles
• Paid training and mentorship available
  
  

Why Join Us?

This is a great opportunity for someone with recent mortgage experience looking to refine their skills and grow into a more senior processing, operations, or even origination role over time. You’ll be joining a proven, high-volume branch with a reputation for excellence, mentorship, and long-term growth.

College degree preferred

Job Title: Branch Team Captain – Loan Officer Assistant

Location: Santa Rosa, CA (On-Site Preferred)

Employment Type: Full-Time

Compensation: Salary + Performance-Based Bonus (commensurate with experience)

About The Role

We are seeking a dynamic, detail-oriented, and customer-focused Branch Team Captain to support a top-producing mortgage loan officer and help drive branch performance. This pivotal role blends operations, customer service, marketing coordination, and loan officer assistance. The ideal candidate thrives in a fast-paced, deadline-driven environment and has a passion for delivering outstanding service while keeping a team organized and accountable.

Key Responsibilities

• Serve as the right-hand partner to the branch’s lead loan officer, ensuring daily operations run smoothly and efficiently
• Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified
• Fix problems in the process—whether operational, transactional, or related to borrower communication—proactively and resourcefully
• Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones
• Act as the main point of contact for clients, agents, and internal team members—ensuring all communication is timely, clear, and empathetic
• Assist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrity
• Help submit and reconcile various business expenses and branch-related reimbursements
• Support team morale and accountability, keeping operations moving forward even when the loan officer is unavailable
• Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation
• Take full ownership of assigned projects and esponsibilities, ensuring no loose ends and consistent follow-through
  
  

Ideal Candidate Profile

• Recent mortgage industry experience preferred, but not required
• Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valued
• Familiarity with DU, LP, and mortgage pre-approval processes preferred
• Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines
• Strong interpersonal and written communication skills—empathetic, articulate, and confident
• Proficient with Salesforce or similar CRM platforms
• Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools
• Smart, dependable, and solutions-oriented—someone who takes ownership and sees tasks through to completion without being micromanaged
• A natural team leader—calm under pressure, resourceful, and adaptable
  
  

Compensation & Perks

• Competitive base salary
• Opportunity to grow into a licensed mortgage originator role or expanded leadership position
• Opportunity to grow into a licensed mortgage originator role or expanded leadership position
• High-energy, supportive team culture
• Direct mentorship from a 20-year veteran in the mortgage industry
• Opportunities for long-term career development within a high-producing branch
  
  

Salary Description

$21 - $24hr