Mortgage Loan Officer Assistant

Position Overview

As a detail-oriented and customer-focused Mortgage Loan Officer Assistant, you will support our licensed mortgage loan officers within a high-volume, direct-to-consumer mortgage origination call center. This role plays a critical part in enhancing loan officer productivity by streamlining processes, ensuring accurate documentation, and delivering exceptional customer experience throughout the loan lifecycle.

Key Responsibilities

• Loan File Preparation & Documentation:
• Assist in gathering and organizing loan application materials and required supporting documents
• Accurately set up and structure loan files in the Encompass loan origination system (LOS), ensuring all initial documents are in place prior to submission for conditional loan approval.
• Run Automated Underwriting Systems (AUS) such as DU or LP, and update figures and documentation in the LOS.
• Ensure loan data integrity by entering, reviewing, and updating information across systems.
• Customer Communication & Experience:
• Maintain proactive communication with borrowers, responding to routine inquiries and following up on outstanding documentation.
• Provide a seamless borrower experience through timely and professional support, reinforcing BSI’s customer-first philosophy.
• Pipeline Management & Issue Resolution:
• Support loan officers in managing their pipelines by monitoring key dates, status changes, and follow-ups.
• Review documents and loan files to identify missing or incorrect information and collaborate with loan officers and processors to resolve issues promptly.
• Compliance & Accuracy:
• Uphold compliance with federal and investor guidelines during data entry and document collection
• Clarify loan information through outreach to customers as needed (via phone, email, or portal).
  
  

Required Qualifications

• 1+ year of experience in lending (origination support or processing) with knowledge of Conventional, FHA, or VA loan products.
• Proficient in managing documentation and timelines in a fast-paced, team-oriented environment
• Excellent interpersonal and communication skills.
• Strong organizational skills with sharp attention to detail.
  
  

Preferred Qualifications

• Experience in mortgage lending (origination support or processing) with knowledge of Conventional, FHA, or VA loan products.
• Experience with Encompass Loan Origination System.
• Familiarity with NMLS SAFE guidelines and licensing standards (NMLS not required for this role but is a plus).
  
  

Work Environment

This job operates in a professional office environment. This role routinely utilizes standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. The ability to sit for long periods is essential.

Position Type and Expected Hours of Work

This full-time position in our Irving office is considered a “hybrid” for in-office attendance. The days and in-office attendance may vary based on business needs and team performance. The days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. CST. Overtime may be required as needed.

Other Duties

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!
  
  

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing

companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.