Loan Officer Assistant

Location: Hybrid - Long Beach, CA
Position Type: Full-Time

Help Drive Production. Deliver Exceptional Service. Build Your Career.

At Mutual of Omaha Mortgage, we believe great Loan Originators are supported by great teams. We are looking for a motivated, organized, and customer-focused Loan Officer Assistant (LOA) who thrives in a fast-paced environment and takes pride in helping others succeed.

This is an exciting opportunity to join a nationally recognized mortgage organization, support a growing team of mortgage professionals, and play an important role in helping customers navigate one of life's most significant financial decisions.

The Opportunity

As a Loan Officer Assistant, you will serve as a key partner to our Loan Originators, helping manage the day-to-day activities that drive production, improve efficiency, and create an exceptional borrower experience.

The ideal candidate is proactive, detail-oriented, technologically proficient, and passionate about delivering results.

You won't simply manage tasks—you'll help create momentum, solve problems, and contribute directly to the success of our sales organization.

Key Responsibilities

Loan Origination & Pipeline Support

• Partner with Loan Originators to support daily sales activities and pipeline management.
• Assist with collecting and organizing borrower documentation.
• Help prepare complete and accurate loan submissions.
• Monitor loan milestones, outstanding conditions, and critical deadlines.
• Coordinate with processing, operations, and other internal departments to facilitate timely loan progression.
• Proactively identify potential delays and communicate solutions.

Customer Experience & Communication

• Deliver responsive, professional communication to borrowers and referral partners.
• Assist with scheduling appointments and coordinating follow-up activities.
• Keep borrowers informed throughout the mortgage process.
• Help resolve questions and escalate issues when appropriate.
• Provide a consistently positive customer experience.

Sales & Business Development Support

• Maintain accurate borrower and prospect information within Salesforce or other CRM platforms.
• Assist Loan Originators with lead management and follow-up.
• Support referral partner engagement and relationship management.
• Coordinate marketing activities, events, and outreach initiatives.
• Help Loan Originators maximize productivity by managing administrative and operational responsibilities.

Compliance & Quality

• Maintain accurate documentation and organized loan files.
• Follow company policies, privacy standards, and applicable mortgage regulations.
• Protect confidential borrower information.
• Perform only those mortgage origination activities permitted under applicable licensing requirements.

What We're Looking For

• Proactive: Anticipates needs and takes initiative without waiting for direction.
• Accountable: Takes ownership of responsibilities and follows through on commitments.
• Organized: Effectively manages competing priorities and deadlines.
• Customer-Focused: Builds trust through responsiveness, professionalism, and empathy.
• Tech-Savvy: Comfortable working with CRM systems, loan origination software, Microsoft Office, and digital communication tools.
• Solutions-Oriented: Approaches challenges with a problem-solving mindset.
• Team-Oriented: Collaborates effectively with sales, operations, and leadership.

Preferred Qualifications

• 2-5 years experience as a Loan Officer Assistant, Loan Processor, Mortgage Sales Assistant, or similar position.
• Knowledge of residential mortgage products and loan origination processes.
• Experience with Salesforce and mortgage loan origination systems.
• Strong written and verbal communication skills.
• Excellent attention to detail and time management.
• Familiarity with reverse mortgage products is a plus.
• NMLS licensing or registration, if required for assigned duties.

Why Mutual of Omaha Mortgage?

A Trusted Brand: Be part of an organization associated with a nationally recognized name that has served American families since 1909.

Meaningful Work: Help mortgage professionals deliver financing solutions that make a difference in customers' lives.

Professional Growth: Gain valuable mortgage industry experience and develop skills that can lead to expanded opportunities.

Collaborative Culture: Work alongside experienced Loan Originators, operations professionals, and leaders committed to teamwork and success.

Opportunity to Make an Impact: Your contributions will directly influence Loan Originator productivity, customer satisfaction, and overall business performance.

Ready to Make an Impact?

If you're someone who enjoys helping others succeed, thrives in a fast-paced environment, and wants to build a meaningful career in mortgage lending, we'd love to hear from you.

Join Mutual of Omaha Mortgage and help us deliver an exceptional experience—one customer, one relationship, and one loan at a time.

The annual salary for this position is $50,000-$65,000 (or equivilent hourly rate)

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:

• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• 401K with a generous employer match
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
• Free Legal Services
• Employee Loan Program