Loan Officer Assistant

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Dominion Financial

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

💸 Finance

🏠 Real Estate

💳 Fintech

Finance • Real Estate • Fintech

Dominion Financial is a full-service lender specializing in real estate investing. With over 20 years of experience and more than $3. 8 billion in loans funded, they provide a variety of loan products including rental loans, fix & flip loans, and new construction financing. Dominion Financial focuses on streamlining the borrowing process for real estate investors, ensuring quick pre-approval and closing in as little as 48 hours, allowing investors to seize opportunities with confidence.

📋 Description

• Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency. • Support loan officers by managing intake workflows and ensuring timely follow-ups. • Improve process efficiency by keeping data and documentation well-organized and up to date. • Manage loan transitions from quote status to intake, ensuring priority and accuracy. • Monitor the loan intake queue and initiate file setup based on submission dates. • Review loan documentation for completeness and accuracy. • Set up digital folders and enter key borrower and entity information into the loan origination system. • Order and upload third-party reports from external platforms. • Send and follow up on initial document requests to key contacts. • Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression. • Maintain accurate communication notes within internal systems. • Utilize internal checklists to verify all required documents are collected and properly categorized. • Perform preliminary quality control on documents and escalate issues when necessary. • Monitor loan files using status dashboards and checklists to track progress. • Transition files to the next stage once all intake requirements are complete. • Ensure data and documentation in both the CRM and LOS remain up to date. • Follow up daily for missing documents and escalate delays as needed. • Document all follow-ups and status changes in internal systems.

🎯 Requirements

• 1–3 years of experience in mortgage, lending, financial services, or operations support. • Strong working knowledge of loan documentation, loan file structures, and intake workflows. • Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus). • Proficiency in Microsoft Office, especially Excel and Outlook. • Demonstrated ability to follow structured processes and standard operating procedures (SOPs). • Excellent attention to detail and data accuracy. • Strong written and verbal communication skills. • Ability to manage multiple tasks and deadlines in a fast-paced environment.

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • 401(k) • 401(k) matching • Paid time off