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Loan Officer Assistant

Job

West Capital Lending

Loomis, CA (In Person)

Full-Time

Posted 1 week ago (Updated 14 hours ago) • Actively hiring

Expires 7/4/2026

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Job Description

Loan Officer Assistant at West Capital Lending Loan Officer Assistant at West Capital Lending in Loomis, California Posted in 9 days ago.
Type:
full-time
Job Description:
About Us:
West Capital Lending is a fast-growing, high-performance mortgage brokerage dedicated to empowering loan officers with industry-leading support, technology, and access to top-tier lending solutions. We pride ourselves on delivering an exceptional client experience, transparent processes, and a culture built on collaboration, efficiency, and excellence. We are seeking a Loan Officer Assistant who is proactive, detail-oriented, and committed to supporting a high-volume loan officer team. This role is essential to ensuring a smooth client experience from application through closing. Position Overview We are seeking a highly organized, proactive, and dynamic Loan Officer Assistant to support our Loan Officer team both operationally and strategically. This role goes beyond traditional loan support and serves as a central resource for the entire team, helping drive communication, reporting, culture, branding, and team organization. The ideal candidate is detail-oriented, tech-savvy, creative, and thrives in a fast-paced environment. This person will assist with day-to-day loan support while also owning team communications, performance reporting, social media growth, and team engagement initiatives. Key Responsibilities Loan Officer / Production Support
  • Assist Loan Officers with loan file setup, organization, and administrative support.
  • Review loan applications and documentation for completeness and accuracy.
  • Help collect borrower documentation and maintain accurate records in the Loan Origination System (LOS).
  • Coordinate with Processing, Underwriting, Funding, and Operations teams to help move loans efficiently through the pipeline.
  • Maintain calendars, scheduling, and follow-up communications for Loan Officers.
  • Track loan milestones and ensure deadlines are met. Team Communications & Internal Engagement
  • Draft and send team-wide communications, including: o Important company announcements o Team updates o Sales updates / contests o Operational changes o Event invitations o Internal recognition and milestone announcements
  • Serve as a communication bridge between leadership and the team.
  • Ensure team members stay informed, aligned, and engaged. Reporting & Analytics
  • Become fully trained in Power BI, Tableau, and internal reporting systems.
  • Generate and distribute daily team reporting, including: o Production reports o Pipeline updates o Conversion metrics o Performance dashboards o KPI tracking
  • Analyze reporting trends and help leadership identify opportunities for growth and efficiency.
  • Maintain reporting accuracy and timeliness. Social Media & Team Branding
  • Manage and grow the team's social media presence across platforms including Instagram, , , and other relevant channels.
  • Create engaging content that highlights: o Team milestones o Production wins o Company achievements o Team outings and events o Recruiting / culture initiatives
  • Coordinate photography/video capture for important events and milestones.
  • Help build and maintain a strong brand presence for the team. Team Culture / Event Coordination
  • Coordinate team outings, celebrations, networking events, and internal functions.
  • Assist in planning recognition initiatives and team-building activities.
  • Help foster a positive, energetic, and collaborative team culture.
  • Coordinate logistics for meetings, events, and offsite gatherings. Team Resource / Administrative Support
  • Serve as a go-to resource for team members for questions, updates, and support.
  • Assist with onboarding new team members.
  • Support leadership with special projects and operational initiatives.
  • Help improve team processes, organization, and overall efficiency. Qualifications
  • 2+ years of mortgage industry experience preferred
  • Experience supporting Loan Officers or mortgage production teams strongly preferred
  • Strong communication and writing skills
  • Experience with Power BI / Tableau reporting (or ability to learn quickly)
  • Social media management / content creation experience preferred
  • Strong organizational and project management skills
  • Ability to multitask in a fast-paced environment
  • High attention to detail and professionalism Technical Skills
  • Loan Origination Systems (LendingPad, Encompass, Arive, etc.)
  • Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)
  • Power BI / Tableau
  • Canva / Adobe Creative Suite (preferred)
  • Social media platforms (Instagram, , )
  • CRM / reporting systems Key Competencies ?
Strong communicator ? Highly organized ? Creative thinker ? Data-driven ? Team-oriented ? Self-starter ? Problem solver ? Positive attitude / culture builder