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Loan Officer Assistant
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West Capital Lending
Rocklin, CA (In Person)
Full-Time
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Job Description
Loan Officer Assistant at West Capital Lending Loan Officer Assistant at West Capital Lending in Rocklin, California Posted in 14 days ago.
Type:
full-timeJob 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 ?