Mortgage Loan Officer Assistant

CMS Mortgage is looking for a Loan Officer Assistant to serve as a true right-hand partner to our Loan Officer. This is not an entry-level support role. We are seeking someone with strong mortgage experience who is client-facing, detail-oriented, and confident in managing files and communication from application through pre-approval and beyond. Required Experience (Read Before Applying): This role requires a minimum of 2 years of recent mortgage industry experience. Applicants without direct experience as a Loan Officer, Loan Officer Assistant, Processor, or Underwriter will not be considered. You will be introduced to every client from day one as a core member of the loan team. You will support the pre-approval pipeline, manage client and agent communication, follow up with active and inactive leads, and ensure files are clean, structured, and moving forward. When the Loan Officer is unavailable, you are the knowledgeable and reliable point of contact that clients and agents trust. If you thrive in a fast-paced environment and take pride in keeping files organized and communication consistent, this role is a strong fit.

Compensation & Perks:

Competitive base compensation commensurate with experience. Per-loan bonus structure with additional performance bonuses at volume milestones. Paid access to tools and training resources. Flexible hybrid work structure. Direct mentorship and exposure to a high-performing mortgage operation.

Responsibilities:

Review and reconcile all incoming applications, including credit, income, and documentation prior to the Loan Officer review Run AUS (DU/LP), identify appropriate loan structure, and flag potential issues early Manage the pre-approval pipeline from application through pre-approval letter issuance Generate and update pre-approval letters quickly and accurately Provide client and realtor communication via phone, text, and email throughout the process Coordinate file setup in ARIVE upon receipt of a purchase agreement, ensuring accuracy of contacts and contract details Provide ongoing borrower updates and milestone communication Follow up with pre-approved clients, incomplete applications, and refinance opportunities Track active files and ensure progress at each stage of the pipeline Participate in weekly pipeline meetings and maintain accountability across all active files

Qualifications:

Minimum 2+ years of mortgage industry experience required (non-negotiable) Experience as a Loan Officer Assistant, Mortgage Processor, Underwriter, or Loan Officer strongly preferred Strong understanding of income calculation, including self-employed borrowers Hands-on experience with credit review and AUS systems (DU/LP) Ability to structure files and support pre-approvals independently Strong understanding of loan programs, including Conventional, FHA, VA, and Non-QM Prior experience in the broker channel is a plus Familiarity with working across multiple lenders and pricing scenarios is preferred The Mindset We Cannot Train Detail-oriented, with strong follow-through and accuracy Proactive communicator who keeps clients and the Loan Officer informed Calm under pressure and able to manage multiple priorities Organized and able to manage a high-volume pipeline Professional, warm, and confident in client-facing communication

Please Note:

This is not an entry-level role. We are specifically seeking candidates with prior mortgage experience who can step into the role and contribute immediately. About Company CMS Mortgage Solutions (NMLS #212405) is a multi-state licensed mortgage brokerage with 115+ loan officers across 27 states. We operate on a philosophy we call "Confidently Boring" — compound growth over quick wins, systems over shortcuts, realistic promises over hype. We have built one of the most advanced AI-powered Marketing Operating Systems in the mortgage industry: 26 specialized AI skills, 10 AI agents, automated content pipelines, compliance enforcement, documented workflows, competitive intelligence, brand voice guides, and a full technical infrastructure.