Loan Officer Assistant (In-Office - Reverse Mortgage Division)

Loan Officer Assistant (In-Office – Reverse Mortgage Division)\

Location: Scottsdale, AZ (On-site)
Position Type: Part-Time, 24-30 hours per week
Compensation: $18-$24 per hour + bonus

Mutual of Omaha Mortgage is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!

Job Purpose:
The Loan Officer Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete, accurate, and ready for submission—while also helping to maintain a positive and professional client experience.

This position blends traditional mortgage support with light digital marketing and communication tasks to enhance client engagement and office efficiency.

Duties and Responsibilities:

• Loan Pipeline Support
  • Monitor key dates and proactively track all milestones in the loan process.
  • Manage and maintain accurate borrower and partner information in CRM databases.
  • Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature.
  • Communicate professionally with borrowers, title companies, and third parties to request and collect conditions.
  • Prepare files for submission to processing and underwriting.
  • Maintain organized electronic and paper files in compliance with company policy.
• Client & Partner Communication
  • Serve as the first point of contact for inbound calls — demonstrate exceptional phone manners, professionalism, and warmth at all times.
  • Provide courteous, accurate updates to clients, partners, and internal departments.
  • Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand.
  • Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups.
• Marketing, Social Media, and AI Support
  • Assist with creating and posting compliant social media content to help educate and engage clients and referral partners.
  • Support basic video editing (short clips, captions, or educational snippets) using tools such as Canva.
  • Use AI tools (like ChatGPT ) to help draft marketing captions, emails, or summaries for review.
  • Maintain a content calendar for events, newsletters, and educational materials.
  • Track engagement and help brainstorm creative ways to improve client outreach.
• Administrative & Office Support
  • Provide general administrative support such as scanning, filing, and organizing documents.
  • Assist with internal event planning, mailings, and referral partner coordination.
  • Support the Loan Officer with daily workflow, scheduling, and follow-up tasks.
  • Maintain office organization, supplies, and readiness for client meetings.

Qualifications:

• High school diploma or equivalent required; college coursework preferred.
• Minimum 1–2 years of experience in  mortgage lending, banking, or customer service .
• Experience with loan origination systems preferred.
• Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools.
• Basic understanding of  social media platforms  and  video editing tools  (Canva).
• Familiarity with  AI writing and productivity tools  (ChatGPT) a plus.
• Outstanding phone etiquette  — confident, polished, and personable on every call.
• Strong written and verbal communication skills with a professional, positive tone.
• Highly organized, dependable, and detail-oriented.
• Ability to multitask, prioritize, and work efficiently under pressure.
• Positive attitude, enthusiastic energy, and collaborative team spirit are a must.
• Ethical, professional, and committed to delivering excellent customer service.

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:

• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• Company Paid Life Insurance
• 401K with a generous employer match
• Pet Insurance
• Free Legal Services
• Employee Loan Program