Loan Officer Assistant

Job Title: Loan Officer Assistant - Entry Level

Job Description

The Loan Officer Assistant provides essential administrative and sales support to Loan Officers while delivering a high level of service to customers via phone and email. In this entry-level, training-focused role, you will learn the mortgage lending business from the ground up, assist with the loan process, handle basic customer questions, and gather information as directed by Loan Officers. You will also support marketing efforts through social media and proactive outreach to past customers. This position offers a structured path to grow into a licensed Loan Officer role, with comprehensive training, coaching, and a supportive, highly entrepreneurial team environment.

Responsibilities

• Provide administrative support to Loan Officers throughout the loan process.
• Communicate with customers via phone and email to provide information about the loan process and answer basic questions.
• Gather and verify customer information and documentation as directed by Loan Officers.
• Manage a high volume of outbound and inbound phone calls in a phone-intensive environment.
• Conduct outreach to past customers by phone to maintain relationships and identify new opportunities.
• Support marketing efforts through social media, helping to promote services and engage with potential and existing customers.
• Work with provided inbound leads and contacts to follow up with customers who have expressed interest in mortgage solutions.
• Deliver a high level of customer service, building trust and rapport with clients.
• Participate in an initial week of classroom training and ongoing coaching sessions to develop product knowledge and sales skills.
• Begin making customer calls during the first week of training, applying newly learned skills in real-time.
• Study for and prepare to take the SAFE Mortgage Loan Originator (MLO) test during the training period with the goal of becoming a licensed Loan Officer.
• Collaborate with a knowledgeable team of experienced Loan Officers and operations staff to ensure a smooth loan process for customers.
• Uphold company values by selling with integrity and focusing on positive, long-term customer relationships.
• Actively pursue personal and professional growth with the goal of progressing into a Loan Officer role within approximately 3 to 6 months, depending on performance and business needs.

Essential Skills

• Previous sales experience, preferably in a phone-based or customer-facing role.
• Strong desire to succeed and willingness to learn the mortgage industry.
• Motivated, competitive, and driven mindset with a focus on achieving goals.
• Excellent communication skills, with the ability to build relationships and establish trust with customers.
• Proficiency in Microsoft Office, with required utilization of Outlook for daily communication and organization.
• Comfort working in a fast-paced, phone-intensive environment.
• Ability to manage multiple tasks, follow directions from Loan Officers, and maintain attention to detail.
• Commitment to studying for and successfully completing the SAFE Mortgage Loan Originator (MLO) test during the training period.

Additional Skills & Qualifications

• Mortgage experience is preferred but not required.
• A degree is preferred but not mandatory.
• Interest in a career path that leads to a Loan Officer position.
• Ability to engage customers authentically and sell from a customer-first perspective.
• Openness to coaching, feedback, and continuous training.
• Comfort using social media platforms for professional and marketing purposes.

Work Environment

The work environment is fast-paced, dynamic, and highly entrepreneurial, with a strong emphasis on teamwork, integrity, and being the best in the industry. You will work closely with experienced Loan Officers and an operations team known for its expertise and support. The role is phone intensive, with a focus on handling inbound leads and making outbound calls using company-provided contacts. You will use Microsoft Office, especially Outlook, as part of your daily workflow. The organization supports a healthy work/life balance with flexible schedules and robust benefits, including medical, dental, life insurance, and a 401(k) with match. The culture is collaborative and family-like, featuring volunteer opportunities, company outings, and team-building activities such as friendly competitions. You will receive structured classroom training in your first week, followed by ongoing call coaching and continued training, ensuring you are supported rather than placed in a "sink or swim" environment. The company regularly updates loan programs and pricing based on market patterns, enabling you to offer competitive interest rates and well-structured mortgage solutions that you can confidently present to customers.

This is a Permanent position based out of Chesterfield, MO.

The pay range for this position is $31200.00 - $31200.00/yr.

The Perks:
• Commission on Closed/Funded Loans along with state/local minimum wage base hourly
• Work/Life Balance: 40 hours/week Monday – Friday
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
• 401K with a generous employer match
• Free Legal Services
• Employee Loan Program
• Growth OpportunitiesMutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We are highly respected in our industry and growing our office with long term employees who are striving for a career.

This is a fully onsite position in Chesterfield,MO.

This position is anticipated to close on Apr 29, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.