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Loan Officer Assistant

Dominion Financial

Key Facts

Remote From: 
Anywhere
Full time
Mid-level (2-5 years)
English

Other Skills

  • •
    Microsoft Excel
  • •
    Microsoft Outlook
  • •
    Non-Verbal Communication
  • •
    Time Management
  • •
    Teamwork
  • •
    Organizational Skills
  • •
    Detail Oriented

Roles & Responsibilities

  • 1-3 years of experience in mortgage lending, preferably with DSCR loans
  • Strong working knowledge of loan documentation, loan file structures, and intake workflows
  • Proficiency with CRM systems (Salesforce) and loan origination systems; experience with LendingWise is a plus
  • Proficiency in Microsoft Office, especially Excel and Outlook

Requirements:

  • Manage loan transitions from quote status to intake, ensuring priority and accuracy
  • Monitor the loan intake queue and initiate file setup based on submission dates; coordinate with appraisal specialists, processors, and the operations team to ensure timely progress
  • Review loan documentation for completeness and accuracy; set up digital folders and input key borrower and entity information into the LOS
  • Send and follow up on initial document requests; track follow-ups using status dashboards and escalate delays as needed

Job description

Who We Are:
Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter. We are currently seeking a detail-oriented and driven Loan Officer Assistant to join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation.

Our Company’s Core Values
  • Integrity
  • Accountable & Dependable
  • Team Centric
  • System & Process Oriented
  • Service Ethic
  • Organized Efficiency - Risk Management & Compliance

Your Impact:
  • Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency.
  • Support loan officers by managing intake workflows and ensuring timely follow-ups.
  • Improve process efficiency by keeping data and documentation well-organized and up to date.

In This Role You Will:
  • Manage loan transitions from quote status to intake, ensuring priority and accuracy.
  • Monitor the loan intake queue and initiate file setup based on submission dates.
  • Review loan documentation for completeness and accuracy.
  • Set up digital folders and enter key borrower and entity information into the loan origination system.
  • Order and upload third-party reports from external platforms.
  • Send and follow up on initial document requests to key contacts.
  • Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
  • Maintain accurate communication notes within internal systems.
  • Utilize internal checklists to verify all required documents are collected and properly categorized.
  • Perform preliminary quality control on documents and escalate issues when necessary.
  • Monitor loan files using status dashboards and checklists to track progress.
  • Transition files to the next stage once all intake requirements are complete.
  • Ensure data and documentation in both the CRM and LOS remain up to date.
  • Follow up daily for missing documents and escalate delays as needed.
  • Document all follow-ups and status changes in internal systems.

Requirements:
  • 1–3 years of experience in mortgage, lending, preferably with some experience with DSCR loans.
  • Strong working knowledge of loan documentation, loan file structures, and intake workflows.
  • Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus).
  • Proficiency in Microsoft Office, especially Excel and Outlook.
  • Demonstrated ability to follow structured processes and standard operating procedures (SOPs).
  • Excellent attention to detail and data accuracy.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.

Preferred Qualifications:
  • Familiarity with third-party mortgage tools and vendor platforms (e.g., Xactus, TLOxp, DataTree).
  • Experience organizing and reviewing legal entity documentation (LLCs, Trusts, Corporations).
  • Bachelor’s degree in Business, Finance, Real Estate, or related field.

Benefits:
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Paid time off

While At Dominion You Will Enjoy:
  • Company outings & social events
  • Virtual events
  • Companywide competitions and raffles
  • Personal financial workshops
  • Orioles season tickets
Ready to apply?
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