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Loan Officer Assistant CA (Onsite)

Loan Officer Assistant

Full Time • CA (Onsite)
American Heritage Lending, LLC located in Irvine, CA is looking for a Laon Officer Assistant 
 
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation. 

  

Why American Heritage Lending: 

American Heritage Lending is in search of detail-oriented Loan Officer Assistant (Sales Assistant) to join our dynamic team. This role offers the perfect training ground for individuals looking to gain hands-on experience in the investment-purpose lending industry and grow into a mortgage sales or operations career if desired. The Loan Officer Assistant plays a crucial role in supporting the sales team by managing administrative tasks, maintaining operational efficiency, and delivering exceptional service to borrowers.  

The ideal candidate is organized, customer-focused, and eager to learn, with a passion for helping our clients achieve their investment goals.  
 

Data Entry and Application Management (Core Function):  

  • Accurately input new loan applications into the system, ensuring all information is complete and correct.  
  • Assist borrowers in collecting and submitting required initial documentation for loan processing.  
  • Track and organize all submitted documents, ensuring they are uploaded into the system and shared with relevant stakeholders.  
  • Perform quality checks on applications and documentation to identify and address discrepancies before submission.  
  • Monitor loan application pipelines and provide updates to the sales team regarding application statuses and next steps.  

Operations Coordination:  

  • Work closely with the operations team to ensure quick and efficient processing of loan applications.  
  • Act as a liaison to address operational inquiries, troubleshoot issues, and escalate concerns when necessary.  
  • Help streamline communication between sales and operations to enhance overall workflow.  

Customer Interaction:  

  • Serve as the primary point of contact for borrowers with simple inquiries, such as updates on their application status or clarification on required documentation.  
  • Provide excellent customer service, ensuring borrowers feel supported and informed throughout the loan process.  
  • Direct complex inquiries to the appropriate loan officer or team member for resolution.  

CRM Data Management:  

  • Maintain a clean and organized database by entering borrower details, monitoring loan statuses, and tracking communication records.  
  • Regularly audit CRM records to ensure data accuracy and consistency.  
  • Generate reports and insights from the CRM to support sales strategies and performance tracking.  

Administrative Support:   

  • Follow up on outstanding borrower or partner tasks to ensure timely completion.  
  • Assist the sales team with scheduling, preparing materials, and coordinating meetings.  
  • Take on ad hoc tasks and projects as assigned by the sales team to support business objectives.  

Why This Role is Unique:  

This position offers an incredible opportunity to learn the investment-purpose lending business from the ground up. As part of the team, you will gain exposure to key aspects of loan origination, processing, and sales strategy, making it an excellent starting point for those aspiring to transition into a sales career. You’ll work closely with experienced professionals who are invested in your growth and success. 

 

Experience & Minimum Qualifications (Skills, Knowledge & Abilities): 

Experience: Previous experience in loan processing, administrative support, or a sales assistant role is preferred but not required.  

Skills:  

  • Exceptional organizational and multitasking abilities with a keen eye for detail.  
  • Strong communication skills, both written and verbal.  
  •  Proficiency in Microsoft Office Suite and CRM systems; experience with loan origination software is a plus.  

Traits:  

  • Customer-focused, friendly, and professional demeanor.  
  • Eagerness to learn and develop within the investment-purpose lending industry.  
  • Ability to thrive in a fast-paced, deadline-driven environment. 

Essential Mental & Physical Requirements: 

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. 
  • Frequently required to sit, stand, kneel, stoop, or squat 
  • Use hands or fingers to handle or feel objects, tools, or controls 
  • Reach with hands and arms 
  • Talk or hear 
  • Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus 
  • Occasionally lift and/or move up to 25 pounds 
  • Ability to analyze situations logically to identify causes and draw solid conclusions 
  • Ability to anticipate the consequences of a situation 
  • Ability to modify one’s own behavior to meet expectations of others 
  • Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs 
  • Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing 

Physical Demands: 

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. 

Work Environment: 

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate. 

 

Job Classification: 

  •  Non-Exempt 

Location: 

  •  Irvine, CA 92612 

 

Benefits: 
  • Medical 
  • Dental 
  • Vision 
  • Matching 401(k) 
  • Paid Time Off 
  • Paid Holidays 

Why American Heritage Lending: 

  • We are a high-growth Company that doubled our staff in 2022 
  • $21.63/hour plus incentive compensation
  • Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more 
  • We are not impacted by the volatility of the interest rate
This Company describes its culture as: 

Family-Accountability-Integrity-Teamwork-Have fun along the way 

 
Start your career today with American Heritage Lending! 

 

Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position. 
Compensation: $21.00 - $24.00 per hour

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Benefits

 

Medical
Dental
Vision
Basic Life & AD&D
Matching 401(k)
Paid Time Off
Paid Holidays