Top 4 Loan officer assistant Jobs in York Sc

Loan Officer Assistant
Arthur State Bank —Rock Hill, SC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Mortgage Loan Officer
HomeTrust Bank —Charlotte, NC
- Computer literacy
- Mid-level
- Office
Commercial Loan Assistant
ServisFirst Bank —Charlotte, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Quick Apply
Mortgage Loan Officer Assistant
Acrisure Mortgage LLC —Charlotte, NC
- From $40,000 a year
- Full-time
- CRM software
- Background check
- Mid-level
- Wellness program
- Health savings account
Quick Apply

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loan officer assistant jobs near york sc

Loan Officer Assistant

Arthur State Bank -
Rock Hill, SC

Quick Apply

Job Details

Full-time

Qualifications

Document compliance management
Customer communication
Confidential information handling
Underwriting guidelines adherence
Mortgage compliance
Incident Escalation
High school diploma or GED
Compliance documentation
Computer skills
Document imaging
Loan Origination Systems (LOS)
Escalation handling
TRID compliance
Cross-functional communication

Full Job Description

Description:

The Loan Officer Assistant (LOA) provides administrative and coordination support to assigned lenders to ensure timely, complete, and compliant loan file intake and progression through underwriting and closing. The LOA is responsible for borrower communication, document collection, disclosures, and condition tracking, but does not perform credit analysis, draft loan documents, or book loans.

Requirements:

Responsibilities:

Loan Intake & File Setup

Receive loan requests from lenders and establish loan files in the loan origination system (LOS)
Assist with collection of applications, borrower financials, tax returns, and entity documentation
Ensure all required intake items are complete prior to underwriting submission
Maintain standardized intake checklists for all loan types

Borrower & Internal Coordination

Serve as primary point of contact for borrowers on documentation and status updates
Coordinate with lenders, credit analysts, portfolio managers, and loan operations staff
Track and follow up on outstanding underwriting and closing conditions

Compliance & Disclosure

Prepare and deliver initial disclosures and Loan Estimates within required timelines
Monitor and track TRID disclosure timing and document compliance
Escalate timing or disclosure issues immediately to management
Comply with and adhere to all Bank Secrecy Act (BSA) and Anti-Money Laundering/Counter-Terrorist Financing (AML/CFT) requirements, including:
Customer Identification Program (CIP)
Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD)
Currency Transaction Reports (CTR)
Suspicious Activity Reports (SAR)
Office of Foreign Assets Control (OFAC) and sanctions monitoring

File Management & Quality Control

Maintain accurate and current loan files
Ensure documentation is uploaded, indexed, and properly labeled
Support post-close document requests as needed
Maintain confidentiality of customer and bank information at all times.

Operational Support

May serve as backup to other LOA’s or loan operations staff when necessary
Performs other related duties as assigned to support loan operations and customer service objectives.

Required Skills & Abilities

Strong organization and time management skills with the ability to manage multiple loan files simultaneously and meet firm deadlines
High attention to detail and accuracy in document collection, file setup, and condition tracking
Clear and professional verbal and written communication skills for borrower and internal team interactions
Ability to follow standardized processes and checklists without deviation
Working knowledge of loan documentation requirements and lending workflows
Ability to understand and comply with regulatory timing requirements, including TRID disclosures
Proficiency in loan origination systems, document imaging systems, and standard office software
Ability to prioritize tasks in a fast-paced, deadline-driven environment
Sound judgment to recognize issues and escalate concerns promptly to management
Ability to maintain confidentiality of sensitive borrower and bank information

Behavioral Expectations

Demonstrates integrity, professionalism, and ethical conduct in all interactions.
Treats customers and coworkers with respect, fairness, and courtesy.
Maintains a calm and professional demeanor during high-volume periods or challenging situations.
Supports Arthur State Bank’s commitment to teamwork, accountability, and community service.
Adheres to attendance, reliability, and workplace conduct standards.

Education and/or Work Experience Requirements

High school diploma or equivalent required; associate degree preferred
2+ years of loan processing, loan assistant, or banking operations experience
Working knowledge of consumer, commercial, and/or mortgage lending process
Strong organizational and communication skills
Experience with loan origination systems preferred
Completion of required internal and online training programs

Physical Requirements & Working Conditions

Work is performed in a typical branch office environment with minimal exposure to noise, heat, dust, or other discomforts.
Position involves routine interaction with the public.
May be exposed to potentially hazardous situations such as robbery; training and procedures are provided to minimize risk.
Ability to operate standard office and banking equipment.

Performance Expectations

Accurate and complete loan intake
Timely borrower follow-up
Zero missed disclosure deadlines
Minimal underwriting rework due to incomplete files

Compliance Statement:

This job description is intended to describe the general nature and level of work performed and is not an exhaustive list of all duties, responsibilities, or qualifications.

Duties may change based on business needs, regulatory requirements, or organizational priorities.

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loan officer assistant jobs in york sc

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