Home › Companies › D696f7fe 33a3 4c8d A8bb D23282b2aa5d 19000101 000001 › LOAN ASSISTANT
LOAN ASSISTANT
D696f7fe 33a3 4c8d A8bb D23282b2aa5d 19000101 000001 · Roseville, CA, US, Roseville, CA; Colleyville, TX, US, Colleyville, TX · Active · $40,000 / year · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | D696f7fe 33a3 4c8d A8bb D23282b2aa5d 19000101 000001 |
| Title | LOAN ASSISTANT |
| Normalized title | - |
| Department / team | - |
| Location | Roseville, CA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | $40,000 / year |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2025-09-16 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from D696f7fe 33a3 4c8d A8bb D23282b2aa5d 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Roseville. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | D696f7fe 33a3 4c8d A8bb D23282b2aa5d 19000101 000001 |
| Source | ad8150c4-03bc-4457-a068-9d356280016f |
| ATS provider | ADP Workforce Now Recruiting |
Description
Loan Officer Assistant – Team Holland, Meridian Mortgage
About the Role
We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You’ll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.
Key Responsibilities (Aligned to Team Holland’s Model)
● Loan Intake & Applications
○ Gather complete borrower information and take thorough applications.
○ Collect and review initial documentation to ensure clean files for processing.
○ Run DU/LP findings, identify and correct errors, and escalate red flags quickly.
● Client Communication & Experience
○ Serve as a trusted point of contact for clients, keeping them updated on loan milestones.
○ Request and track missing documents promptly to avoid delays.
○ Reinforce our team’s reputation by delivering clear, proactive, and empathetic communication.
● Partner Support & CRM Management
○ Log all client and partner communications in CRM (Jungo/Salesforce).
○ Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.
○ Support realtor partners by delivering quick updates, ensuring a “refer with confidence” experience.
● Pipeline & Compliance Execution
○ Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.
○ Price loans and quote fees/interest rates accurately.
○ Ensure all files are compliant with state, federal, and company requirements.
Qualifications (What We’re Looking For)
● Knowledge of industry standards for income, asset, credit, and appraisal approval.
● Familiarity with Fannie, Freddie, FHA, VA, USDA, and niche programs.
● Strong attention to detail, organizational skills, and written communication.
● Comfort using CRM systems to manage tasks, notes, and workflows.
● Excellent interpersonal skills: able to build trust with clients and referral partners.
● A growth mindset with the ability to work in a goal-oriented, team-based environment.
● NMLS license (or ability to obtain if needed).
What Success Looks Like in This Role
● Files are submission-ready the first time.
● Clients and partners feel informed and cared for at every step.
● The LO is freed up to focus on sales, referrals, and consultations because you own the backend process.
● CRM tasks and pipeline updates are consistently managed — creating predictability and scalability.
Full job record
| Job ID | 6af4fe06dbffc7eb40654f2ffad6d890a1ce0f3d |
| Org ID | f04fc5df-691d-4959-b913-dc731184b8bf |
| Source ID | ad8150c4-03bc-4457-a068-9d356280016f |
| Board ID | ad8150c4-03bc-4457-a068-9d356280016f |
| Provider | adp_workforcenow |
| Provider Job Key | 925292 |
| Title | LOAN ASSISTANT |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Roseville, CA, US, Roseville, CA; Colleyville, TX, US, Colleyville, TX |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | CA |
| City | Roseville |
| Salary Raw | Up to 40000.00 (USD) Annually |
| Salary Min | 0 |
| Salary Max | 40,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=d696f7fe-33a3-4c8d-a8bb-d23282b2aa5d&ccId=19000101_000001&lang=en_US&type=JS&jobId=925292&jwId=9201315973638_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=d696f7fe-33a3-4c8d-a8bb-d23282b2aa5d&ccId=19000101_000001&lang=en_US&type=JS&jobId=925292&jwId=9201315973638_1 |
| First Seen At | 2026-05-31 18:50:06Z |
| Last Seen At | 2026-06-06 13:26:32Z |
| Last Checked At | 2026-06-06 13:26:32Z |
| Last Changed At | 2026-06-06 13:26:32Z |
| Inactive At | — |
| Source Posted At | 2025-09-16 17:40:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=d696f7fe-33a3-4c8d-a8bb-d23282b2aa5d|19000101_000001/date=2026-06-06/2026-06-06T13-26-32-136Z-82a10c5d0add2c0a9fe3f5d9b451a9838d176de7d859d619248a1b1952315350.json |
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"requisitionDescription": "<div><div><div><p id=\"isPasted\"><strong><span style=\"font-size: 24px;\">Loan Officer Assistant – Team Holland, Meridian Mortgage</span></strong></p><p><strong><span style=\"font-size: 18px;\">About the Role</span></strong></p><p>We are looking for a Loan Officer Assistant who thrives in a fast-paced, client-focused, and referral-driven environment. This role is a critical part of our mission to deliver a WOW client experience from first contact through closing while supporting the growth of our real estate agent and referral partner ecosystem. You’ll work side-by-side with the Loan Officer to ensure seamless execution of the loan process, freeing the LO to focus on business development and client consultations.</p><p><strong><span style=\"font-size: 18px;\">Key Responsibilities (Aligned to Team Holland’s Model)</span></strong></p><p>● Loan Intake & Applications</p><p>○ Gather complete borrower information and take thorough applications.</p><p>○ Collect and review initial documentation to ensure clean files for processing.</p><p>○ Run DU/LP findings, identify and correct errors, and escalate red flags quickly.</p><p>● Client Communication & Experience</p><p>○ Serve as a trusted point of contact for clients, keeping them updated on loan milestones.</p><p>○ Request and track missing documents promptly to avoid delays.</p><p>○ Reinforce our team’s reputation by delivering clear, proactive, and empathetic communication.</p><p>● Partner Support & CRM Management</p><p>○ Log all client and partner communications in CRM (Jungo/Salesforce).</p><p>○ Manage follow-up tasks, referral touchpoints, and pipeline workflows so nothing falls through the cracks.</p><p>○ Support realtor partners by delivering quick updates, ensuring a “refer with confidence” experience.</p><p>● Pipeline & Compliance Execution</p><p>○ Help structure deals to align with Fannie Mae, Freddie Mac, FHA, VA, USDA, and portfolio guidelines.</p><p>○ Price loans and quote fees/interest rates accurately.</p><p>○ Ensure all files are compliant with state, federal, and company requirements.</p><p><strong><span style=\"font-size: 18px;\">Qualifications (What We’re Looking For)</span></strong></p><p>● Knowledge of industry standards for income, asset, credit, and appraisal approval.</p><p>● Familiarity with Fannie, Freddie, FHA, VA, USDA, and niche programs.</p><p>● Strong attention to detail, organizational skills, and written communication.</p><p>● Comfort using CRM systems to manage tasks, notes, and workflows.</p><p>● Excellent interpersonal skills: able to build trust with clients and referral partners.</p><p>● A growth mindset with the ability to work in a goal-oriented, team-based environment.</p><p>● NMLS license (or ability to obtain if needed).</p><p><strong><span style=\"font-size: 18px;\">What Success Looks Like in This Role</span></strong></p><p>● Files are submission-ready the first time.</p><p>● Clients and partners feel informed and cared for at every step.</p><p>● The LO is freed up to focus on sales, referrals, and consultations because you own the backend process.</p><p>● CRM tasks and pipeline updates are consistently managed — creating predictability and scalability.</p></div></div></div>\n",
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