Mortgage Loan Assistant III

Elevations Credit Union • Broomfield, CO

8d • $23 - $28 • Hybrid

About The Position

The Mortgage Loan Assistant III (LOA III) independently manages the mortgage loan process from application through funding, serving as the primary project manager with minimal supervision while ensuring accuracy, timeliness, and regulatory compliance. This role leads pipeline meetings, proactively identifies and resolves issues before key deadlines, and communicates loan progress to members and real estate partners with a high level of expertise. The LOA III operates with greater autonomy and advanced authority—preparing appraisal reconsiderations, rapid rescoring, loan committee reviews, and developing targeted marketing strategies to expand the loan officer’s referral network and book of business.

Requirements

• Equivalent to a high school education
• Minimum three years mortgage experience – 1 year mortgage sales experience required
• Knowledge of Fannie Mae & Freddie Mac guidelines, mortgage regulations and TRID compliance
• Demonstrated experience with mortgage loan programs, structure, options and pricing
• Ability and willingness to provide encouragement and support to fellow LOA’s by sharing mortgage knowledge and best practices.
• Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Candidate must have an ability to foster positive work relationships with people both inside and outside the organization.

Responsibilities

• Take ownership of the mortgage loan process from application to funding, acting as project manager with minimal supervision.
• Interacts and communicates with members, loan officers, fellow LOA’s, processors, underwriters, closers, title agents and real estate professionals in a collaborative and professional manner throughout the entire loan process
• Schedule and attend pipeline meetings for loans in process
• Effectively manage purchase contract and lock expiration dates, anticipating areas of concerns and proactively addressing issues prior to deadlines
• Prepares and submit appraisal reconsiderations, rapid rescore requests and loan committee reviews independently
• Create, prepare and implement marketing ideas and support to expand loan officer referral partners and book of business

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees