Overview
Loan Officer Assistant Jobs in Baltimore, Maryland, USA at Dominion Financial
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, financial services, or operations support
Strong knowledge of loan documentation, file structures, and intake workflows
Proficiency with CRM systems (Salesforce) and loan origination systems (experience with Lending Wise 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, Data Tree)
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
Company wide competitions and raffles
Personal financial workshops
Orioles season tickets
#J-18808-Ljbffr
Title: Loan Officer Assistant
Company: Dominion Financial
Location: Baltimore, Maryland, USA
Category: Finance & Banking (Loan Servicing, Finance Assistant), Administrative/Clerical (Loan Servicing, Finance Assistant)
