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Loan Officer Assistant

Date: Jan 16, 2022

Location: Richmond, VA, US, 23226

Company: United Bank

Job Description

Under some supervision and following established policies procedures, assists loan officers in the preparation and analysis of loan requests, contacting customers and working directly with lender programs and account executives.





  • Analyzes loan files including analysis of borrower’s income, asset, and credit, making sure that it meets specific underwriting criteria.
  • Inputs new loan files on to the appropriate software.
  • Prepares loan documents, sets up loan files and follows up with supporting documents.
  • Assists customers and follows up on outstanding items.
  • Organizes all documentation submitted and verifies file completeness.
  • Coordinates or assists Loan Processors with lender, borrower, escrow and other external and internal customers to satisfy all loan conditions.
  • Maintains dialogue with loan officers and real estate brokers with loan status reports.
  • Supports, creates and executes marketing initiatives and loan tracking reports
  • Responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act. 
  • Performs other duties as assigned.




  • This position does not include supervisory responsibilities.


  • High school degree or greater, with focus in accounting, financial or business preferred.
  • Minimum of 1-2 years of experience in mortgage lending and loan administration preferably in residential lending.





  • PC literate with ability to utilize MS Word, Excel, PowerPoint, Publisher and other related software, including loan software such as Calyx Point.
  • Strong verbal and written communication skills. 
  • Well organized and detail oriented.
  • Ability to function in a team environment.
  • Ability to meet deadlines, problem solve and think creatively.
  • Able to professionally interact with both internal (staff/sales) and external customers.
  • Ability to work well as a liaison for the loan officer and any outside company contacts.





  • Decisions are made based on established policies and procedures.
  • Determines if applicants are eligible for credit based on broad guidelines.
  • Determines which vendors will be used for data processing.

Company Profile

If you are looking for an organization that offers meaningful and interesting roles with an excellent benefits and compensation package, career development, and camaraderie, look no further than George Mason Mortgage, LLC.


George Mason Mortgage, LLC is an industry-leading lender and a wholly owned subsidiary of United Bank. With headquarters in Fairfax, Virginia, we have expanded our name with retail offices throughout Virginia, Washington, D.C., Maryland, North Carolina and South Carolina. Founded in 1980, our goal is to provide solid financial value to homeowners while standing by our reputation of consistently being a top lender.


Our specialized team of talented individuals allows us to close loans efficiently. With in-office processing, underwriting and closing, we are in control of the mortgage process and work with our clients every step of the way. Join a team of professionals who bring a variety of talent to the table, while working for a reputable company that fully supports its employees.

Nearest Major Market: Richmond

Job Segment: Loan Officer, Loan, Retail Sales, Outside Sales, Banking, Finance, Retail, Sales