Job Description
Job Description
CMS Mortgage is looking for a Loan Officer Assistant to serve as a true right-hand partner to our lead Loan Officer. This is not an entry-level support role. We are looking for someone who is deeply experienced, client-facing, and genuinely excited about being part of a high-performing, AI-forward mortgage operation.
You will be introduced to every client from day one as a core member of the team. You will own the pre-approval pipeline, manage ongoing client communication, follow up with warm leads, and help build and maintain our GHL CRM infrastructure. When our Loan Officer cannot be reached immediately, you are the calm, knowledgeable voice clients trust.
If you thrive in a fast-paced environment, take pride in nothing falling through the cracks, this role was built for you.
Compensation & Perks:
- Competitive base compensation -- commensurate with experience
- Per-loan bonus structure with additional performance bonuses at volume milestones
- Full licensing cost coverage, including exam prep and application fees
- Paid access to tools, training resources, and AI platforms
- Flexible remote work structure with core business hours
- Direct mentorship from a top-5 Virginia mortgage broker (2024 Scotsman Guide)
Responsibilities:
- Pre-approval pipeline from application through pre-approval letter issuance
- Client communication via group text and email alongside the Loan Officer from day one
- Ongoing borrower updates and milestone communication throughout the loan process
- Lead follow-up for warm prospects and applicants who have gone quiet
- Loan scenario pricing and presenting options using lender-paid and borrower-paid
- structures
- AUS submission and credit analysis
- ARIVE pipeline management, including notes, conditions, and status updates
- GHL CRM management, including template building and pipeline automation
- Weekly pipeline meeting participation and proactive file accountability
Qualifications:
- Minimum 2 years of mortgage industry experience required
- Preferred backgrounds in order: Loan Officer Assistant, Mortgage Processor, Underwriter, Title or Closing
- Prior Loan Officer experience is not preferred for this role
- Must-Have Skills on Day One
- Income calculation, including self-employed borrowers.
- AUS experience with both DU and LP
- Loan scenario pricing, including lender-paid and borrower-paid structures
- Fluency in Conventional, FHA, VA, and Non-QM guidelines
- The Mindset We Cannot Train
- Detail-oriented -- nothing falls through the cracks, ever
- Proactive communicator -- clients and the LO get updates without having to ask
- Calm under pressure -- tight timelines and complex files don't rattle you
- Tech-forward and AI curious -- you figure out new tools independently and embrace innovation
- Warm and conversational -- you communicate with clients the way a trusted advisor would
About Company
CMS Mortgage Solutions (NMLS #212405) is a multi-state licensed mortgage brokerage with 115+ loan officers across 27 states. We operate on a philosophy we call "Confidently Boring" — compound growth over quick wins, systems over shortcuts, realistic promises over hype.
We have built one of the most advanced AI-powered Marketing Operating Systems in the mortgage industry: 26 specialized AI skills, 10 AI agents, automated content pipelines, compliance enforcement, documented workflows, competitive intelligence, brand voice guides, and a full technical infrastructure.