Rate · 1 day ago
Associate Loan Officer (Licensed Sales Assistant)
United States
Full-time
Remote
Senior Level
5+ years expRate is one of the nation's top retail mortgage lenders, and they are seeking an experienced, licensed Associate Loan Officer to join Pat Gannon's top-producing team in the DMV market. This role involves managing loans from application to closing while also building and closing self-sourced originations.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
Take ownership of loans from application (handoff) through CTC, including borrower communication, documentation collection, and condition management
Perform licensed origination activities, including borrower consultations, discussing programs/options, and guiding borrowers through next steps
Review applications (1003) for completeness and accuracy; identify missing items and potential issues early
Coordinate with processing, underwriting, and closing/title to clear conditions and keep timelines on track
Provide consistent updates to borrowers and referral partners (realtors, builders, attorneys/title)
Conduct initial calls with new clients to review their goals and explain our process
Handle client questions and provide support throughout the process, including guiding them through application instructions
Originate and manage self-sourced loans from lead through closing
Complete pre-approval letters (PAL) same-day when necessary
Maintain accurate CRM/LOS notes, tasks, and pipeline status for transparency and compliance
Coordinate with real estate agents and buyers, scheduling calls for senior team members as needed
Track and manage leads, providing status reports to the team
Proactively follow up with leads via phone and email
Qualification
Required
Active NMLS license (must be eligible to perform licensed mortgage origination activities)
5 to 10 years of mortgage banking experience, including loan origination and/or LOA (Sales Assistant) experience
Exceptional communication skills – both verbal and written – essential for interacting with clients and real estate agents
Highly organized and detail-oriented – capable of managing multiple tasks, deadlines, and pipeline management
Tech-savvy – comfortable learning new systems and thriving in a deadline-driven, remote environment
Benefits
401(k)
Vacation benefits
Medical/dental/vision
Flexible spending accounts
Life insurance
Well-being programs
And more
Company
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase