Mortgage Loan Officer Assistant I

Mortgage Loan Officer Assistant I

Pensacola, FL, United States and 1 more (Hybrid)

Job Description

To assist Loan Officers in facilitating the completion of mortgage loan applications. To collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquiries to help them collect required information and complete any necessary documentation.

Responsibilities

• Assist Loan Officers with loan documentation/review efforts and provide support throughout the loan application process
• Ensure progress and inclusion of required mortgage loan application information (e.g. required documentation, assets, income and liabilities, etc.)
• Review loan application packages for completeness, data integrity and accuracy and to determine if additional action and/or supporting documentation is required; to check for possible fraud and/or inconsistencies
• Review moderately complex files, identify issues, and determine solutions prior to submission for credit review and/or processing
• Ensure loan documentation is properly executed in conformance with legal regulatory and Navy Federal policy standards
• Ensure complete and accurate file submissions for underwriting review; to include coordinating and preparing documentation necessary for verifications and gathering information for new loan underwriting such as loan files, loan packages, credit reports, tax filings, facilitating title requests, etc.
• Review loan package documentation for discrepancies, omissions, and income calculations; coordinate with member to verify and update accordingly
• Follow up and respond to member inquiries and/or internal contacts on transactions as needed
• Screen and make calls and provide mortgage origination support as needed
• Provide a moderate level of expertise and member service to resolve moderately complex inquiries, requests, and problems
• Stay abreast of applicable federal and state laws, rules, regulations, and Navy Federal policies and procedures to maintain loan file compliance
• Perform other duties as assigned

Qualifications

• Experience in working in a high volume, fast paced environment

• Familiarity with Real Estate Lending systems, policies, procedures, practices and/or actions

• Familiarity with mortgage loan origination and documentation requirements and regulations

• Effective word processing and spreadsheet software skills

• Exposure to financial transaction/processing related responsibilities

• Exposure to working in member/customer service preferably in a call center/retail banking/financial institution

• Familiarity with financial institution and lending practices, principles and regulations

• Experience in managing multiple priorities independently and/or in a team environment to achieve goals

• Ability to work effectively and efficiently with automated systems

• Effective skill maintaining accuracy with attention to detail and meeting deadlines

• Effective research, analytical, and problem-solving skills

• Effective skill exercising initiative and using good judgment to make sound decisions

• Effective verbal and written communication skills

• Effective skill in comprehending, analyzing, applying and communicating complex written legal documents

• Effective skill performing mathematical calculations and working accurately with numbers

• Additional Information

Hours:

• Monday - Friday, 8:00AM - 4:30PM

Location

• 820 Follin Lane, Vienna, VA 22180
• 5510 Heritage Oaks Drive, Pensacola, FL 32526

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

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• NewsWeek America’s Greatest Workplaces for Culture, Belonging and Community 2026

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Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations

If you need accommodation or assistance for a qualifying condition to complete the online application or during any stage of the hiring process, you can contact Navy Federal's Medical Accommodations team or by calling the appropriate number. This team cannot provide any information on job postings or application status.

Disclaimers

Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

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Navy Federal Credit Union jobs are posted on our career site and reputable job boards. We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.