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Loan officer assistant checklist

Loan officer assistant checklist 2025

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The document is a comprehensive Loan Officer Checklist that outlines the necessary steps and verifications required for processing both closed-end and open-end loans. It includes sections for preliminary review, credit worthiness checks, equity assessments, approvals or denials, and preparation of closing documents. Additionally, it contains forms for verifying employment, deposits, and mortgage accounts to ensure the applicant's financial stability and eligibility for loans.

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Click ‘Get Form’ to open the loan officer assistant checklist in the editor.
Begin by entering the closed-end loan number and share account details at the top of the form. Fill in the applicant’s name, phone number, and address, followed by the co-applicant’s information.
Proceed to Section 1: Preliminary Review. Check off each completed step, including submission date, good faith estimate, application fee, debt/income ratio, and credit denial notice if applicable.
In Section 2: Credit Worthiness, verify deposits and employment. Ensure all verification fields are filled accurately before checking them off as completed.
Continue through Sections 3 to 5 for equity approval and document preparation. Each section requires checking off completed tasks and entering relevant dates where indicated.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do loan officer assistants need to be licensed?

You dont need a 4-year degree, but having one in business or finance is recommended. Youll also need to be licensed through the Nationwide Multistate Licensing System Registry (NMLS).

How much do loan officer assistants make in the US?

How much does a Loan Officer Assistant make? As of Sep 11, 2025, the average annual pay for a Loan Officer Assistant in the United States is $48,682 a year.

What do loan officer assistants do?

Their role involves handling administrative tasks, communicating with clients, gathering necessary documentation, and ensuring that all information is accurate and complete for underwriting. They often assist in pre-qualifying clients by reviewing credit scores, income verification, and other financial data.

What is the role of a loan officer assistant?

Assists lending officers in the preparation of pre-funding worksheets, loan documentation checklists and any other communications necessary to properly submit a loan package to the Loan Processing department. Creates/starts collateral and credit files. Maintains and files loan application documents for loan officer.

What are the goals of a loan assistant?

Measurable goals for a loan officer assistant might include preparing a certain number of loan applications per week, maintaining a high level of accuracy in paperwork, or achieving a satisfaction rating from customers.

What are the 6 items needed for a loan application?

What do I have to do to apply for a mortgage loan? Your name. Your income. Your Social Security number (so the lender can check your credit) The address of the home you plan to purchase or refinance. An estimate of the homes value. The loan amount you want to borrow.

Loan officer assistant checklist 2025

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