Job Details

About Us:

West Capital Lending is a fast-growing, high-performance mortgage brokerage dedicated to empowering loan officers with industry-leading support, technology, and access to top-tier lending solutions. We pride ourselves on delivering an exceptional client experience, transparent processes, and a culture built on collaboration, efficiency, and excellence.

We are seeking a Loan Officer Assistant who is proactive, detail-oriented, and committed to supporting a high-volume loan officer team. This role is essential to ensuring a smooth client experience from application through closing.

Position Overview

We are seeking a highly organized, proactive, and dynamic Loan Officer Assistant

to support our Loan Officer team both operationally and strategically. This role goes beyond

traditional loan support and serves as a central resource for the entire team, helping

drive communication, reporting, culture, branding, and team organization.

The ideal candidate is detail-oriented, tech-savvy, creative, and thrives in a fast-paced

environment. This person will assist with day-to-day loan support while also owning team

communications, performance reporting, social media growth, and team engagement

initiatives.

Key Responsibilities

Loan Officer / Production Support

• Assist Loan Officers with loan file setup, organization, and administrative support.

• Review loan applications and documentation for completeness and accuracy.

• Help collect borrower documentation and maintain accurate records in the Loan

Origination System (LOS).

• Coordinate with Processing, Underwriting, Funding, and Operations teams to help

move loans efficiently through the pipeline.

• Maintain calendars, scheduling, and follow-up communications for Loan Officers.

• Track loan milestones and ensure deadlines are met.

Team Communications & Internal Engagement

• Draft and send team-wide communications, including:

o Important company announcements

o Team updates

o Sales updates / contests

o Operational changes

o Event invitations

o Internal recognition and milestone announcements

• Serve as a communication bridge between leadership and the team.

• Ensure team members stay informed, aligned, and engaged.

Reporting & Analytics

• Become fully trained in Power BI, Tableau, and internal reporting systems.

• Generate and distribute daily team reporting, including:

o Production reports

o Pipeline updates

o Conversion metrics

o Performance dashboards

o KPI tracking

• Analyze reporting trends and help leadership identify opportunities for growth and

efficiency.

• Maintain reporting accuracy and timeliness.

Social Media & Team Branding

• Manage and grow the team's social media presence across platforms including

Instagram, LinkedIn, Facebook, and other relevant channels.

• Create engaging content that highlights:

o Team milestones

o Production wins

o Company achievements

o Team outings and events

o Recruiting / culture initiatives

• Coordinate photography/video capture for important events and milestones.

• Help build and maintain a strong brand presence for the team.

Team Culture / Event Coordination

• Coordinate team outings, celebrations, networking events, and internal functions.

• Assist in planning recognition initiatives and team-building activities.

• Help foster a positive, energetic, and collaborative team culture.

• Coordinate logistics for meetings, events, and offsite gatherings.

Team Resource / Administrative Support

• Serve as a go-to resource for team members for questions, updates, and support.

• Assist with onboarding new team members.

• Support leadership with special projects and operational initiatives.

• Help improve team processes, organization, and overall efficiency.

Qualifications

• 2+ years of mortgage industry experience preferred

• Experience supporting Loan Officers or mortgage production teams strongly

preferred

• Strong communication and writing skills

• Experience with Power BI / Tableau reporting (or ability to learn quickly)

• Social media management / content creation experience preferred

• Strong organizational and project management skills

• Ability to multitask in a fast-paced environment

• High attention to detail and professionalism

Technical Skills

• Loan Origination Systems (LendingPad, Encompass, Arive, etc.)

• Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)

• Power BI / Tableau

• Canva / Adobe Creative Suite (preferred)

• Social media platforms (Instagram, LinkedIn, Facebook)

• CRM / reporting systems

Key Competencies

✔ Strong communicator

✔ Highly organized

✔ Creative thinker

✔ Data-driven

✔ Team-oriented

✔ Self-starter

✔ Problem solver

✔ Positive attitude / culture builder