Job Description
Who We Are: Dominion Financial Services (DFS)is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter. We are currently seeking a detail-oriented and driven Loan Officer Assistant to join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation.
Our Company’s Core Values - Integrity
- Accountable & Dependable
- Team Centric
- System & Process Oriented
- Service Ethic
- Organized Efficiency - Risk Management & Compliance
Your Impact: - Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency.
- Support loan officers by managing intake workflows and ensuring timely follow-ups.
- Improve process efficiency by keeping data and documentation well-organized and up to date.
In This Role You Will: - Manage loan transitions from quote status to intake, ensuring priority and accuracy.
- Monitor the loan intake queue and initiate file setup based on submission dates.
- Review loan documentation for completeness and accuracy.
- Set up digital folders and enter key borrower and entity information into the loan origination system.
- Order and upload third-party reports from external platforms.
- Send and follow up on initial document requests to key contacts.
- Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
- Maintain accurate communication notes within internal systems.
- Utilize internal checklists to verify all required documents are collected and properly categorized.
- Perform preliminary quality control on documents and escalate issues when necessary.
- Monitor loan files using status dashboards and checklists to track progress.
- Transition files to the next stage once all intake requirements are complete.
- Ensure data and documentation in both the CRM and LOS remain up to date.
- Follow up daily for missing documents and escalate delays as needed.
- Document all follow-ups and status changes in internal systems.
Requirements: - 1–3 years of experience in mortgage, lending, financial services, or operations support.
- Strong working knowledge of loan documentation, loan file structures, and intake workflows.
- Proficiency with CRM systems (Salesforce) and loan origination systems (experience with LendingWise is a plus).
- Proficiency in Microsoft Office, especially Excel and Outlook.
- Demonstrated ability to follow structured processes and standard operating procedures (SOPs).
- Excellent attention to detail and data accuracy.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
Preferred Qualifications: - Familiarity with third-party mortgage tools and vendor platforms (e.g., Xactus, TLOxp, DataTree).
- Experience organizing and reviewing legal entity documentation (LLCs, Trusts, Corporations).
- Bachelor’s degree in Business, Finance, Real Estate, or related field.
Benefits: - Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching
- Paid time off
While At Dominion You Will Enjoy: - Company outings & social events
- Virtual events
- Companywide competitions and raffles
- Personal financial workshops
- Orioles season tickets
Job Tags
Full time, Temporary work, Work at office,