Loan Officer Assistant

Company: AMERICAN HERITAGE LENDING LLC
Location: Irvine
Posted on: February 14, 2026

Job Description:

Job Description Job Description Why American Heritage Lending: American Heritage Lending is in search of highly motivated and customer-centric individuals to join our team as a Loan Officer Assistants. We are looking for sales professionals who are dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships. Essential Duties & Responsibilities include: Accurately input new loan applications into the system, ensuring all information is complete and correct. Assist borrowers in collecting and submitting required initial documentation for loan processing. Track and organize all submitted documents, ensuring they are uploaded into the system and shared with relevant stakeholders. Perform quality checks on applications and documentation to identify and address discrepancies before submission. Monitor loan application pipelines and provide updates to the sales team regarding application statuses and next steps. Operations Coordination Work closely with the operations team to ensure quick and efficient processing of loan applications. Act as a liaison to address operational inquiries, troubleshoot issues and escalate concerns when necessary. Help streamline communication between sales and operations to enhance overall workflow. Customer Interaction Serve as the primary point of contact for borrowers with simple inquiries, such as updates on their application status or clarification on required documentation. Provide excellent customer service, ensuring borrowers feel supported and informed throughout the loan process. Direct complex inquiries to the appropriate loan officer or team member for resolution. CRM Data Management Maintain a clean and organized database by entering borrower details, monitoring loan statuses and tracking communication records. Regularly audit CRM records to ensure data accuracy and consistency. · Generate reports and insights from the CRM to support sales strategies and performance tracking. Administrative Support · Follow up on outstanding borrower or partner tasks to ensure timely completion. · Assist the sales team with scheduling, preparing materials and coordinating meetings. · Take on ad hoc tasks and projects assigned by the sales team to support business objectives. Experience & Minimum Qualifications (Skills, Knowledge & Abilities): Exceptional organizational and multitasking abilities with a keen eye for detail. Strong communication skills, both written and verbal. Proficiency in Microsoft Office Suite and CRM systems, experience with loan origination software a plus. Customer-focused, friendly and professional demeanor. Eagerness to learn and develop within the investment-purpose lending industry. Ability to thrive in a fast-paced, deadline driven environment. Essential Mental & Physical Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Frequently required to sit, stand, kneel, stoop, or squat Use hands or fingers to handle or feel objects, tools, or controls Reach with hands and arms Talk or hear Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus Occasionally lift and/or move up to 25 pounds Ability to analyze situations logically to identify causes and draw solid conclusions Ability to anticipate the consequences of a situation Ability to modify one’s own behavior to meet expectations of others Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing Physical Demands: The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate. Job Classification: Non-Exempt Location: Onsite- 19800 MacArthur Blvd., Ste 950, Irvine, CA 92612 Benefits: Medical Dental Vision Matching 401(k) Basic Life & AD&D Paid Time Off Paid Holidays Why American Heritage Lending: We are a high-growth Company that doubled our staff in 2022 Competitive Salary Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more We are not impacted by the volatility of the interest rate. This Company describes its culture as: Family-Accountability-Integrity-Teamwork-Have fun along the way Start your career today with American Heritage Lending! Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.

Keywords: AMERICAN HERITAGE LENDING LLC, Santa Ana , Loan Officer Assistant, Administration, Clerical , Irvine, California