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Loan Officer Assistant

Dominion Financial Services

Baltimore, MD

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Artificial Intelligence (AI), Communication Skills, Continuous Improvement, Customer Experience, Customer Relationship Management (CRM) Systems, Data Quality, Detail Oriented, Documentation, Emerging Technology, Finance, Financial Services, Legal Documents, Loan Documents, Loan Origination, Loan Structuring, Loans, Microsoft Excel, Microsoft Office, Microsoft Outlook, Mortgage, Mortgage Lending, Multitasking, Operational Support, Operations, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Productivity Management, Property Rentals, Real Estate, Risk Management, Salesforce.com, Standard Operating Procedures (SOP), Time Management, Writing Skills
LOCATION
Baltimore, MD
POSTED
Today
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.

At Dominion, we are committed to building a culture of continuous improvement and innovation. We embrace emerging technologies, including AI, to help our team members work more efficiently, solve problems more effectively, and create greater impact in their roles. Employees are encouraged to explore new tools and processes that improve productivity, enhance the customer experience, and support the company's growth.

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.

AI-Enabled Workplace
Our company actively incorporates artificial intelligence into daily operations and expects team members to utilize AI tools as part of their standard workflow. All employees are provided with access to Claude, including unlimited token usage, and are encouraged to leverage AI to increase productivity, automate routine tasks, improve communication, enhance decision-making, and drive innovation. Experience with AI tools is preferred, and a willingness to adopt AI-assisted work practices is expected for this role.

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 
  • Professional development and AI training opportunities
  • Access to leading AI tools, including Claude
  • Companywide competitions and raffles 
  • Personal Financial Workshops
  • Orioles Season Tickets

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About the Company

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Dominion Financial Services

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