Job Description

Morgan Financial, a well-established mortgage lender with 23 years of success in Melbourne, Florida, specializes in Conventional and VA mortgage loans—serving Brevard County and beyond. We're driven by strong partnerships with real estate agents, past clients, and consumer-direct channels, and we're growing!

We’re seeking  motivated, energetic, and ambitious individuals to join as a  Mortgage Loan Officer Assistant . No previous experience? No problem. This is your chance to gain hands-on experience in the mortgage industry! Must be out-going, detail oriented, and with a high sense of urgency.

What You’ll Do:

• Assist loan officers in originating and processing mortgage loans.
• Manage loan officer pipelines, scheduling appointments, and provide excellent customer service.
• Gather and organize loan documents
• Review loan disclosures prior to and with clients
• Get initial information about income, assets and credit with prospective clients
• Schedule appointments for loan officers to meet with prospective clients.
• Collect and review loan application documents from clients. Learn the lingo, documents and requirements.
• Aid clients in completing their loan application.
• Ensure all loan application documents are complete and accurate.
• Provide regular updates to clients and partners on the status of loan applications.
• Act as a partner to our clients throughout the loan process.
• Maintain a positive relationship with referral partners and clients.
• Generally, assist the loan officer in maintaining and growing their business by completing the tasks needed to let them focus on driving sales.

What We’re Looking For:

• Positive attitude and the ability to thrive in a fast-paced environment.
• HIGH sense of urgency - why do later what you can get done now?
• Strong  communication skills and a genuine desire to help clients achieve their homeownership goals.
• Interest in  sales and the real estate market.
• A  team player who is eager to grow and succeed.

Why Morgan Financial?

• Comprehensive training from experienced professionals.
• Career advancement if you are interested in becoming a full-fledged  Mortgage Loan Officer .
• A supportive company culture that values hard work, ambition, and a customer-first approach.

Qualifications:

• Either an active NMLS MLO license OR MUST be able to pass the NMLS Exam on the first try to be considered and obtain a NMLS MLO License
• A competitive drive
• 4 years of professional work experience OR Bachelor’s Degree + 1 year of professional work experience
• Strong communication and customer service skills.
• Bilingual/Spanish-speaking is a PLUS!
• Ability to work independently and as part of a team.
• Excellent attention to detail.
• Ability to multitask and prioritize tasks.
• Basic computer skills.
• Exhibit strong work ethic
• Organized with an attention to detail
• Demonstrate superior communication skills (both written and verbal)

Note, this position is not remote. You must be able to work full-time at our office in Melbourne, FL. We will not consider prospective employees who are not already relocated to our area.

Morgan Financial is an Equal Employment Opportunity employer.

Morgan Financial affords equal employment opportunity to all qualified individuals.

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