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 Assistantto join our rapidly expanding team and contribute to our mission of empowering real estate investors across the nation.
Our Company’s Core Values
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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 Assistantto 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
- 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
- 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
- 1–3 years of experience in mortgage, lending, financial services, or operations support
- Strong knowledge of loan documentation, 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
- 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
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching
- Paid time off
- Company outings & social events
- Virtual events
- Companywide competitions and raffles
- Personal financial workshops
- Orioles season tickets
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