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Mortgage assistant vs loan assistant

The differences between mortgage assistants and loan assistants can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a mortgage assistant and a loan assistant. Additionally, a loan assistant has an average salary of $36,962, which is higher than the $33,961 average annual salary of a mortgage assistant.

The top three skills for a mortgage assistant include data entry, mortgage loans and loan applications. The most important skills for a loan assistant are customer service, loan applications, and mortgage loans.

Mortgage assistant vs loan assistant overview

Mortgage AssistantLoan Assistant
Yearly salary$33,961$36,962
Hourly rate$16.33$17.77
Growth rate-3%-3%
Number of jobs5,1478,923
Job satisfaction--
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 51%
Average age4242
Years of experience44

What does a mortgage assistant do?

A mortgage assistant, sometimes referred to as a loan officer assistant, works directly with clients and members of the office to meet set organization goals. Their key responsibilities include reviewing loan applications, preparing letters for credit for clients, offering administrative support to supervising loan officers, and providing customer service to clients. They are also required to use computer programs to track loan processing and billing. This role requires customer service experience and knowledge of relevant computer software.

What does a loan assistant do?

Loan assistants act as support primarily to loan officers in preparing, reviewing, and verifying account documentation pertinent to loans. Also, ensuring the completeness of the loan files and that all collateral has been properly secured. In addition, loan assistants update collateral values on commercial and residential real estate loans as assigned by senior management. They stay within the guidelines established by bank policy and maintain the highest level of confidentiality with all information obtained.

Mortgage assistant vs loan assistant salary

Mortgage assistants and loan assistants have different pay scales, as shown below.

Mortgage AssistantLoan Assistant
Average salary$33,961$36,962
Salary rangeBetween $26,000 And $43,000Between $28,000 And $47,000
Highest paying CityRockville, MDOlympia, WA
Highest paying stateWest VirginiaWashington
Best paying companyDFCU FinancialUniversity of California, Berkeley
Best paying industryProfessionalFinance

Differences between mortgage assistant and loan assistant education

There are a few differences between a mortgage assistant and a loan assistant in terms of educational background:

Mortgage AssistantLoan Assistant
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 51%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Mortgage assistant vs loan assistant demographics

Here are the differences between mortgage assistants' and loan assistants' demographics:

Mortgage AssistantLoan Assistant
Average age4242
Gender ratioMale, 21.6% Female, 78.4%Male, 18.2% Female, 81.8%
Race ratioBlack or African American, 12.0% Unknown, 4.4% Hispanic or Latino, 13.7% Asian, 7.9% White, 61.5% American Indian and Alaska Native, 0.4%Black or African American, 12.2% Unknown, 4.3% Hispanic or Latino, 15.4% Asian, 7.4% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between mortgage assistant and loan assistant duties and responsibilities

Mortgage assistant example responsibilities.

  • Review HUD-1 for accuracy and to make sure it is within the RESPA guidelines. ''
  • Re-Disclose file per RESPA guidelines when require.
  • Well verse in first and second mortgage options and reverse mortgages with FHA.
  • Prepare HMDA data for deny and withdrawn loans to be submit to compliance officer for audit
  • Perform moderately complex loan calculations, satisfy underwriters' conditions, review HUD1, prepare files for HMDA.
  • Conduct research on mortgage documents such as HUD, title, homeowner s insurance policy, and flood policy.
  • Show more

Loan assistant example responsibilities.

  • Keep the ATM balance and fill.
  • General teller duties, responsible for balancing cash drawer, ATM, vault.
  • Background in commercial real estate lending, A/R lending, SBA, construction loans, and consumer lending.
  • Iprocess all NSF returns including and not limit to checks, ACH, chargebacks and all cash items.
  • Request and work with all SBA offices for loan documents as needed for disputes or proof of debt request.
  • Support streamlined document management for residential mortgage origination company.
  • Show more

Mortgage assistant vs loan assistant skills

Common mortgage assistant skills
  • Data Entry, 16%
  • Mortgage Loans, 13%
  • Loan Applications, 9%
  • Origination, 8%
  • Excellent Organizational, 6%
  • Customer Service, 6%
Common loan assistant skills
  • Customer Service, 19%
  • Loan Applications, 9%
  • Mortgage Loans, 7%
  • Financial Statements, 5%
  • Order Appraisals, 5%
  • Data Entry, 4%

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