Full-Time

Loan Officer Assistant

FocusOne

FocusOne

11-50 employees

Credit union collection services

No salary listed

Houston, TX, USA

Hybrid

Hybrid schedule available following successful onboarding and training.

Bachelor's

Category
Finance & Banking (1)
Required Skills
Microsoft Office
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Microsoft Outlook

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Requirements
  • High School Diploma or GED.
  • Working knowledge of Microsoft Office, including Outlook, Excel, and Word.
  • Ability to make outbound calls and engage with prospective borrowers.
  • Ability to manage multiple files, leads, and deadlines simultaneously.
  • Professional verbal and written communication skills.
  • Ability to work independently and as part of a team.
Responsibilities
  • Contact inbound mortgage leads from credit union partners by phone, email, and text message to establish initial contact and assess borrower needs.
  • Conduct preliminary borrower conversations to gather information, determine eligibility, and identify financing objectives before introducing members to a Loan Officer.
  • Manage a high volume of inbound lead opportunities while maintaining timely follow-up and detailed communication records.
  • Assist with loan setup, application review, and collection of borrower documentation.
  • Communicate with borrowers, Realtors, title companies, insurance agents, and internal team members regarding loan status and outstanding items.
  • Review files for completeness and accuracy before submission to the Loan Officer.
  • Track loan milestones and proactively follow up on conditions and required documentation.
  • Maintain accurate loan information and notes within the Loan Origination System.
  • Assist with disclosures, pre-qualification activities, and pipeline management.
  • Help ensure loans move efficiently from application through closing.
  • Deliver customer service while maintaining compliance with company policies and mortgage lending regulations.
Desired Qualifications
  • At least 2 years of mortgage industry experience.
  • Experience as a Loan Officer Assistant, Loan Partner, Junior Processor, Loan Setup Specialist, Mortgage Processor, Escrow Officer, Title professional, or Mortgage Call Center Specialist.
  • Experience with Encompass Loan Origination System.
  • Spanish and English bilingual skills.

FocusOne is a financial-services company supporting credit unions with collections and recovery operations. The company provides delinquency management, member outreach, asset recovery, and related back-office services. It serves credit unions, their members, lenders, and financial operations teams. Its operating model centers on specialized service teams work within client policies, regulatory requirements, and documented account workflows. Teams work across collections, member service, compliance, account operations, analytics, and client management. The business combines technical knowledge, practical execution, and ongoing support across the markets it serves.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Houston, Texas

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • FocusOne launched a 2026 Houston mortgage servicing venture with AMOCO and First Community.
  • Its website still sells automobile lending, mortgage lending, servicing, and insurance products.
  • LinkedIn lists 51-200 employees, suggesting a meaningful operating platform for growth.

What critics are saying

  • FocusOne depends on credit-union partnerships; losing one anchor partner weakens the platform fast.
  • A mortgage-servicing launch in 2026 exposes execution risk, compliance risk, and integration delays.
  • Severe servicing missteps or partner defections can force a breakup of FocusOne's brand by 2027.

What makes FocusOne unique

  • FocusOne unifies CUAC, Member Auto Center, Member Home Loan, and CU Alliance Insurance.
  • Houston headquarters and 1998 founding signal entrenched credit-union relationships.
  • 2026 mortgage servicing venture with AMOCO and First Community deepens distribution.

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Benefits

Hybrid Work Options

Flexible Work Hours

Company News

Credit Union Acceptance Company
Apr 5th, 2024
Jefferson Parish Employees FCU Partners with CUAC

"Jefferson Parish Employees FCU is excited about the opportunity to partner with CUAC for indirect lending.