Loan Officer Assistant


  • Wayne, PA
  • Boca Raton, FL
  • Phoenix, AZ


The Loan Officer Assistant works alongside designated Loan Officers, supporting a team in the loan origination process, as well as performing daily administrative tasks. 


  • Perform specific tasks assigned by loan officer
  • Ensure files move through processing and closing in a timely manner
  • Establish appointments with clients
  • Meet with clients to complete necessary documents
  • Make copies of important documents
  • Promptly respond to client’s questions and concerns
  • Follow up with clients at all times, keeping them informed of the loan process
  • Accurately obtain & review applicant’s credit history
  • Systematically store and maintain client data and files
  • Properly prepare files for submission to processing
  • Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
  • Efficiently perform a variety of research duties in support of the branch
  • Stay acquainted with assigned Loan Officer’s daily schedule
  • Proficiently assist in the development of financial objectives in association with present data


  • Ability to exemplify the company values
  • Associates degree in a related field is preferred but not required
  • General knowledge of loan products and process
  • Proficient in Microsoft Office and capability to utilize office equipment
  • Excellent written and verbal communication skills
  • Proficient organization skills ; ability to prioritize
  • Ability to learn quickly and effectively
  • Excellent listening skills
  • Rapid decision making abilities
  • Aptitude to work in a fast-paced environment

For more than 25 years, The J.G. Wentworth Company®, through its affiliates and subsidiaries, has provided individuals the flexible options they need to respond to life’s changing needs. Today, The J.G. Wentworth Company® is a diversified company focused on providing direct-to-consumer solutions to financial needs through a variety of offerings, including: home lending and refinancing, structured settlement, annuity and lottery payment purchasing, access to personal loans, and prepaid cards. Our seasoned management team has developed a category-leading marketing, operations, customer service and funding infrastructure that has allowed us to achieve efficiency and economies of scale necessary for future growth. 

To apply to the open positions, please send your resume to  Please include a cover note detailing the role you are applying for. 

Get Cash