Summit Funding
Job Description
Loan Officer Assistant - LPI
Starting pay rate ranges between $17 to $21/hr DOE
An exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting a career in the world of mortgage and finance. The Loan Officer Assistant is a pivotal role that provides administrative and marketing support to the busy Loan Officer, helps them grow their business, and assists in making the borrower’s dream of homeownership a reality.
What our Loan Officer Assistant-Loan Partner is responsible for:
Manage your Loan Officer's calendar, keeping your Loan Officer on schedule and on task.
Monitor and manage communication on behalf of your Loan Officer as needed.
Source and follow up with leads, schedule and confirm appointments with borrowers and referral partners.
Prepare potential borrowers before they come in to meet with your Loan Officer.
Send out thank you correspondence to borrowers and referral partners on your Loan Officer’s behalf.
Assist the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns.
Collaborate with your Loan Officer to come up with new, creative, unique ideas for marketing campaigns.
Manage and update social media sites and marketing campaigns.
Coordinate Happy Hour, Lunch and Learn and other events with clients, referral partners, vendors and internal team members.
Represent and be the "face" of the Loan Officer’s Team in a professional, outgoing and upbeat manner.
Assist the Loan Officer with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home.
Qualifications: Qualifications
Recent professional office work experience preferred, customer service experience highly desired. Mortgage/finance experience a plus.
NMLS licensed is a bonus.
MS Office skills.
Excellent organization, attention to detail and time management skills.
Professional verbal and written communication skills.
World class customer service skills and a positive attitude.
Ability to meet deadlines and hold your Team Members accountable.
Ability to work well independently as well as part of a team.
Must be able to work a full time standard 40-hour work week, plus potential overtime as necessary in our professional office.
Stable work history a must.
High school diploma or equivalent.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Loan Officer Assistant - LPI
Starting pay rate ranges between $17 to $21/hr DOE
An exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting a career in the world of mortgage and finance. The Loan Officer Assistant is a pivotal role that provides administrative and marketing support to the busy Loan Officer, helps them grow their business, and assists in making the borrower’s dream of homeownership a reality.
What our Loan Officer Assistant-Loan Partner is responsible for:
Manage your Loan Officer's calendar, keeping your Loan Officer on schedule and on task.
Monitor and manage communication on behalf of your Loan Officer as needed.
Source and follow up with leads, schedule and confirm appointments with borrowers and referral partners.
Prepare potential borrowers before they come in to meet with your Loan Officer.
Send out thank you correspondence to borrowers and referral partners on your Loan Officer’s behalf.
Assist the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns.
Collaborate with your Loan Officer to come up with new, creative, unique ideas for marketing campaigns.
Manage and update social media sites and marketing campaigns.
Coordinate Happy Hour, Lunch and Learn and other events with clients, referral partners, vendors and internal team members.
Represent and be the "face" of the Loan Officer’s Team in a professional, outgoing and upbeat manner.
Assist the Loan Officer with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home.
Qualifications: Qualifications
Recent professional office work experience preferred, customer service experience highly desired. Mortgage/finance experience a plus.
NMLS licensed is a bonus.
MS Office skills.
Excellent organization, attention to detail and time management skills.
Professional verbal and written communication skills.
World class customer service skills and a positive attitude.
Ability to meet deadlines and hold your Team Members accountable.
Ability to work well independently as well as part of a team.
Must be able to work a full time standard 40-hour work week, plus potential overtime as necessary in our professional office.
Stable work history a must.
High school diploma or equivalent.
Additional Information
All your information will be kept confidential according to EEO guidelines.