Job Description

Assistant to Loan Officer - Loan Partner

Starting pay rate ranges between $20 to $24/hr DOE plus per file bonuses.

This position requires working a full-time, Monday through Friday schedule starting at 7am PST and working until 3:30pm or 4pm PST with possible overtime. This position is available to work in either our Sacramento or Lodi CA branch.

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 Assistant to Loan Officer is a pivotal role that provides administrative and marketing support to the busy Loan Officers, helping them grow their business, and assisting in making the borrower’s dream of homeownership a reality.

What our Assistant to Loan Officer 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.

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Qualifications

• 1 year of recent professional office work experience in a client facing role.
• 1 year of Recent residential mortgage experience in a related role is highly preferred.
• NMLS licensed (or ability to get licensed within your first 90 days) is a plus.
• 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.
• Stable work history a must.
• High school diploma or equivalent.

Additional Information

All your information will be kept confidential according to EEO guidelines.