Job Description

Loan Officer Assistant

Starting pay rate ranges between $18 to $24/hr DOE and includes the potential to earn monthly bonuses based on production.

An exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting or continuing a career in the world of mortgage and finance. The Loan Officer Assistant (AKA Loan Partner I) 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 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

• 1 year of current mortgage experience as a loan officer assistant, loan processor, or loan originator, etc. is highly preferred.
• Recent professional office work experience preferred, customer service experience highly desired.
• MS Office skills including proficiency in Outlook and other scheduling assistants.
• 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.