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.