Assistant to Loan Officer

Summit Funding • Rockwall, TX

4h • Onsite

About The Position

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.

Requirements

• Recent professional office work experience preferred, customer service experience highly desired.
• 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.
• The ability to work a full time schedule standard business schedule in our Rockwall branch.

Nice To Haves

• Recent experience in a sales support position within the mortgage industry a plus.

Responsibilities

• 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.

Benefits

• Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
• Opportunity to earn competitive compensation.
• Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
• Fun team atmosphere, professional development, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED