Digital Marketing and Client Growth Assistant
About The Position
Mutual of Omaha Mortgage is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below! Job Purpose: The Loan Officer Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete, accurate, and ready for submission—while also helping to maintain a positive and professional client experience. This position blends traditional mortgage support with light digital marketing and communication tasks to enhance client engagement and office efficiency.
Requirements
- High school diploma or equivalent required; college coursework preferred.
- Minimum 1–2 years of experience in mortgage lending, banking, or customer service.
- Experience with loan origination systems preferred.
- Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools.
- Basic understanding of social media platforms and video editing tools (Canva).
- Outstanding phone etiquette — confident, polished, and personable on every call.
- Strong written and verbal communication skills with a professional, positive tone.
- Highly organized, dependable, and detail-oriented.
- Ability to multitask, prioritize, and work efficiently under pressure.
- Positive attitude, enthusiastic energy, and collaborative team spirit are a must.
- Ethical, professional, and committed to delivering excellent customer service.
Nice To Haves
- Familiarity with AI writing and productivity tools (ChatGPT) a plus.
Responsibilities
- Monitor key dates and proactively track all milestones in the loan process.
- Manage and maintain accurate borrower and partner information in CRM databases.
- Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature.
- Communicate professionally with borrowers, title companies, and third parties to request and collect conditions.
- Prepare files for submission to processing and underwriting.
- Maintain organized electronic and paper files in compliance with company policy.
- Serve as the first point of contact for inbound calls — demonstrate exceptional phone manners, professionalism, and warmth at all times.
- Provide courteous, accurate updates to clients, partners, and internal departments.
- Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand.
- Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups.
- Assist with creating and posting compliant social media content to help educate and engage clients and referral partners.
- Support basic video editing (short clips, captions, or educational snippets) using tools such as Canva.
- Use AI tools (like ChatGPT) to help draft marketing captions, emails, or summaries for review.
- Maintain a content calendar for events, newsletters, and educational materials.
- Track engagement and help brainstorm creative ways to improve client outreach.
- Provide general administrative support such as scanning, filing, and organizing documents.
- Assist with internal event planning, mailings, and referral partner coordination.
- Support the Loan Officer with daily workflow, scheduling, and follow-up tasks.
- Maintain office organization, supplies, and readiness for client meetings.
Benefits
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- Company Paid Life Insurance
- 401K with a generous employer match
- Pet Insurance
- Free Legal Services
- Employee Loan Program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
