Loan Officer Assistant
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 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. Position reports to our downtown Chicago office however work from home opportunities are available for experienced candidates. Position requires working a Central Time Zone schedule.
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.
- 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.
Nice To Haves
- Mortgage/finance experience a plus.
- NMLS licensed is a bonus.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
