Mortgage Loan Officer Assistant - Unlicensed

CHURCHILL MORTGAGE CORPORATION•Marshfield, MA

24d•Onsite

About The Position

This role serves as a key operational partner to the Loan Officer, ensuring exceptional client service and efficient execution of business development initiatives - client engagement, marketing initiatives & pipeline management. The ideal candidate is highly organized, proactive, and committed to delivering exceptional service to clients and referral partners.

Requirements

High school diploma or equivalent required.
Minimum 1 year of administrative, customer service, sales support, mortgage, banking, or real estate experience.
Strong organizational, communication, and customer service skills.
Proficiency in Microsoft Office and CRM/database systems.
Ability to manage multiple priorities and work independently in a fast-paced environment.
Employment is contingent upon successful completion of required pre-employment checks, including criminal history and credit background checks, in accordance with applicable law.
Churchill Mortgage participates in E-Verify and verifies each new employee’s identity and work authorization through Form I-9 in accordance with federal law.

Nice To Haves

Mortgage industry experience preferred but not required.

Responsibilities

Keep CRM in shape
Organize & execute marketing campaigns for past clients
Manage agent engagement activities, including events, gifts, and recognition programs
Assist in keeping client engaged
Keep track of expiring approvals
Follow-up on documents on expired approvals and CHB loans
Send out weekly emails to all HOT approvals with available homes for sale
Organize and execute client events
Organize Loan Officer’s calendar
Generate database call lists for each day for the upcoming weeks, months, quarters
Other duties as assigned