Assistant to Loan Officer Loan Partner
Starting pay rate ranges between $17 to $21/hr DOE
An exciting opportunity for an outgoing organized detailoriented 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 borrowers dream of homeownership a reality.
What our Assistant to Loan Officer is responsible for:
- Manage your Loan Officers 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 Officers 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 Officers 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 :
- Recent professional office work experience preferred customer service experience highly desired.
- Bilingual in Spanish is a plus.
- 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.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Fulltime