Loan Officer, Junior

About the role

The Loan Officer, Junior position at Hudson, MA is part of the Retail department. This role is managed by a Branch Manager or an assigned Retail Loan Officer. The position is non-exempt and eligible for overtime.

Responsibilities

• Support loan officers with realtor, builder, and partner outreach
• Manage and track referral partner follow-ups
• Prepare contact lists and outreach schedules
• CRM & Database Management
• Maintain and update CRM records (realtors, past clients, prospects)
• Track touchpoints, notes, and follow-up reminders
• Auxiliary support for marketing campaigns
• Coordinate co-branded materials with realtors
• Schedule and post social media content (as directed)
• Work with corporate or third-party marketing vendors when needed
• Help plan and coordinate events
• Manage invitations, RSVPs, and post-event follow-ups
• Track event outcomes and leads
• Prepare marketing packets and presentations
• Organize calendars related to business development activities
• Aid in reporting (activity tracking, outreach metrics)
• Handle light administrative tasks to keep workflows moving
• Support as a professional point of contact for partners and clients
• Ensure timely responses and follow-through
• Maintain a polished, consistent brand experience
• Follow through on all professional conditions and continued education requirements for licensure
• Occasionally participate in branch/headquarter meetings that require attendance

Qualifications

• Minimum of a high school diploma required
• College Degree in Business or Finance preferred, but not required
• Minimum 1+ years of loan originator experience, loan officer assistant experience, or strong sales experience with demonstrated potential to transfer skills to mortgage origination
• Minimum of 1+ year of marketing experience in sales environment
• Experience supporting a manager on a day to day basis or experience as an executive assistant
• Detail oriented, organized with strong follow-up & time management skills
• Basic math skills
• Interpersonal skills that forge professional relationships and support, strong oral, verbal and written communication skills
• Ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business
• To be knowledgeable and articulate regarding all aspects of the loan products offered such as FHA/VA, FHLMC, FNMA, JUMBO and all other Area, City, State, County and National loan programs that the company offers
• Strong skillset in social media marketing and ability to gain customer interaction with such marketing techniques
• Ability to juggle multiple priorities in a fast-paced environment
• Must obtain or currently have an active Mortgage Loan Originator (MLO) license through NMLS prior to receiving a job offer
• Experience using Empower Loan Management Software preferred but training is provided
• Experience using a CRM system and other basic marketing tools required
• Experience using Microsoft Office Suite, Adobe, DocuSign, Social Media and more

Benefits

No specific benefits are listed in the job posting.

Pay

The pay rate for this position is $15.00 per hour plus commission/overrides.

Schedule

The position is full-time with 40 hours per week. Eligible for approved overtime.