Mortgage Loan Officer Assistant - Unlicensed

Basic Function

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.

Responsibilities

• Database duties: Keep CRM in shape; organize & execute marketing campaigns for past clients
• Agent Marketing: Manage agent engagement activities, including events, gifts, and recognition programs
• Client experience: 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
• Prospecting: Organize Loan Officer's calendar; generate database call lists for each day for the upcoming weeks, months, quarters
• Other duties as assigned

Qualifications

• 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
• Mortgage industry experience preferred but not required

Compensation

Compensation is determined by job-related qualifications, including experience, education, skills, and other role-specific factors, and will be discussed during the hiring process.

Benefits

• Medical, dental, and vision coverage
• Health Savings Account and Flexible Spending Account options
• Life, disability, accident, cancer, and critical illness insurance
• Paid time off
• 401(k) plan
• Employee Stock Ownership Program participation
• SmartDollar financial wellness program access