Mortgage Loan Officer Assistant - Unlicensed

About Us

Churchill Mortgage began in 1992 with the core value of providing the highest level of integrity to each and every customer, meaning we tell our customers what is best for them even when it means we won't close their loan. We have found over and over again that treating people the way we want to be treated is not only the right thing to do, but it builds lasting relationships. Churchill Mortgage proudly embraces the sound financial principles, as heard on the Dave Ramsey Show.

Role Overview

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

• 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

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
• Participation in the Employee Stock Ownership Program
• SmartDollar financial wellness program

Employee Ownership

Churchill Mortgage is proud to be an employee-owned company. Our Employee Stock Ownership Plan was established in 2013 by our founder, Mike Hardwick, to give eligible employees an ownership interest in the company. Churchill Mortgage was the first privately-owned mortgage company to offer an Employee Stock Ownership Plan.

SmartDollar Financial Wellness

All employees receive complimentary access to SmartDollar. SmartDollar includes access to tools and resources such as EveryDollar Premium budgeting, Ramsey SmartTax, personal financial coaching, will creation, educational courses, and practical guidance to help employees budget, reduce debt, save, invest, and plan for the future.