Summit Funding, Inc. · 2 months ago
Mortgage Front Office Assistant
Redding, CA, USA
Full-time
Onsite
Entry Level
$17/hr - $20/hr
1+ years expSummit Funding, Inc. is one of the oldest privately owned top 50 national mortgage lenders, striving to be the best in the industry. They are seeking a Mortgage Front Office Assistant to manage front office responsibilities and assist in loan setup tasks for a team of Loan Officers, serving as a key point of contact for clients and guests.
FinanceFinancial ServicesLendingWealth Management
Responsibilities
Answer phones and direct calls accordingly
Welcome guests – offer coffee or water
May, at times, assist the branch with unlicensed duties, including but not limited to:
Perform initial setup of loan files in the Encompass application
Respond to client inquiries or escalate to the appropriate Team Member as needed
Inform Loan Officer or Loan Partner of the arrival of clients
Personal assistant tasks as needed
Order and maintain office supplies
Manage office facilities – vendors, building maintenance, mail, and copiers
Perform office administration duties as directed
Qualification
Required
1 year of professional office experience preferred
Client or customer service experience a must
Must be able to work 40 hours per week and overtime as required in our professional office
Must be proficient in Word, Excel, and Outlook applications
Must have excellent verbal and written communication skills
Must have a positive attitude
Must be dependable, self-motivated, and require minimal supervision
Must be able to organize, prioritize, and manage time
Benefits
Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
Opportunity to earn competitive compensation.
Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
Fun team atmosphere, professional development, and more.
Company
Summit Funding, Inc.
Summit Funding, Inc. is more than just a mortgage company.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Hardin
Loan Partner
Alison Everitt
Loan Partner II
Recent News
HousingWire.com
2025-05-02
2022-10-13
Company data provided by crunchbase