Summit Funding, Inc. · 1 day ago
Loan Officer Assistant
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$17/hr - $24/hrSummit Funding, Inc is a leading mortgage lender focused on providing exceptional service. The Loan Officer Assistant plays a vital role in supporting the Loan Officer by managing schedules, communicating with clients, and assisting in marketing efforts to help borrowers achieve homeownership.
FinanceFinancial ServicesLendingWealth Management
Responsibilities
Manage your Loan Officer's 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 meet with your Loan Officer
Send out thank you correspondence to borrowers and referral partners on your Loan Officer’s 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
Represent and be the "face" of the Loan Officer’s 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
Qualification
Required
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
Current mortgage experience in a processing, Loan Officer Assistant or other comparable role required to qualify for fully remote
Candidates must be able to work a regular business schedule Monday through Friday, Central time
Ability to go into the downtown Chicago office as needed on rare occasions
Preferred
Recent professional office work experience preferred
Customer service experience highly desired
Mortgage/finance experience a plus
NMLS licensed is a bonus
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.
Founded in 1995
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