Loan Officer Assistant - Loan Partner jobs in United States
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Summit Funding, Inc. · 6 days ago

Loan Officer Assistant - Loan Partner

Summit 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 Loan Officer Assistant to provide administrative and marketing support to the Loan Officer, helping to grow their business and assist borrowers in achieving homeownership.

FinanceFinancial ServicesLendingWealth Management

Responsibilities

Manage your Loan Officer's calendar, keeping your them on schedule and on task
Monitor and manage communication on behalf of your Loan Officer as needed
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
Manage and update social media sites and marketing campaigns
Coordinate Happy Hour, Lunch and Learn and other events with clients, referral partners, vendors and internal team members
Represent and be the 'face' of the Loan Officer’s Team in a professional, outgoing and upbeat manner

Qualification

MS OfficeCRM experienceMortgage/finance experienceCustomer serviceOrganization skillsTime managementVerbal communicationWritten communicationTeamworkPositive attitude

Required

Recent professional office work experience preferred, customer service experience highly desired. Mortgage/finance experience a plus
MS Office skills a must, CRM experience a plus
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
Must be able to work a full time standard 40-hour work week, plus potential overtime as necessary in our professional office
Stable work history a must
High school diploma or equivalent

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 including possible bonuses based on performance.
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.

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Summit Funding, Inc. is more than just a mortgage company.

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Hardin
Loan Partner
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Alison Everitt
Loan Partner II
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Company data provided by crunchbase