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Security National Financial Corporation · 3 days ago

Copy of Branch Team Captain – Loan Officer Assistant

Santa Rosa,CA,US

Full-time

Onsite

New Grad, Entry Level

Security National Financial Corporation is seeking a dynamic and detail-oriented Branch Team Captain to support a top-producing mortgage loan officer and drive branch performance. This role involves operations, customer service, and marketing coordination to ensure smooth daily operations and outstanding service delivery.

Financial Services

Responsibilities

Serve as the right-hand partner to the branch’s lead loan officer, ensuring daily operations run smoothly and efficiently

Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified

Fix problems in the process—whether operational, transactional, or related to borrower communication—proactively and resourcefully

Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones

Act as the main point of contact for clients, agents, and internal team members—ensuring all communication is timely, clear, and empathetic

Assist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrity

Help submit and reconcile various business expenses and branch-related reimbursements

Support team morale and accountability, keeping operations moving forward even when the loan officer is unavailable

Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation

Take full ownership of assigned projects and responsibilities, ensuring no loose ends and consistent follow-through

Qualification

Desktop UnderwriterLoan Product AdvisorSalesforceMortgage pre-approval processesMicrosoft OfficeGoogle WorkspaceMarketing coordinationInterpersonal communicationWritten communication

Required

Dynamic, detail-oriented, and customer-focused

Ability to thrive in a fast-paced, deadline-driven environment

Passion for delivering outstanding service while keeping a team organized and accountable

Serve as the right-hand partner to the branch's lead loan officer

Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals

Assist with structuring files and helping clients get qualified

Fix problems in the process—whether operational, transactional, or related to borrower communication

Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones

Act as the main point of contact for clients, agents, and internal team members

Ensure all communication is timely, clear, and empathetic

Assist with CRM data management (Salesforce preferred)

Help submit and reconcile various business expenses and branch-related reimbursements

Support team morale and accountability

Create and execute basic marketing campaigns (social media, email, print)

Take full ownership of assigned projects and responsibilities

Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines

Strong interpersonal and written communication skills—empathetic, articulate, and confident

Proficient with Salesforce or similar CRM platforms

Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools

Smart, dependable, and solutions-oriented

A natural team leader—calm under pressure, resourceful, and adaptable

Preferred

Recent mortgage industry experience

Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service

Familiarity with DU, LP, and mortgage pre-approval processes

Benefits

Performance-Based Bonus

Opportunity to grow into a licensed mortgage originator role or expanded leadership position

High-energy, supportive team culture

Direct mentorship from a 20-year veteran in the mortgage industry

Opportunities for long-term career development within a high-producing branch

Company

Security National Financial Corporation

Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans.

Founded in 1965