Security National Financial Corporation · 17 hours ago
Copy of Branch Team Captain – Loan Officer Assistant
Santa Rosa, CA
Full-time
Onsite
New Grad, Entry LevelSecurity National Financial Corporation is seeking a dynamic and detail-oriented Branch Team Captain to support a top-producing mortgage loan officer and enhance branch performance. This role involves operations, customer service, and marketing coordination, requiring a proactive approach to ensure smooth daily operations and excellent client communication.
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
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, 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
Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines
Strong interpersonal and written communication skills—empathetic, articulate, and confident
Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools
Smart, dependable, and solutions-oriented—someone who takes ownership and sees tasks through to completion without being micromanaged
A natural team leader—calm under pressure, resourceful, and adaptable
Preferred
Recent mortgage industry experience preferred, but not required
Familiarity with DU, LP, and mortgage pre-approval processes preferred
Proficient with Salesforce or similar CRM platforms
Benefits
Competitive base salary
Performance-based bonuses for exceeding goals and driving results
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
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1987-08-21IPO
Leadership Team
Adam Quist
VP & COO of Memorial Mortuaries & Cemeteries
Thayne Atkinson
Vice President/CIO
Recent News
Security National Financial Corporation
2025-09-23
Security National Financial Corporation
2025-08-14
2025-08-05
Company data provided by crunchbase