Acrisure Mortgage · 1 day ago
Loan Operations Support Specialist / Marketing Coordinator
Coconut Creek, FL
Full-time
Onsite
New Grad, Entry LevelAcrisure Mortgage is seeking a highly organized and proactive Loan Operations Support Specialist / Marketing Coordinator to support both the operational flow and marketing efforts for their Coconut Creek location, while also assisting the Orlando team as needed. The role involves serving as a key liaison between Loan Officers, processors, leadership, clients, and referral partners, ensuring smooth internal operations and consistent external communication.
Financial Services
Responsibilities
Answer Coconut Creek phone lines and cover Orlando phones as needed
Manage call routing ensuring professional screening and appropriate direction of inquiries
Provide exceptional service to internal teams, homebuyers and referral partners
Review incoming loans for Signed Disclosures, File Contacts, Credit Reports, and AUS findings-multiple times daily
Forward reviewed loans for additional oversight; upon return, assign to the appropriate Processor and Opener
Maintain coverage for these functions during leadership absences
Assist with the coordination and distribution of marketing materials (flyers, email campaigns, social posts, client communications)
Help maintain consistency in branding across communications
Support Loan Officers with marketing requests such as open house materials, partner outreach, and client follow-up materials
Leverage our CRM to streamline client communications, coordinate marketing initiatives, and manage internal loan operations tracking
Receive and distribute contracts to the appropriate Loan Officers and assistants; copy leadership as required
Review daily reports, research borrowers, confirm lender involvement, and pull required documents from internal and external portals
Pull documents throughout the day as requested by team members
Distribute certifications, summaries, and other required documentation to processors, Loan Officers, or closers
Participate in builder pipeline calls as needed
Maintain, update, and prepare multiple Excel reporting sheets-one for each division-according to required weekly and daily deadlines
Track progress on each report by coordinating with Loan Officers to ensure they are completing their assigned updates in a timely manner
Verify accuracy of all data across reports before distribution, ensuring all applicable loans are included and information is complete
Present reports as required and support leadership with status updates, follow-ups, and ongoing tracking
Receive and distribute Certificates of Occupancy, COIs, flood certifications, closing summaries, escrow letters, and property documentation as required
Request additional documents and reports for specific loan types as needed
Distribute communications or updates as directed by leadership
Order and coordinate office supplies for the Coconut Creek office
Create and send FedEx labels as requested; copy leadership on communications
Provide ongoing administrative assistance to operations leadership and support team needs
Assist with internal lists or communication needs as requested
Qualification
Required
High attention to detail and accuracy in documentation and reporting
Strong organizational skills with the ability to manage multiple priorities and deadlines
Effective communication skills, especially when coordinating with multiple Loan Officers
Proficiency in Microsoft Excel, including managing multiple spreadsheets and validating data
Strong customer service and problem-solving skills
Preferred
Experience using CRM systems is a plus
Experience using marketing and design platforms such as Adobe Creative Suite and Canva preferred
Experience in mortgage operations or reporting support preferred but not required
Company
Acrisure Mortgage
Acrisure Mortgage (formerly FBC Mortgage, LLC) is a Top 10 national mortgage lender headquartered in Orlando, Florida.
Founded in 2005
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase