Administrative Mortgage Assistant
3 days ago
Company Overview
Quontic Bank is a CDFI federally chartered digital community bank dedicated to simplifying, speeding up, and making homeownership more accessible for all communities across the United States. We have a customer-centric culture built around helping our customers and giving back to local communities.
Job Description
You will be working as an Administrative Mortgage Assistant under the direction of the VP/Senior Mortgage Lending Officer, supporting daily operations and administration through various duties and responsibilities. Key tasks include:
- Answering incoming calls and scheduling appointments with clients
- Tracking and confirming appointments with clients for the VP/Senior Mortgage Lending Officer
- SUPPORTING THE TEAM TO TRACK INCOMING LEADS
- Entering new clients into the CRM system (HubSpot, Jungo)
- Scanning and saving consultation sheets, including data entry of client information
- Preparing closing packages and gifts for weekly closings
- Conducting follow-up phone calls and sending surveys to recently closed clients
- Entering data into platform to send cards to clients and referral sources
- Researching clients on social media platforms
- Collaborating with marketing department to coordinate VP/Senior Mortgage Lending Officer's media, advertising, and sales literature
- Creating email campaigns and social media posts highlighting team's recent closings
- General administrative duties as assigned
Requirements
To succeed in this role, you will need:
- An Associate degree or equivalent years of experience
- One year of relevant experience in wholesale mortgage lending
- Full professional fluency in English and Spanish
Compensation
This role comes with a competitive compensation package, including an estimated annual salary range of $48,000 - $60,000, and a comprehensive benefits plan that includes health, dental, vision, life insurance, financial wellness planning, counseling support services, paid parental leave, pet insurance, 401K match, employee bank accounts, and generous paid time off.
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