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Assistant to the Loan Officer
2 months ago
We are seeking a highly organized and detail-oriented individual to join our team as an Assistant to the Loan Officer at Summit Funding. This pivotal role provides administrative and marketing support to our Loan Officers, helping them grow their business and assist borrowers in achieving their dream of homeownership.
Key Responsibilities- Calendar Management: Manage the Loan Officer's calendar, ensuring they stay on schedule and on task.
- Communication Support: Monitor and manage communication on behalf of the Loan Officer as needed.
- Lead Generation: Source and follow up with leads, schedule and confirm appointments with borrowers and referral partners.
- Potential Borrower Preparation: Prepare potential borrowers before they meet with the Loan Officer.
- Client Appreciation: Send thank you correspondence to borrowers and referral partners on behalf of the Loan Officer.
- Marketing Support: Assist the Loan Officer with marketing responsibilities, including managing their database of referral partners, initiating and executing marketing campaigns.
- Marketing Innovation: Collaborate with the Loan Officer to develop new, creative, and unique marketing ideas.
- Social Media Management: Manage and update social media sites and marketing campaigns.
- Event Coordination: Coordinate events such as Happy Hour, Lunch and Learn, and other client-facing events.
- Team Representation: Represent the Loan Officer's Team in a professional, outgoing, and upbeat manner.
- Loan Application Support: Assist the Loan Officer with preparing the Loan Application and completed file for borrowers.
