Assistant to the Loan Officer

3 months ago


Eugene, United States Summit Funding Full time
Job Description

Assistant to Loan Officer - LPI

Starting pay rate ranges between $17 to $21/hr DOE and includes the potential to earn monthly bonuses based on production.

An exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting a career in the world of mortgage and finance.  The Loan Partner I is a pivotal role that provides administrative and marketing support to the busy Loan Officer, helps them grow their business, and assists in making the borrower’s dream of homeownership a reality.


What our Assistant to Loan Officer is responsible for:

  • Manage your Loan Officer's calendar, keeping your Loan Officer on schedule and on task.
  • Monitor and manage communication on behalf of your Loan Officer as needed.
  • Source and follow up with leads, schedule and confirm appointments with borrowers and referral partners.
  • Prepare potential borrowers before they come in to meet with your Loan Officer.
  • Send out thank you correspondence to borrowers and referral partners on your Loan Officer’s behalf.
  • Assist the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns.
  • Collaborate with your Loan Officer to come up with new, creative, unique ideas for marketing campaigns.
  • Manage and update social media sites and marketing campaigns.
  • Coordinate Happy Hour, Lunch and Learn and other events with clients, referral partners, vendors and internal team members.
  • Represent and be the "face" of the Loan Officer’s Team in a professional, outgoing and upbeat manner.
  • Assist the Loan Officer with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home.

Qualifications

  • Recent professional office work experience preferred, customer service experience highly desired.  Mortgage/finance experience a plus.
  • MS Office skills. 
  • Excellent organization, attention to detail and time management skills.
  • Professional verbal and written communication skills.
  • World class customer service skills and a positive attitude.
  • Ability to meet deadlines and hold your Team Members accountable. 
  • Ability to work well independently as well as part of a team. 
  • Must be able to work a full time standard 40-hour work week, plus potential overtime as necessary in our professional office.
  • Stable work history a must.
  • High school diploma or equivalent.


Additional Information

All your information will be kept confidential according to EEO guidelines.



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