Job Description
Assistant to the Loan Officer - Loan Partner I
Starting pay rate ranges between $15 to $17/hr DOE
An exciting opportunity to join a mortgage team that prioritizes growth and development. This position is ideal 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.