Job Description
Loan Officer Assistant - Loan Partner I (LPI)
Starting pay rate ranges between $18 to $21/hr DOE and includes the potential to earn bonuses based on production.
An exciting opportunity for an outgoing, organized, tech savvy, aspiring professional who is interested in developing or continuing a career in the world of mortgage and finance. The Loan Partner I is a pivotal role that provides administrative and marketing support to a team of busy Producing Branch Managers and Loan Officers, helping them grow their business, and assisting in making the borrower’s dream of homeownership a reality.
What our Loan Officer Assistant is responsible for:
- Manage your Team's calendars, keeping them on schedule and on task.
- Monitor and manage communication on behalf of your Branch Manager or Loan Officers 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 the Team.
- Send out thank you correspondence to borrowers and referral partners.
- Assist the Team with marketing responsibilities including managing their database of referral partners, initiating and executing 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 Team in a professional, outgoing and upbeat manner.
- Assist the Branch Managers and Loan Officers with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home.