Job Description

Greetings Partner (Mortgage Front Office Assistant)

Starting pay rate ranges between $17 to $20/hr DOE.

Summit Funding is looking for a polished, well-organized, professional administrative support specialist to manage the front office responsibilities as well as assist in loan set-up tasks for your team of Loan Officers.

Greetings Partner responsibilities include welcoming all guests visiting the branch, answering phones, and directing clients and calls accordingly. This position is one of the first points of contact for our company; representing Summit Funding, Inc. in a positive, professional, and compassionate manner is essential.

What our Greetings Partner is responsible for:

• Answer phones and direct calls accordingly.
• Welcome guests – offer coffee or water.
• May, at times, assist the branch with unlicensed duties, including but not limited to:
  • Perform initial setup of loan files in the Encompass application.
  • Respond to client inquiries or escalate to the appropriate Team Member as needed.
• Inform Loan Officer or Loan Partner of the arrival of clients.
• Personal assistant tasks as needed.
• Order and maintain office supplies.
• Manage office facilities – vendors, building maintenance, mail, and copiers.
• Perform office administration duties as directed.

Qualifications

• 1 year of professional office experience preferred
• Client or customer service experience a must
• Must be able to work 40 hours per week and overtime as required in our professional office.
• Must be proficient in Word, Excel, and Outlook applications.
• Must have excellent verbal and written communication skills.
• Must have a positive attitude.
• Must be dependable, self-motivated, and require minimal supervision.
• Must be able to organize, prioritize, and manage time.

Additional Information

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