Summit Funding, Inc is a leading mortgage lender focused on providing exceptional service. The Loan Officer Assistant plays a vital role in supporting the Loan Officer by managing schedules, communicating with clients, and assisting in marketing efforts to help borrowers achieve homeownership.
Responsibilities
- 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 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
- 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
Skills
- 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
- Stable work history a must
- High school diploma or equivalent
- Current mortgage experience in a processing, Loan Officer Assistant or other comparable role required to qualify for fully remote
- Candidates must be able to work a regular business schedule Monday through Friday, Central time
- Ability to go into the downtown Chicago office as needed on rare occasions
- Recent professional office work experience preferred
- Customer service experience highly desired
- Mortgage/finance experience a plus
- NMLS licensed is a bonus
Benefits
- Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
- Opportunity to earn competitive compensation.
- Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
- Fun team atmosphere, professional development, and more.
Company Overview
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