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Loan Officer Assistant

Company: Summit Funding, Inc.
Location: Manteca
Posted on: March 4, 2019

Job Description:

Summit Funding is growing! We are now recruiting candidates for a Loan Partner I to join our team in Manteca. Who we are: Summit Funding is a privately owned mid-sized mortgage company that has been in business for over 20 years. We are not the biggest, but we strive to be the best! We are proud to assist in making the dream of home ownership a reality! What we have available: An entry level opportunity for an outgoing, organized, aspiring professional who is interested in starting a career in the world of mortgage and finance. What you would be doing: Providing administrative and marketing support to a busy Loan Officer. Key responsibilities include:

  • Managing your Loan Officer's calendar, keeping your Loan Officer on schedule and on task.
  • Following up with leads, scheduling and confirming appointments with borrowers and referral partners.
  • Preparing potential borrowers before they come in to meet with your Loan Officer.
  • Sending out thank you correspondence to borrowers and referral partners on your Loan Officer's behalf.
  • Assisting the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns.
  • Collaborating with your Loan Officer to come up with new, creative, unique ideas for marketing campaigns.
  • Representing and being the "face" of the Loan Officer's Team in a professional, outgoing and upbeat manner.
  • Assisting the Loan Officer with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home! What we need from you:
    • High school diploma or equivalent
    • Ability to work Monday through Friday, 40 hours a week in our professional office
    • Professional verbal and written communication skills
    • World class customer service skills and a positive attitude
    • Excellent organization, attention to detail and time management skills
    • Ability to meet deadlines and hold your Team Members accountable
    • Ability to work well independently as well as part of a team
    • Minimum of 1 year prior experience in mortgage
    • sales experience a plus!
    • Stable work history a must
    • MS Office skills
    • bilingual in English and Spanish preferred What we offer you:
      • Opportunity to start a career in a competitive, fast paced growing industry where you can make a difference in people's lives
      • Opportunity to earn a competitive compensation including possible bonuses based on performance
      • Full benefits including medical, dental, vision, 401K plus match, 10 paid holidays, paid time off and more
      • Fun team atmosphere, professional development and more

        Keywords: Summit Funding, Inc., Manteca , Loan Officer Assistant, Other , Manteca, California

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