Job Description
Summit Funding, Inc. is one of the oldest privately owned top 50 national mortgage lenders, striving to be the best in the industry. They are seeking a Loan Officer Assistant who will provide administrative and marketing support to the Loan Officer, helping to grow their business and assist borrowers in achieving 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 Recent professional office work experience preferred, customer service experience highly desired Mortgage/finance experience a plus NMLS licensed is a bonus 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 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 Summit Funding, Inc. is more than just a mortgage company. It was founded in 1995, and is headquartered in Sacramento, California, USA, with a workforce of 501-1000 employees. Its website is