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Loan Officer Assistant
$39k-49k (estimate)
Full Time | Lending & Credit 1 Month Ago
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Summit Funding, Inc. is Hiring a Loan Officer Assistant Near Bend, OR

Company DescriptionSummit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. When Todd Scrima, our owner and CEO founded our company in 1995 his dream was not to be the biggest, but to strive to be the best. In 2022 we were proud to play a part in making the dream of homeownership a reality for over 10,000 people. Our growth mindset, positive culture, and history of stability are just a few things that position our company as a leader in the mortgage industry.Benefits and Perks: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 including possible bonuses based on performance.Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.Fun team atmosphere, professional development, and more.Job DescriptionLoan Officer AssistantStarting pay rate ranges between $18 to $24/hr DOE and includes the potential to earn monthly bonuses based on production.An exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting or continuing a career in the world of mortgage and finance. The Loan Officer Assistant (AKA Loan Partner I) is a pivotal role that provides administrative and marketing support to the busy Loan Officer, helps them grow their business, and assists in making the borrower’s dream of homeownership a reality.What our Loan Officer Assistant is responsible for: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 come in to 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.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 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.Qualifications1 year of current mortgage experience as a loan officer assistant, loan processor, or loan originator, etc. is highly preferred.Recent professional office work experience preferred, customer service experience highly desired. MS Office skills including proficiency in Outlook and other scheduling assistants. 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. Must be able to work a full time standard 40-hour work week, plus potential overtime as necessary in our professional office.Stable work history a must.High school diploma or equivalent.Additional InformationAll your information will be kept confidential according to EEO guidelines.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$39k-49k (estimate)

POST DATE

03/15/2024

EXPIRATION DATE

05/13/2024

WEBSITE

summit-funding.com

HEADQUARTERS

CINCINNATI, OH

SIZE

50 - 100

FOUNDED

1993

TYPE

Private

CEO

AARON DENTON

REVENUE

$10M - $50M

INDUSTRY

Lending & Credit

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Summit Funding, Inc.
Full Time
$58k-79k (estimate)
2 Weeks Ago
Summit Funding, Inc.
Full Time
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Summit Funding, Inc.
Full Time
$47k-65k (estimate)
5 Months Ago

The job skills required for Loan Officer Assistant include Customer Service, Written Communication, Time Management, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Loan Officer Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Loan Officer Assistant. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Loan Officer Assistant positions, which can be used as a reference in future career path planning. As a Loan Officer Assistant, it can be promoted into senior positions as a Loan Processor III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Loan Officer Assistant. You can explore the career advancement for a Loan Officer Assistant below and select your interested title to get hiring information.

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If you are interested in becoming a Loan Officer Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Loan Officer Assistant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Loan Officer Assistant job description and responsibilities

The Loan Officer Assistant position supports one or more Loan Officers by ensuring loan files are complete and loans close as scheduled.

03/15/2022: Provo, UT

Supports the marketing activities of the assigned loan officers and provides administrative support.

03/16/2022: Brockton, MA

The loan officer assistant will package up the mortgage loan application for the loan officer to review before disclosing the loan.

03/27/2022: Billings, MT

The loan officer assistant will gather many documents and paperwork to prepare the file to get assigned to a mortgage loan processor.

01/30/2022: Lawrence, MA

Loan officer assistants are responsible for assisting with the loan application process by reviewing and preparing client documents within a given period of time.

01/31/2022: Florence, SC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Loan Officer Assistant jobs

Most loan officer assistants are licensed and have many years of loan origination and processing experience.

03/31/2022: Elyria, OH

Need to be familiar and expert with a loan origination system such as Encompass and/or Calyx Point.

02/05/2022: Orlando, FL

Study mortgage applications and processes.

02/11/2022: Miami, FL

Learn all applicable loan programs and processes and stay current with changes and new products.

02/01/2022: Phoenix, AZ

Assisted clients with transactions and communicated status of home loans, thereby building strong base of referral business due to delivery of excellent service.

02/17/2022: Alexandria, LA

Step 3: View the best colleges and universities for Loan Officer Assistant.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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