Job Description

Job Description

Job Description

We are seeking a highly organized and proactive Loan Officer Assistant to support our loan officers in various business development, client outreach, marketing, and administrative functions. This role is critical in growing our business and providing an excellent customer experience.

This individual must be able to visit the San Rafael office daily during initial training, then a few times a week after.

Key Responsibilities:
- Answer phone calls and respond to client inquiries in a professional manner.
-Must be very comfortable calling prospective clients and referral partners from my database to set follow up appointments. (30-50+ calls per day)
- Intake and gather necessary loan information from clients and partners.
- Enter client and loan information into proprietary software accurately.
- Create comprehensive loan proposals and set timely follow-up reminders
- Set appointments with clients and referral partners (e.g. Realtors, Financial Advisors, Attorneys), coordinating schedules effectively.
- Set reminders (for all stakeholders) for important tasks and deadlines to stay organized and help all stakeholders execute.
- Prepare and create loan applications, ensuring all required details are accurate.
- Collect and organize necessary documents from clients for loan processing.
- Mail out loan packets and correspondence to clients and partners as needed.
- Make follow-up calls to clients for additional information or updates on their applications.
- Order office supplies and maintain inventory for the loan officer team.
- Assist in remembering tasks and details for team members to ensure nothing is overlooked.
- Create and maintain checklists for various loan processes to enhance workflow efficiency.
- Use checklists to ensure all processes are completed thoroughly.
- Organize client folders and digital files for easy access and retrieval.
- Update records and folders regularly to maintain current and accurate information.

Qualifications:
- High school diploma or equivalent; Bachelor’s degree in finance, marketing or a related field is helpful.
- Must be very comfortable with numbers, arithmetic, and general math/business concepts
- Previous experience in a mortgage/real estate sales support role with administrative and social media skills is highly desirable.
- Strong attention to detail and excellent organizational skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- CRM management experience is a plus
- - Exceptional communication and interpersonal skills.
- Ability to multi-task, prioritize, and manage time effectively in a fast-paced environment.
- Strong follow-through skills and ability to adhere to directions and follow checklists, track and share daily task completion

What We Offer:
- Competitive salary and benefits package. $20-25/hour plus bonus.
- Opportunities for professional growth and career advancement.
- A collaborative and supportive work environment.
- Hybrid Remote location is acceptable with daily interaction

 

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