Job Description

Assistant to the Loan Officer - LPI

Starting pay rate ranges between $15 to $17/hr DOE 

An exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting a career in the world of mortgage and finance.  The 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 Assistant to Loan Officer 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.