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Form of workSummit 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.
Loan Officer Assistant - Loan Partner
Starting pay rate ranges between $18 to $22/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 growing in the world of mortgage and finance. The Loan Partner is a pivotal role that provides administrative and marketing support to the busy producing Loan Officer/s, helps them grow their business, and assists in making the borrower's dream of homeownership a reality.
What you would be doing:
- Manage your Loan Officer's calendar, keeping them on schedule and on task.
- Monitor and manage communication on behalf of the Loan Officer as needed.
- Source, track and follow up with leads, schedule and confirm appointments with borrowers and referral partners.
- Prepare potential borrowers before they come in to meet with the Loan Officer.
- Send out thank you correspondence to borrowers and referral partners on the Loan Officer's behalf.
- Assist with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns.
- Collaborate with the 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 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.
Additional responsibilities if you have mortgage experience:
- Receive loan applications, obtain credit information for applicants, and collect all needed documentation for loans.
- Documentation to include: Verifications of Deposit (VOD), Verifications of Employment (VOE), appraisal, title, etc. as appropriate.
- Maintain a detailed conversation log for each file.
- Recent professional sales or mortgage experience preferred.
- Encompass experience is a plus.
- Experience in Loan Processing and loan origination is a plus.
- Stable work history a must.
- Strong verbal and written communication skills
- Creative problem solver with a positive attitude
- Ability to prioritize and multi-task in order to meet deadlines, strong organization skills
- Strong sense of urgency and responsiveness along with the ability to demonstrate professionalism
- Ability to work full-time, 40 hour a week schedule in our Lodi branch with potential overtime as required.
All your information will be kept confidential according to EEO guidelines.
