Job Description

Summit 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. 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.
• 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 Description

Assistant to Loan Officer - Loan Partner

Starting pay rate ranges between $20 to $24/hr DOE plus per file bonuses.

This position requires working a full-time, Monday through Friday schedule starting at 7am PST and working until 3:30pm or 4pm PST with possible overtime. This position is available to work in either our Sacramento or Lodi CA branch. 

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 Assistant to Loan Officer is a pivotal role that provides administrative and marketing support to the busy Loan Officers, helping them grow their business, and assisting 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.

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Qualifications

• 1 year of recent professional office work experience in a client facing role.
• 1 year of Recent residential mortgage experience in a related role is highly preferred.
• NMLS licensed (or ability to get licensed within your first 90 days) is a plus.
• 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.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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