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 including possible bonuses based on performance.
• Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, and paid time off.
• Fun team atmosphere, professional development, and more.

Job Description

Loan Officer Assistant - Loan Partner I (LPI)

Starting pay rate ranges between $18 to $21/hr DOE and includes the potential to earn bonuses based on production.

An exciting opportunity for an outgoing, organized, tech savvy, aspiring professional who is interested in developing or continuing a career in the world of mortgage and finance. The Loan Partner I is a pivotal role that provides administrative and marketing support to a team of busy Producing Branch Managers and Loan Officers, helping them grow their business, and assisting in making the borrower’s dream of homeownership a reality.

What our Loan Officer Assistant is responsible for:

• Manage your Team's calendars, keeping them on schedule and on task.
• Monitor and manage communication on behalf of your Branch Manager or Loan Officers 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 the Team.
• Send out thank you correspondence to borrowers and referral partners.
• Assist the Team with marketing responsibilities including managing their database of referral partners, initiating and executing 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 Team in a professional, outgoing and upbeat manner.
• Assist the Branch Managers and Loan Officers with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home.

Qualifications

• Recent professional office work experience preferred, customer service experience highly desired. Mortgage/finance experience a plus.
• MS Office (Outlook, Excel, Word) skills required.
• Excellent organization, attention to detail and time management skills.
• Professional verbal and written communication skills.
• World class customer service skills and a positive attitude.
• 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 Information

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

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