Loan Officer Assistant

Company 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.

• 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.

Loan Officer Assistant

Starting pay rate ranges between $17 to $24/hr DOE plus per file bonuses.

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 Officer Assistant 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 home ownership a reality.

Position reports to our downtown Chicago office; however work from home opportunities are available for experienced candidates. Candidates must be local to Chicago and be able to go into the office as needed for occasional meetings and/or events.

• 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 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.
• 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.

• Recent professional office work experience preferred; customer service experience highly desired. Mortgage/finance experience a plus.
• NMLS licensed is a bonus.
• 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.
• Current mortgage experience in a processing, Loan Officer Assistant or other comparable role required to qualify for fully remote.
• Candidates must be able to work a regular business schedule Monday through Friday, Central time.
• Ability to go into the downtown Chicago office as needed on rare occasions.

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

Seniority level:
Entry level

Employment type:

Full‑time

Job function:
Administrative, Sales, and Finance

Industries:
Banking, Financial Services, and Real Estate