- Collaborate with loan officers to ensure loan structuring and adherence to underwriting guidelines
- Assist in loan processing, managing the loan pipeline, and ensuring timely completion of documentation
- Communicate effectively and provide regular updates to clients, real estate agents, and attorneys involved in the loan process
- Exhibit excellent customer service skills to address inquiries and resolve any issues that may arise during the loan process
- Demonstrate sales acumen to support business development efforts, including outreach to potential referral partners such as real estate agents, accountants, attorneys, and financial planners
- Assist with social media marketing initiatives, including managing accounts, creating engaging content, and monitoring performance
- Contribute to the preparation of marketing materials and collateral to promote our services
- Coordinate and assist in planning various events related to business development and client engagement
- Be part of a collaborative, hard-working team of professionals who are motivated by being the best they can be and continuously seeking ways to improve personally & professionally
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PREFER bilingual in Spanish / English- both written and verbal -
Must be able to work in the office in Lake Success, NY - Minimum 2-5 years experience as a Loan Officer Assistant, Loan Processor, Loan Officer, or similar position in a sales capacity
- Excellent multi-tasker in a very fast-paced environment
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Encompass experience is required - Salesforce experience a plus
- Licensed Mortgage Loan Originator a plus or if not licensed; willing to take a test to become licensed in NY
- Outgoing - Comfortable talking to clients in person or via phone
- Team player
- Previous experience in the mortgage industry with a strong understanding of loan structuring, underwriting guidelines, and loan processing
- Strong communication skills to maintain regular updates with clients, real estate agents, and attorneys
- Sales-oriented mindset with the ability to contribute to business development efforts
- Familiarity with social media management and event planning
- A positive attitude, a strong work ethic, and the desire to be coached and mentored by top industry professionals
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Loan Officer Assistant - Lake Success, United States - Madison Mortgage Services Inc.
Description
Join the Madison Mortgage team and experience a thriving and collaborative culture where teamwork drives success.We are a close-knit, family-owned mortgage broker looking for individuals who are motivated by being part of a #1 winning team of mortgage professionals.
We have an opening for a Loan Officer Assistant to support our top-producing sales team in our Lake Success, NY headquarters.
This is an in-office position (not remote) so the ideal candidate will be able to commute to the office on a daily basis.
Our commitment to innovative solutions, client satisfaction, and community engagement ensures that your role extends beyond tasks, making a real impact within a dynamic team-oriented setting.
You will support one of the top-producing origination teams in the country with top-of-the-line compensation, benefits, and access to unparalleled speed, service, and technology.
Responsibilities:
Qualifications:
About Company:
Why Choose Madison Mortgage Services:
Our foundation is built upon a set of core values that define who we are and drive our every endeavor.
We are committed to fostering a collaborative, team-oriented environment that is purposefully engineered to support not only our current operations but also our ambitious plans for massive growth.
We believe in cultivating a positive work environment where innovation, dedication, and a solutions-driven approach thrive. Our dedication to these values shapes our commitment to providing unparalleled mortgage solutions and exceptional customer experiences.
By becoming a part of the Madison Mortgage Services team, you will be contributing to a dynamic company culture that prioritizes collaboration, growth, and positivity.
