Loan Officer Assistant

As a Loan Officer Assistant at Summit Funding, Inc., you'll focus on supporting our Branch Managers and Loan Officers by managing schedules, communicating with clients, and handling marketing initiatives. Your day may include preparing borrowers for meetings, coordinating events, and ensuring a seamless loan application process, all while supporting our mission to help clients achieve homeownership.

To thrive as a Loan Officer Assistant at Summit Funding, Inc., you should possess recent office experience and exceptional customer service skills. Familiarity with mortgage finance is a plus, but a strong foundation in communication, organization, and time management is essential. A high school diploma or equivalent is required, and proficiency in MS Office tools is necessary for daily tasks.

In the Loan Officer Assistant role at Summit Funding, Inc., skills such as excellent organization, attention to detail, and effective verbal and written communication are vital. Additionally, a positive attitude and world-class customer service skills will help you excel in fostering relationships with borrowers and partners alike. Being tech-savvy also helps in managing marketing campaigns and social media.

Summit Funding, Inc. offers a comprehensive benefits package for Loan Officer Assistants, including competitive pay with potential performance-based bonuses, full health coverage (medical, dental, vision), and a 401K plan with a match. You will also enjoy paid time off, 11 holidays, and opportunities for professional development in a positive team atmosphere.

As a Loan Officer Assistant at Summit Funding, Inc., you will typically work a full-time schedule of 40 hours per week. Flexibility may be required for overtime or additional hours during busy periods to ensure our clients receive the support they need in their journey toward homeownership.

Discuss relevant office experience, particularly in customer service or finance. Highlight skills in organization and communication, and share examples of how you’ve successfully supported a team or managed projects.

Explain your approach to prioritization using tools like calendars and task lists. Share an example of a time you successfully managed competing deadlines and stayed organized in a busy environment.

Give a specific instance where you went above and beyond for a customer. Connect this experience to the role by discussing how providing exceptional customer service is crucial in helping borrowers feel confident and informed.

Discuss modern marketing initiatives such as social media campaigns, email outreach, and local client events. Emphasize your creativity and willingness to explore new avenues to attract leads and build relationships.

Demonstrate your conflict resolution skills by outlining your approach to handling tough conversations. Show empathy, remain calm, and emphasize the importance of finding a resolution that satisfies both parties.

Mention any experience with project management software, CRM systems, or mortgage-specific tools. Highlight proficiency in MS Office applications and discuss how these tools can help streamline the process.

Share your personal strategies, such as taking breaks, staying organized, and setting realistic goals. Provide an example of a high-pressure situation where your methods helped you stay on track and maintain productivity.

Share your long-term goals and how the Loan Officer Assistant role at Summit Funding, Inc. aligns with them. Discuss your enthusiasm for growing professionally and contributing to the success of the team.

Discuss your methods for fostering open communication, such as regular check-ins and utilizing collaboration tools. Offer an example of how you’ve successfully communicated with your team in past roles.

Reflect on the company’s values, positive culture, and commitment to excellence. Express your passion for helping people achieve homeownership and how you believe Summit Funding offers the right environment for your growth.