Posted about 2 months ago
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Responsibilities
Bilingual Loan Officer Assistant and Caller (English & Spanish)
The ideal candidate is highly organized, proactive, detail-oriented, and comfortable balancing operational responsibilities with client-facing communication and has 2+ years of sales experience and cold calling.
Key Responsibilities
Loan Pipeline & Transaction Management
-Review loan files for completeness and accuracy.
-Follow up with borrowers to collect outstanding documentation and satisfy conditions.
-Monitor loan pipelines to ensure milestones and deadlines are met.
-Provide timely updates to Loan Officers regarding file status and borrower activity.
-Upload, organize, and maintain loan documentation within Encompass and other company systems.
-Assist with general loan administration and file management throughout the transaction lifecycle.
-Scan, organize, and maintain digital records and client documentation.
Lead Management & Client Communication
-Manage and maintain Salesforce CRM to ensure accurate lead tracking and timely follow-up.
-Make 200 outbound calls every day to prospective and existing clients to nurture relationships and move opportunities through the sales process.
-Follow up with new, existing, and inactive leads to improve conversion and retention rates.
-Answer incoming calls professionally and direct inquiries appropriately.
-Communicate company products, services, and financing solutions clearly and accurately.
-Build rapport with clients and provide exceptional customer service throughout the financing process.
Marketing & Business Development Support
-Assist with marketing initiatives that support referral partners and business development efforts.
-Create and distribute open house flyers, marketing materials, and promotional content.
-Coordinate client appreciation campaigns, including thank-you communications, birthday outreach, and follow-up campaigns.
-Support the Branch Manager and Loan Officers with special marketing projects as needed.
Operations & Process Improvement
-Create and maintain Standard Operating Procedures (SOPs) for recurring tasks and workflows.
-Develop training materials and process documentation when needed.
-Identify opportunities to improve workflow efficiency, client experience, and operational effectiveness.
-Assist with special projects and company initiatives as assigned.
Qualifications
Required Skills & Experience
-No less than 3 years of sales experience
-Excellent verbal and written communication skills in English and Spanish.
-Strong organizational skills with exceptional attention to detail.
-Ability to manage multiple priorities in a fast-paced environment.
-Self-motivated, dependable, and results-oriented.
-Strong interpersonal skills and professional phone presence.
-Comfortable making outbound calls and engaging prospective clients.
-Ability to work independently while contributing to a collaborative team environment.
-Strong time management and follow-through skills.
-Ability to quickly learn mortgage, CRM, and business software platforms.
-Proficiency with Microsoft Office, Google Workspace, and web-based applications.
Indefinitely open
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