Loan Partner I (Administrative Assistant)

Posting ID : A1068476473
Date Posted : 2015-08-18
Category : Admin Office

Loan Partner I (Administrative Assistant) Job Label:LPI_Lewiston The Loan Partner I will oversee the marketing duties, database management, and scheduling of theLoan Officer. The Loan Partner I will be in direct communication with Clients, Realtors, Builders, andBusiness Partners. This position requires time management, precise communication and data entryskills.Top 3 Responsibilities and how you will be measured:1) Calendar and Lead TrackerMeasurement: Schedule 100% of all new leads and appointments for the team.2) Team Leaders OrganizationMeasurement: Loan Officer has 15 face to face meetings every week.3) Manage all Database and MarketingMeasurement: At least 1,000 mailings and emails go out per month. Essential Duties of the Position:Set 100% of appointments for Team Leader, no exceptions.Confirm all appointments the day before and the day of the appointment.Answer 90% of the incoming calls to the team.Call back new leads within one hour; maintain 35% + conversion rate.Set, manage, and confirm all appointments for the Clients to come in and meet with loan Officer and/or LP II for loan applications communicate what items to bring in for appointment etc.Pull credit reports and have them ready for the meeting.Set and track all appointments for Loan Officer for referring Partners, seminars, closings, etc.Perform initial set up of files in Origination System.Track incoming leads for Loan Officer and/or LP II using "Lead Tracker" form.Make copies for Clients and copy packages/scans/uploads files.Database management - updates both Client and Referring Partner database with current and up to date information.Add newly closed loans on 1st of each month to our data base.Mail letter from the Heart on odd months and Evidence of Success postcards on the even months of the year to our entire date base.Email program of the week to all Realtors in data base every Friday.30-60-90 day calls from closed loans.Essential Duties of the Position Continued:? ABC Calls weekly.? Manage birthday program.? Keep Team Leader's desk spotless.? Keep Team Leader on track for all appointments and calls.? Manage Summit Funding's "Sales Fuel" marketing campaign.? Send out correspondence, thank you cards, after closing surveys, etc.? Assist the Loan Officer with other administrative duties as needed.? Return phone calls.? Continue to assume responsibilities and help the team grow.? Obtain 3 current client referrals per month.Job Requirements:High school diploma or equivalent.Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.Must be proficient in Word, Excel and Outlook applications.Must have excellent verbal and written communication skills.Must have a positive attitude.Must be dependable, self-motivated and require minimal supervision.
Physical Demands:
While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax and copy machine. This person may occasionally need to lift up to 20 pounds.
Work Environment:? Standard office environment About Summit Funding:Summit Funding was founded in 1997 by President and CEO, Todd Scrima, for the sole purpose of creating a better way for buyers to obtain home loans. Todd wanted to build a company fully committed to employing a team of Home Loan Experts. Loan Officers and Loan Managers that excel at delivering fast, high-touch, and informative lending solutions. Summit's customers can rest easy knowing they selected the right company to best meet their home ownership goals. To apply for this position or refer someone you know, please use our online interview system.
Apply for this job: Once you have completed the interview, your information will be forwarded to the hiring authority for decisions on next steps. Related Keywords:Loan Partner I, loan, Administrative Assistant, Executive Assistant, scheduling, travel arrangement, multiple projects, meet deadlines, team player, executive,Clients, Realtors, Builders, and Business Partners,time management, communication and data entry skills.

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