What are the responsibilities and job description for the Loan Officer Assistant position at Arkadia Search Recruiting?
Join a growing organization being led by experts in the industry. They’re leveraging cutting edge technology, proven leadership that cares about people, best in class lead flow, and compelling compensation/benefits packages making them a top place to work in the mortgage space. As part of our team, you’ll receive comprehensive training and development to help you reach your full potential in the mortgage industry.
Job Summary
The Loan Officer Assistant will be responsible for reaching out to leads, taking initial applications and transferring qualified prospects to our Loan Officers. This position is high energy and focuses on improving the client’s overall experience. We value strong communication and an eagerness to learn. This is an excellent opportunity for individuals looking to grow their career in the mortgage industry.
Key Responsibilities
- Call leads from our database using automated dialer system
- Engage prospective clients in conversation to gather necessary information and assess mortgage needs
- Input and maintain accurate information in our Customer Relationship Management (CRM) system
- Qualify the client and send their account information to Loan Officers to process their application
- Effectively communicate the benefits of our mortgage and products and services
- Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads
- Maintain a high level of professionalism and customer service throughout the process
- Meet or exceed daily and weekly call quotas and performance metrics
Qualifications
- High school diploma or equivalent; a degree in finance, business, or a related field is a plus
- Previous experience in sales, telemarketing, or customer service role preferred, ideally in the mortgage or financial services industry
- Strong communication skills, both verbal and written
- Ability to build rapport quickly and maintain positive relationships
- Proficiency in Microsoft Office Suite and experience with CRM systems
- Strong attention to detail and ability to multitask in fast-paced environment
- Motivated self-starter with strong work ethic
