Mortgage Assistant

Are you passionate about helping people and looking for an entry-level opportunity to jump-start your career in the mortgage industry? If so, we are looking for you! We’re on a mission to create a first-class experience for clients, and we need a Mortgage Administrative Assistant to support our top-notch lending team. The ideal candidate will have office experience, as a front desk receptionist or administrative assistant, display a commitment to the highest ethical standards, possess impeccable attention to detail, and exhibit a professional and friendly demeanor. A background in the mortgage industry is not required, but it is certainly helpful! If you come to work every day with a customer service approach and a helpful, can-do attitude, we want to talk to you. Apply today! Hours are 8:30 am-5:30 pm, Monday-Friday Full Benefits (Health, Vision, Dental, 401(k), Stock Ownership, PTO, and more) Responsibilities:

• Support loan officers with daily success plan management to make sure they have the necessary information to originate more loans to the pipeline
• Perform front desk duties such as greeting visitors, sorting mail, faxing paperwork, and other delegated tasks that may include errands outside the office, as needed
• Let the team know about incoming client requests so we can respond quickly and ensure the customer is satisfied
• Step up to help other team members with administrative duties as needed
• Manage our database and continuously update our CRM with the latest client information
• Respond and reach out to realtors, referrals, current clients, and past clients via phone call, using our proven scripts to ensure each client receives great service
• Deliver quality support to everyone from vendors to clients to increase positive customer service ratings
• Manage the team leader's calendar, including scheduling appointments and ensuring proper time management.
• Managing the team leader's email and answering all incoming phone calls.
• Manage a pipeline of all incoming leads by maintaining active communication with clients and referral partners.
• Manage and gather documentation of clients, and schedule the loan consultation for the team leader.
• Make telephone contact with new clients as referred by our partners and keep track of them daily.

Qualifications:

• Prior experience as an office assistant or receptionist preferred
• Uses the highest levels of discretion when handling client information
• Ability to use Microsoft Office Suite, including Excel, Word, and Adobe, is mandatory, as well as the ability to learn new software quickly
• Functions well independently, has great multitasking skills, and possesses a drive to build systems so tasks are completed efficiently with minimal supervision
• Detail-oriented with superb organizational skills and communication skills (written and verbal)

About Company: As a company, we embrace the concept of ownership with enthusiasm and optimism for the future of housing in America. As individuals, every employee at Preferred Rate takes personal ownership in creating experiences that matter for our customers and clients. Every transaction represents a family, a home, and a life decision - we understand and appreciate that our participation is a privilege, and our job is to delight everyone involved at every point of the process so that their experience matters.