Mortgage Loan Officer Assistant

Job Description

Job DescriptionWe are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today!Compensation:

$35,000 plus bonus structure possible

Responsibilities:

• Assist with administrative duties such as making and screening calls, booking appointments, etc.
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service

Essential Duties of this Position

• Yiddish / Hebrew - Must be able to speak, write, and effectively communicate in Yiddish / Hebrew with clients and referral partners
• Excellent verbal & written communication skills
• Strong time management & organization
• Ability to work under pressure & meet deadlines
• This position is in person only and requires the employee to have a vehicle for purposes of local business building and event planning/hosting

1st Focus - Lead & Client Management:

• Contact all new leads within 4 hours (or as required)
• Track all leads using the Lead Tracker
• Onboard all leads into the CRM
• Maintain and obsess over all lead-tracking ratios
• Ensure borrower appointments are scheduled (phone, video, or face-to-face)
• Provide daily, monthly, quarterly annual lead management reports

2nd Focus - Calendar Scheduling Management:

• Set 100% of all appointments for LO and the team; ensure 80% Lead to Appointment show
• Confirm all appointments via email, text phone (24+ hours in advance)
• Review next-day schedules for LO before leaving each day
• Answer 90% of incoming calls for LO and the team
• Manage recurring face-to-face business partner meetings for LO
• Ensure LO is prepared for the daily Phone “Power Hour”

3rd Focus - Database Management:

• Maintain database organization for the LO
• Send quarterly letters to the closed database via snail mail
• Manage birthday, home closing anniversary programs
• Coordinate 2+ monthly leveraged events (lunch ‘n learns, happy hours, etc.)
• Help LO send 2+ email newsletters (minimum) and monitor open rates
• Send handwritten notes, birthday cards, post-closing surveys, gifts, etc.

Additional Responsibilities

• Ensure LO stays on track for all daily appointments
• Manage LO’s emails (if applicable)
• Handle incoming mail and maintain a spotless desk for LO
• Maintain support for LO’s tech tools
• Assist with all administrative duties as needed
• Stay “one step ahead” of LO at all times
• Meet in person with clients, referral partners, act as a concierge for appointments, offer snack beverages, etc. Receive document drop-offs and meet clients for various quick face-to-face requirements. Drive to local referral partner offices for events, coordinating sales activities, and building local community recognition

Qualifications:

• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
• Highly motivated and goal-oriented with excellent customer service and communication skills

About Company

I’m Philip Lucrezia, a retired real estate attorney, licensed home builder, and mortgage broker with over 17 years of experience in the real estate and finance industry. Since 2017, I’ve been helping clients secure smart mortgage solutions. At Go Rascal, we offer custom-fit loan products for every type of borrower.

With deep roots in New York and New Jersey, I’ve built a reputation for creative financing strategies and a relentless commitment to service. My team serves a diverse client base and communicates fluently in Spanish, Italian, and Polish. We specialize in complex deals that many other lenders can’t handle.

We are built on transparency, discipline, efficiency, and results. We run lean, move fast, and stay focused on creating wins for clients and referral partners. I’m looking to grow the team with professionals who are hungry to learn, eager to perform, and driven by purpose.

If you’re someone who thrives in a high-performance, high-impact environment, I’d love to connect.