Overview
Join our dynamic financial team as a personal assistant to a Senior Loan Officer, where you will play a pivotal role in guiding clients through the loan process with expertise, integrity, and enthusiasm. This is a 9am-5am for the majority of the schedule, showing up on time to the office is a must, keeping up with my calendar and upadating it as necessary, scheudling my appointments and reminding me of coming up appointments, keeping up with clearing my emails and responding to priority emails as they come in. Must have a great attitude, be charming, technology savy, organized, friendly and local . Your proactive approach will help build lasting relationships with clients while ensuring compliance with all relevant banking and mortgage regulations. This is an exciting opportunity for a motivated professional eager to make a significant impact in the financial services sector.
Duties
- Build strong relationships with clients through exceptional customer service, clear communication, and expert advice on mortgage options, credit analysis, and financial planning.Qualifications
- Proven experience as a Loan Officer or in a similar financial sales role within banking or mortgage lending environments.
- Basic math skills including 10-key typing proficiency for accurate data entry and calculations related to credit analysis and loan processing.
- Excellent relationship-building skills within the financial sales sector along with effective client communication strategies.
- Familiarity with banking regulatory compliance standards related to mortgage services, loan processing, escrow procedures, and financial services regulations.Embark on a rewarding career where your expertise will help clients achieve their homeownership or business financing goals while advancing your professional growth in the vibrant world of financial services!
Pay: $65,000.00 - $85,000.00 per year
Benefits:
Work Location: In person
