Top 8 Financial assistant Jobs in La Plata, Md

Mortgage Banker Assistant
Atlantic Bay Mortgage Group —Arlington, VA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- 401(k)
Financial Administration Assistant - Alexandria
U.S. Courts —Alexandria, VA
- $70,623 - $133,142 a year
- Weekends as needed
- Background check
- Pass drug screening
- Research
- Paid holidays
- Health insurance
OFFICE ASSISTANT/FINANCIAL COUNSELOR
Calvert Health System —Prince Frederick, MD
- $18.50 - $27.06 an hour
- Full-time
- Surgery
- Customer service
- Mid-level
Quick Apply
6d
Assistant Controller
The Nuclear Company —Washington, DC
- $118,000 - $140,000 a year
- Hybrid work
- 6 years
- CPA
- ERP systems
- Health insurance
- Dental insurance
12d
Mortgage Banker Assistant
Atlantic Bay Mortgage Group LLC —Arlington, VA
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- 401(k)
Quick Apply
Part-Time Executive/Operations Assistant – Financial Services & Marketing Agency
The Wealth Kinggdom Agency —Prince George's County, MD
- From $1,000 a month
- Part-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Flexible schedule
Quick Apply
12d
Financial Services Assistant
Democracy Federal Credit Union —Alexandria, VA
- $20 - $22 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Basic math
Quick Apply

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Mortgage Banker Assistant

Atlantic Bay Mortgage Group -
Arlington, VA

Apply Now

Job Details

Full-time

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Office supply management
Customer records maintenance
Microsoft Excel
Microsoft Outlook
Event planning project management
Referral-based lead generation
Phone communication
Sales referrals
Mortgage compliance
Word embeddings
Filing
Client file management
Real estate referral programs
Research
Client relationship development
Client database systems
Social media platforms
Task prioritization
Client management
Office supply ordering
Compliance support tasks
Customer support for financial loans
Client referrals
1 year
Implementation of strategic initiatives
Relationship building in financial sales
Event marketing
Communication skills
Managing email marketing lists
Entry level

Full Job Description

Here at Atlantic Bay, we focus on genuinely caring for both our customers and team. We pride ourselves on being adaptable and energetic, especially in fast-paced environments! Our goal is to continuously inspire growth, for each of our team members to reach their goals and aspirations, all the while having fun. We’re in the business of lending peace of mind, whenever, wherever, however.

Atlantic Bay Mortgage Group, recently voted #1 in the nation as the best large mortgage company to work for by National Mortgage News, is seeking a Mortgage Banker Assistant in our Fredericksburg, Virginia office to join our team.

What you’ll be doing

Daily contact with borrowers to collect items required for processing.
Organizing client documents for new loan files and send to New Loan department; also sending requests for appraisals and title work.
Correcting any compliance items as needed and sending them to compliance to be cleared.
Post-Closing Tasks - preparing and sending letters to listing and selling agents, inputting agents into TE and Weekly Email list, sending post-closing emails and set up clients for client connect cards.
Ordering office supplies and keeping up with office tasks.
Researching common client and agent questions about the mortgage industry.
Assisting with marketing endeavors including pop-bys and client communication.
Serving as the gatekeeper to the Mortgage Bankers database and regularly updating it with new client information.
Being a visionary with the ability to plan for potential changes in the industry.
Event Planning and Coordinating - working with the Mortgage Banker to develop a customized strategy for their business. Taking accountability for execution and implementation.
Requesting marketing materials as needed for agents.
Developing and growing relationships with referral partners by staying top of mind.
Creating unique customer appreciation marketing campaigns.
Performing other duties as assigned.

What you’ll bring

1-2 years’ experience in the Mortgage Industry as a Loan Officer Assistant or Processor preferred
Knowledge of Microsoft Office suites including Word, Excel, PowerPoint, Outlook
Good verbal and written skills. Strong social media skills, and database management
Professionalism and strong communication skills (both in person and via phone/email)
Effective communication with the Mortgage Banker and all support teams
Extremely organized, detailed, and have the ability prioritize tasks
Work with all levels and varying positions of staff

Perks

Atlantic Bay offers a dynamic benefits package that includes a competitive base salary, eligibility for monthly bonuses, health insurance, 401(k), PTO, paid volunteer time and your birthday off with pay! Who doesn't love that!

If you have a passion for helping people lead their best life; Come ride the wave home to Atlantic Bay!

#GrowWithUs #WorkLifeBalance

Apply Now

Refine Your Search

financial assistant jobs in la plata, md

Mortgage Banker Assistant

Financial Administration Assistant - Alexandria

OFFICE ASSISTANT/FINANCIAL COUNSELOR

Assistant Controller

Mortgage Banker Assistant

Part-Time Executive/Operations Assistant – Financial Services & Marketing Agency

Financial Services Assistant

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