Job Description
We are looking for a skilled Mortgage Loan Partner 1 (LP1) 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.
The LP1, an Executive/Administrative Assistant, oversees the Loan Officer's lead, calendar, and database management for the Loan Officer (LO). The LP1 will directly communicate with new leads, active prospects, customers, clients, and business partners daily, ensuring a smooth workflow and strong team chemistry. This role requires strong communication, time management, priority management, and data entry skills. The LP1 must professionally represent the LO and team and strive to “wow” internally and externally daily.
If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today!
Responsibilities:
3+ Core Duties Key Measurements
Leads:
- Contact newly received leads within 4 hours (or per LO’s requirement)
- Maintain a 80%+ lead-to-consultation ratio
- Maintain a 60%+ lead-to-application ratio (or per LO’s requirement)
Calendar:
- Appoint 20+ appointments weekly (or per LO’s requirement)
- All appointments must be set professionally and prudently
- Confirm 100% of appointments at least 24 hours in advance
Database :
- Events: Coordinate 2+ monthly events (or per LO’s requirement)
- Gifts: Ensure 5+ monthly gifts are sent
- Snailmail: Manage 500+ mailers monthly
Misc.:
- Email Management: Organize emails using Delete, Defer, Do, Delegate
- Expense Reports: Submit monthly
- Meet in person with clients, referral partners, act as concierge for appointments, offer snack beverage, etc.
Essential Duties of this Position
Lead 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
Calendar Scheduling Management:
- Set 100% of all appointments for LO and the team
- 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 daily Phone “Power Hour”
Database Management:
- Maintain database organization for the LO
- Send quarterly letters to closed database snailmail
- 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 concierge for appointments, offer snack beverage, 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:
- Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
- Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
- Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
- Preferred degree in banking or finance, and a high school diploma or equivalent is required
- At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
- Excellent verbal & written communication skills
- Strong time management & organization
- Ability to work under pressure & meet deadlines
- Must be able to speak, write, and effectively communicate in Spanish with clients and referral partners
- This position is in person only and requires the employee to have a vehicle for purposes of local business building and event planning/hosting
- NMLS license preferred but not required. Willing to help candidates get licensed while working to further their careers
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 and Polish. We specialize in complex deal structures 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.
Job Tags
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