Loan Officer Assistant/Production Partner
Sente Mortgage - Dallas-Fort Worth, TX

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NOTE: This position is available in our Southlake and Plano branches in the DFW area, and also in our Houston and Austin branches.

Job Summary: Supports a mortgage banker in building capacity and generating business. Handles day-to-day issues in loan management for team and guides clients through loan process. Manages team pipeline and ensures operational and system efficiency. Handles all team administrative functions.

Responsibilities:
- Responsible for lead generation, contact database management, and back office support
- Perform client relationship management, communicating with previous and prospective clients and maintaining relationships, via phone, email, and in person
- Assist with current loan transactions and process, including taking applications, assisting clients with documents and forms, answering client questions, file setup in Encompass, communicating and coordinating with clients, vendors, and internal departments, follow-up, pricing/locking loans in Optimal Blue
- Maintain up-to-date awareness and knowledge regarding lenders, loan programs, industry requirements and regulations
- Handle incoming communications for the team, including phone calls, emails, and voicemail messages
- Work with mortgage banker to implement sales and marketing activities
- Perform administrative tasks such as database maintenance, calendar management, documenting processes, file management, status updates, expense reconciliation, handling client testimonials, reporting
- Assist with client learning events; plan client/partner appreciation events
- Attend closings, networking meetings, and other industry events
- Participate in weekly pipeline meeting
- Generate own leads and originate loans

Skills:
- Professional and polished verbal and written communication skills
- Organized, with good time and task management ability
- Able to work effectively in a collaborative team environment
- Customer-centric attitude
- Detail oriented, accurate, and thorough
- Good math and number facility
- Flexible and able to effectively multitask and juggle priorities

Requirements:
- Bachelor’s degree
- At least 2 years sales experience, preferably in real estate, mortgage loan, banking, or other financial services industry
- Intermediate proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Mortgage banker license
- Experience in Encompass preferred

Interested applicants please send cover letter and resume.


Indeed - 18 months ago - save job - block
About this company
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Sente Mortgage is a Texas owned and operated mortgage bank. We believe that homeownership should be part of our clients’ smarter money...