Mortgage Loan Officer Partner

Job Description

The Loan Partner One (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.Compensation:

$40,000 - $65,000 yearlyResponsibilities:

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 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 team

Manage recurring face-to-face business partner meetings for LO

Ensure LO is prepared for the daily Phone “Power Hour”

Database Management:

Maintain database organization for the LO

Send quarterly Letter-from-the-Heart (LFTH) Evidence of Success (EOS) 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 (if not virtual) for LO

Maintain and support LO’s tech tools

Assist with all administrative duties as needed

Stay “one step ahead” of LO at all timesQualifications:

Standard Job Requirements

NMLS License (if required by LO)

High school diploma or equivalent

40-hour workweek minimum

Experience with major Loan Origination Systems (Encompass, Calyx Point, etc)

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote)

Excellent verbal and written communication skills

Strong time management and organization

Ability to work under pressure and meet deadlinesAbout Company

Covita Lending is an Independent Mortgage Broker based out of Columbus, Ohio, that operates in Ohio, Florida, Georgia, and South Carolina. Covita Lending offers a wide range of lending options to meet your financial needs and circumstances. With nearly 40 years of combined experience as top-producing loan officers, our assurance is that whether you are a first-time buyer, interested in refinancing your mortgage, or a real estate investor, we’re here to guide you through the process.

Full-time