Job Description

We’re looking for a detail-oriented and proactive Mortgage Loan Officer Assistant (Loan Partner I) to join our high-performing mortgage team. This role is focused on managing the Loan Officer’s schedule, setting appointments, organizing the database, and building strong relationships with referral partners. The ideal candidate is highly organized, communicates clearly, and thrives in a fast-paced environment. You’ll play a key part in keeping the Loan Officer’s day structured, maintaining consistent outreach to partners and prospects, and ensuring that every interaction reflects professionalism and excellence. Responsibilities: 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) • snail mail • 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 & support for LO’s tech tools • Assist with all administrative duties as needed • Stay “one step ahead” of LO at all times Qualifications: • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred • At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant • Please attach a 30-60 second video of why you would be a good fit for this role. About Company: Luminate Bank is a purpose-driven mortgage and lending company built on integrity, innovation, and impact. We’re focused on empowering clients, partners, and team members to achieve financial success while creating lasting relationships and positive change in the communities we serve. Our culture is built around growth, collaboration, and excellence—where every team member plays a key role in helping families and individuals reach their homeownership and financial goals.

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