Mortgage Office Assistant

Fantastic opportunity for a person wanting to enter the financial services industry and learn. Seeking a hardworking, dependable individual that desires to learn and work in the mortgage and insurance financial service industry. With over 20 years of experience, MLFSC is looking to expand and hire. As a Mortgage and Insurance Office Assistant, your primary responsibility will be to manage customer deals, learn the end-to-end sales process, and ensure documentation is signed and compliant. An enthusiastic desire to learn and be a part of a financial service company that helps clients achieve their mortgage and financial goals will be paramount for an interested applicant.

Part-Time 9:30am-1:30pm - 5 days a week M-F

Key Responsibilities:

1. Ensure deals are compliant
2. Book appointments for staff
3. Conduct hiring/interviews
4. Provide customer service
5. Complete mortgage broker and insurance licensing course
6. Update pipelines and CRM systems
7. Coordinate and participate in the sales recruitment process
8. Manage social media and website
9. Event planning for networking events
10. Email, phone, and meeting management

Skills Required

Required:

1. High school diploma or equivalent
2. Ability to follow instructions and work independently
3. Proficient in utilizing various social media platforms for effective business communication
4. Desire and ability to study and complete mortgage and insurance courses
5. Car required