Job Description
Are you a people-person with a passion for real estate and marketing? Do you thrive in a fast-paced, energetic environment and love the idea of helping families get into the home of their dreams? If so, we want you on our team. We’re a high-energy, high-performance mortgage team looking for an upbeat, outgoing, and self-driven individual to become our Loan Officer’s right hand—helping grow the business, create meaningful connections, and strengthen our brand.
Responsibilities:
Sales Support:
• Research and connect with real estate agents, builders, and referral partners
• Schedule and coordinate meetings, presentations, and networking events
• Track outreach activity and maintain relationship pipelines in CRM
• Assist with follow-ups to ensure consistent engagement with leads and partners
Marketing Support: • Execute social media strategies, content creation, and campaign scheduling
• Design and distribute marketing materials (flyers, postcards, email campaigns)
• Help plan and promote webinars, classes, and community events
• Monitor engagement metrics and assist with marketing reports
Administrative Support: • Organize and update contact databases, email lists, and outreach logs
• Prepare co-branded marketing pieces and event handouts
• Assist with internal coordination between the loan officer, processors, and partners
Qualifications:
Who You Are: • Positive, outgoing, and confident, you genuinely enjoy engaging with people
• Highly independent and self-motivated—you take ownership, manage your time well, and don’t wait to be told what to do
• Spanish and/or Chinese speakers are highly preferred
• Real estate or mortgage experience is required—you understand the lingo and how the industry flows
• Organized, proactive, and results-oriented—you know how to plan, prioritize, and follow through
• Creative and marketing-savvy—comfortable on social media and maybe even on camera
• Comfortable working on-site—you thrive in a collaborative office environment and like being part of a team
Why This Role Matters: This is a key position on a top-producing mortgage team. You'll be on the front lines of business development—connecting with clients, supporting marketing efforts, and helping drive growth in a meaningful way. You’re not just supporting a Loan Officer—you’re helping families achieve homeownership.
About Company:
We are proud to be one of the leading mortgage brokerages, licensed in multiple states. Laser-focused on delivering superior customer service and providing honest financial/mortgage advice. As we expand, we are looking for a team player who is passionate, sharp, organized, and eager to learn. Our team believes in lifting each other up, recognizing achievements big and small, and creating a workplace where everyone feels valued, supported, and encouraged to shine. If you're a mortgage expert ready to step into a high-impact role — and want to be part of a team where happiness is a priority and success is even sweeter when shared—we want to hear from you. Apply now and let’s close more deals together.
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