Mortgage Front Office Assistant

Posted 18 Days Ago
Be an Early Applicant
Eureka, CA
Junior
Financial Services
The Role
The Mortgage Front Office Assistant at Summit Funding manages front office duties, welcomes guests, answers and directs phone calls, and assists in loan setup tasks. Responsibilities also include office administration, maintaining supplies, and ensuring a positive first impression for clients.
Summary Generated by Built In

Company Description

Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. When Todd Scrima, our owner and CEO founded our company in 1995 his dream was not to be the biggest, but to strive to be the best. Our growth mindset, positive culture, and history of stability are just a few things that position our company as a leader in the mortgage industry.

Benefits and Perks:

  • Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
  • Opportunity to earn competitive compensation.
  • Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
  • Fun team atmosphere, professional development, and more.

Job Description

Greetings Partner (Mortgage Front Office Assistant)

Starting pay rate ranges between $17 to $20/hr DOE.

Summit Funding is looking for a polished, well-organized, professional administrative support specialist to manage the front office responsibilities as well as assist in loan set-up tasks for your team of Loan Officers. 
Greetings Partner responsibilities include welcoming all guests visiting the branch, answering phones, and directing clients and calls accordingly. This position is one of the first points of contact for our company; representing Summit Funding, Inc. in a positive, professional, and compassionate manner is essential. 

What our Greetings Partner is responsible for:

  • Answer phones and direct calls accordingly.
  • Welcome guests – offer coffee or water.
  • May, at times, assist the branch with unlicensed duties, including but not limited to:
    • Perform initial setup of loan files in the Encompass application.
    • Respond to client inquiries or escalate to the appropriate Team Member as needed.
  • Inform Loan Officer or Loan Partner of the arrival of clients.
  • Personal assistant tasks as needed. 
  • Order and maintain office supplies.
  • Manage office facilities – vendors, building maintenance, mail, and copiers.
  • Perform office administration duties as directed.

Qualifications

  • 1 year of professional office experience preferred
  • Client or customer service experience a must
  • Must be able to work 40 hours per week and overtime as required in our professional office.
  • Must be proficient in Word, Excel, and Outlook applications.
  • Must have excellent verbal and written communication skills.
  • Must have a positive attitude.
  • Must be dependable, self-motivated, and require minimal supervision.
  • Must be able to organize, prioritize, and manage time.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Top Skills

Excel
Outlook
Word
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The Company
HQ: Sacramento, CA
1,131 Employees
On-site Workplace
Year Founded: 1995

What We Do

Summit Funding, Inc. is more than just a mortgage company. We are a group of individuals with a common goal to be our best and encourage all others around us to do the same. Armed with our yes you can mindset, we empower our partners, clients, and employees to achieve new heights both in our industry and beyond. Since founding Summit Funding in 1995, Todd Scrima has built the company to what it is today, a Top 30 Mortgage Lender nationwide with over 80 locations and over 300 loan originators.

We’re on a mission to provide a better experience for those looking to achieve their homeownership goals, from purchasing, refinancing, and everything in between. At Summit, the customer genuinely comes first. Each of our home loan experts dedicates themselves to this mission by providing quality mortgage services, developing deeper personal relationships, and attaining real results. We know we are part of something greater than ourselves and that’s what makes Summit Funding unique in a crowded marketplace.

Summit Funding, Inc. NMLS ID# 3199 (www.nmlsconsumeraccess.org). Licensed by CA Dept of Business Oversight #6072526, CA Bureau of Real Estate #01220358, AZ Lic# 0925837, GA Lic# 39456, Illinois Residential Mortgage Licensee. Equal Housing Opportunity

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