Job details

Loan Officer Assistant - Mortgage

Why Work for Quontic?

Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.

Who We are

Quontic is the adaptive digital bank that empowers its customers financially while embracing their diverse circumstances. Quontic's mission to break the system for financial empowerment stands in the face of big banks and proves there is a better and more equitable way to put the customer first. We focus on truly understanding and serving the underdogs, entrepreneurs, gig-economy workers, immigrants, and more with a curated banking experience as opposed to a one-size-fits-all banking approach.

What We Live By

Whatever your role, we are bound by a spirit of collective commitment and excellence in all aspects of our work. As an employee of Quontic, the importance of your contributions cannot be overstated. You are an important part of our team!

Your Primary Responsibilities Include:

Under the direction and supervision of the VP/Senior Mortgage Lending Officer, the Administrative Assistant supports the daily operations and administration of the team through a wide array of duties and responsibilities.

Responsibilities

Answer all incoming calls
Schedule, track, and confirm appointments with clients for VP/Senior Mortgage Lending Officer
Support team to track incoming leads
Enter new clients into the CRM system (HubSpot, Jungo)
Scan and save consultation sheets, including data entry of client information
Prepare closing packages and gifts for weekly closings
Conduct follow up phone calls and send surveys to recently closed clients
Enter data into platform to send cards to clients and referral sources
Research clients on social media platforms including Facebook, X (Twitter), Instagram, LinkedIn, etc.
Collaborate with marketing department to coordinate VP/Senior Mortgage Lending Officer’s media, advertising, and sales literature, including production of marketing materials
Create email campaigns and social media posts highlighting team’s recent closings
General administrative duties as assigned

The above is merely a description. Responsibilities and duties are not limited to the above. Quontic reserves the right to change job descriptions at any time.

Education and Experience Requirements:

Associate degree or equivalent years of experience
One (1) year of relevant experience in wholesale mortgage lending
Full professional fluency in English and Spanish

Additional Requirements:

Strong customer service skills and positive attitude
Experience using social media for business preferred
Excellent verbal and written communication skills
Demonstrated knowledge of Microsoft Office Suite and Adobe
Superior organizational skills and ability to respond to changes quickly with attention to detail

This role's annual base salary range is $48,000 - $60,000.

In addition to a fulfilling career, we offer competitive compensation and a comprehensive benefits package that can fuel your financial milestones & keep you well. Full time employees are eligible for:

Health, Dental, Vision, & Life Insurance
Financial Wellness Planning & Coaching
Counseling Support Services & Resources
Paid Parental Leave
Pet Insurance
401K Match
Employee Bank Accounts with Quontic
Generous Paid Time Off

Average salary estimate

$54000 / YEARLY (est.)

min

max

$48000K

$60000K

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What You Should Know About Loan Officer Assistant - Mortgage, Quontic

Are you looking for an opportunity to join a trailblazer in digital banking? At Quontic, we're excited to invite you to become our new Loan Officer Assistant - Mortgage. Located in the heart of a customer-focused culture, Quontic Bank is reshaping the way communities experience financial services. We believe in making homeownership accessible and simplifying banking for everyone, especially those who have faced obstacles with traditional banking institutions. As a Loan Officer Assistant, you'll be working directly with our VP/Senior Mortgage Lending Officer to support various operational and administrative tasks that keep our team thriving. We're looking for someone who can manage incoming calls, schedule appointments, track leads, and manage client information through our CRM system. Your role will also include preparing closing packages, conducting follow-ups, and contributing to marketing campaigns that showcase our recent successes. We're passionate about serving underrepresented communities in this financial landscape, and we want you to join us on this journey. If you have an Associate degree, a year of experience in wholesale mortgage lending, and are fluent in both English and Spanish, you might be the perfect fit for this role. At Quontic, your contributions matter, and we strive to create a work environment that provides not only competitive compensation but also a comprehensive benefits package that aligns with your financial goals. Come be a part of our mission to empower others financially—one loan at a time!

Frequently Asked Questions (FAQs) for Loan Officer Assistant - Mortgage Role at Quontic

What skills are required for a Loan Officer Assistant at Quontic?

To thrive as a Loan Officer Assistant at Quontic, candidates should possess strong customer service skills and a positive attitude. A background in wholesale mortgage lending, fluency in English and Spanish, and excellent communication skills are essential. Familiarity with social media for business and proficiency in Microsoft Office Suite and Adobe will help you succeed in this dynamic role.