Provides administrative and operational support to mortgage loan officers, including scheduling, customer and partner communication, pipeline and closing report tracking, document uploads, contact maintenance, email monitoring, sales meeting preparation, and coordination of licensing, compliance, continuing education, and training activities. The role has restricted Encompass access and cannot conduct mortgage loan sales or provide rate or term counseling.

Supports branch managers and loan officers with loan information collection, customer service, loan-status tracking, product discussions, phone and email communication, shipment tracking, and issue resolution. Maintains loan and lead records, learns lending products and processes, and works toward obtaining a Loan Officer license. Requires an active NMLS license in good standing, professionalism, organization, communication skills, and familiarity with applicable laws and practices.

Supports branch managers and loan officers with daily branch operations, loan information collection, lead and loan-status tracking, customer communications, product discussions, shipment tracking, and problem resolution. Maintains knowledge of loan products and services while pursuing education toward a Loan Officer License. Promotes professional communication, organization, teamwork, and an exceptional customer experience.