Job Description
Job Type
Full-time
Description Position Summary: We’re seeking a detail-oriented and career-minded
Junior Mortgage Processor with recent mortgage lending experience to support a high-performing loan officer and branch team. This is a hybrid role combining processing, light administrative management, and marketing support. The ideal candidate has worked in mortgage operations within the past 1–3 years, understands the flow of a loan file, and is eager to grow in a fast-paced, production-heavy environment.
Key Responsibilities: Processing & Loan Support - Review initial loan files for completeness and accuracy before submission to underwriting
- Collect and verify borrower documentation (income, assets, disclosures, etc.)
- Order and follow up on third-party items such as title, VOEs, VODs, insurance, and appraisals
- Communicate proactively with borrowers, loan officers, and processors to keep files moving
- Maintain loan files within LOS (Encompass, Blend, etc.) and ensure compliance with lending guidelines
- Submit clean files to underwriting and assist with clearing conditions
- Track and manage loan pipeline activity to ensure deadlines are met
- Help with marketing duties customer service and follow up as assigned
Branch Operations Support - Serve as a point of contact between loan officer and internal team for day-to-day file coordination
- Help facilitate loan milestone updates and key communication touchpoints
- Maintain internal systems such as CRM and task trackers to keep pipeline organized
- Prepare file summaries and follow-ups for pipeline reviews
Marketing & Administrative Duties - Assist with social media content scheduling and simple campaign execution
- Help coordinate client events, email marketing, and post-closing follow-ups
- Manage client review requests and maintain referral partner contact records
- Organize printed materials, client gifts, and occasional branch mailings
- Support lead tracking and reporting for internal team use
Requirements: - Recent experience (within last 1–3 years) in mortgage lending, preferably in a processing or LOA capacity
- Familiarity with Encompass, DU/LP, and mortgage loan flow
- Strong organizational skills and a high attention to detail
- Excellent communication and follow-up ability
- Ability to multitask and thrive in a deadline-driven environment
- College degree preferred but not required
- A positive attitude and team-player mindset
Compensation: - Competitive hourly rate or salary (DOE)
- Per-file processing bonus opportunities
- Room for advancement into senior operations, processing, or production roles
- Paid training and mentorship available
Why Join Us? This is a great opportunity for someone with recent mortgage experience looking to refine their skills and grow into a more senior processing, operations, or even origination role over time. You’ll be joining a proven, high-volume branch with a reputation for excellence, mentorship, and long-term growth.
College degree preferred
Job Title: Branch Team Captain – Loan Officer Assistant
Location: Santa Rosa, CA (On-Site Preferred)
Employment Type: Full-Time
Compensation: Salary + Performance-Based Bonus (commensurate with experience)
About The Role We are seeking a dynamic, detail-oriented, and customer-focused
Branch Team Captain to support a top-producing mortgage loan officer and help drive branch performance. This pivotal role blends operations, customer service, marketing coordination, and loan officer assistance. The ideal candidate thrives in a fast-paced, deadline-driven environment and has a passion for delivering outstanding service while keeping a team organized and accountable.
Key Responsibilities - Serve as the right-hand partner to the branch’s lead loan officer, ensuring daily operations run smoothly and efficiently
- Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified
- Fix problems in the process—whether operational, transactional, or related to borrower communication—proactively and resourcefully
- Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones
- Act as the main point of contact for clients, agents, and internal team members—ensuring all communication is timely, clear, and empathetic
- Assist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrity
- Help submit and reconcile various business expenses and branch-related reimbursements
- Support team morale and accountability, keeping operations moving forward even when the loan officer is unavailable
- Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation
- Take full ownership of assigned projects and esponsibilities, ensuring no loose ends and consistent follow-through
Ideal Candidate Profile - Recent mortgage industry experience preferred, but not required
- Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valued
- Familiarity with DU, LP, and mortgage pre-approval processes preferred
- Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines
- Strong interpersonal and written communication skills—empathetic, articulate, and confident
- Proficient with Salesforce or similar CRM platforms
- Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools
- Smart, dependable, and solutions-oriented—someone who takes ownership and sees tasks through to completion without being micromanaged
- A natural team leader—calm under pressure, resourceful, and adaptable
Compensation & Perks - Competitive base salary
- Opportunity to grow into a licensed mortgage originator role or expanded leadership position
- Opportunity to grow into a licensed mortgage originator role or expanded leadership position
- High-energy, supportive team culture
- Direct mentorship from a 20-year veteran in the mortgage industry
- Opportunities for long-term career development within a high-producing branch
Salary Description
$21 - $24hr
Job Tags
Hourly pay, Full time, Work at office,