Mortgage Loan Officer Assistant - Unlicensed

Job Location: Marshfield, MA 02050-2171 Position Overview This role serves as a key operational partner to the Loan Officer, ensuring exceptional client service and efficient execution of business development initiatives — client engagement, marketing initiatives & pipeline management. The ideal candidate is highly organized, proactive, and committed to delivering exceptional service to clients and referral partners. Responsibilities Database duties Keep CRM in shape Organize & execute marketing campaigns for past clients Agent Marketing Manage agent engagement activities, including events, gifts, and recognition programs Client experience Assist in keeping client engaged Keep track of expiring approvals Follow-up on documents on expired approvals and CHB loans Send out weekly emails to all HOT approvals with available homes for sale Organize and execute client events Prospecting Organize Loan Officer’s calendar Generate database call lists for each day for the upcoming weeks, months, quarters Other duties as assigned Qualifications High school diploma or equivalent required. Minimum 1 year of administrative, customer service, sales support, mortgage, banking, or real estate experience. Strong organizational, communication, and customer service skills. Proficiency in Microsoft Office and CRM/database systems. Ability to manage multiple priorities and work independently in a fast-paced environment. Mortgage industry experience preferred but not required. Other Requirements Employment is contingent upon successful completion of required pre-employment checks, including criminal history and credit background checks, in accordance with applicable law. Churchill Mortgage participates in E-Verify and verifies each new employee’s identity and work authorization through Form I-9 in accordance with federal law. Compensation Compensation is determined by job-related qualifications, including experience, education, skills, and other role-specific factors, and will be discussed during the hiring process. Benefits Medical, dental, and vision coverage Health Savings Account and Flexible Spending Account options Life, disability, accident, cancer, and critical illness insurance Paid time off 401(k) plan Participation in the Employee Stock Ownership Program and SmartDollar Access to SmartDollar financial wellness tools Equal Opportunity Employer Churchill Mortgage Corporation is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants. #J-18808-Ljbffr Churchill Mortgage Corporation