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.