Mortgage Loan Officer Assistant — Client & Pipeline Pro

Churchill Mortgage Corporation; Marshfield (MA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Health Savings Account and Flexible-Sp

Life, disability, accident, cancer, &5

Paid time off

401(k) plan

Employee Stock Ownership Program

SmartDollar

Financial wellness tools

Job summary

Churchill Mortgage Corporation in Marshfield, MA is seeking an organized administrative support specialist to partner with the Loan Officer. You will manage client engagement, marketing initiatives, and pipeline activities to ensure exceptional service.

Ideal candidates have at least one year of administrative or sales support experience, strong Microsoft Office and CRM skills, and the ability to handle multiple priorities in a fast-paced environment. Mortgage industry experience is a plus.

Qualifications

• High school diploma or equivalent is 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.

Responsibilities

• Keep CRM in shape
• Organize & execute marketing campaigns for past clients
• Manage agent engagement activities, including events, gifts, and recognition programs
• Assist in keeping client engaged; track expiring approvals; follow-up on documents for expired CHB loans
• Send out weekly emails to HOT approvals with available homes for sale
• Organize and execute client events
• Organize Loan Officer’s calendar; generate daily call lists for upcoming weeks, months, quarters
• Other duties as assigned

Skills

Customer service

Organizational skills

Communication

CRM proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM/database systems

Job description

Churchill Mortgage Corporation in Marshfield, MA is seeking an organized administrative support specialist to partner with the Loan Officer. You will manage client engagement, marketing initiatives, and pipeline activities to ensure exceptional service.

Ideal candidates have at least one year of administrative or sales support experience, strong Microsoft Office and CRM skills, and the ability to handle multiple priorities in a fast-paced environment. Mortgage industry experience is a plus.