Mortgage Loan Officer Assistant - Unlicensed

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

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.