Branch Team Captain – Loan Officer Assistant

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    "description_html": "<p><strong>Compensation:</strong> Salary + Performance-Based Bonus (commensurate with experience)</p><h3><strong>About the Role</strong></h3><p>We are seeking a dynamic, detail-oriented, and customer-focused <em>Branch Team Captain</em> 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.</p><h3><strong>Key Responsibilities</strong></h3><ul><li>Serve as the right-hand partner to the branch’s lead loan officer, ensuring daily operations run smoothly and efficiently</li><li>Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified</li><li>Fix problems in the process—whether operational, transactional, or related to borrower communication—proactively and resourcefully</li><li>Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones</li><li>Act as the main point of contact for clients, agents, and internal team members—ensuring all communication is timely, clear, and empathetic</li><li>Assist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrity</li><li>Help submit and reconcile various business expenses and branch-related reimbursements</li><li>Support team morale and accountability, keeping operations moving forward even when the loan officer is unavailable</li><li>Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation</li><li>Take full ownership of assigned projects and responsibilities, ensuring no loose ends and consistent follow-through</li></ul><h3><strong>Ideal Candidate Profile</strong></h3><ul><li>Recent mortgage industry experience preferred, but not required</li><li>Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valued</li><li>Familiarity with DU, LP, and mortgage pre-approval processes preferred</li><li>Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines</li><li>Strong interpersonal and written communication skills—empathetic, articulate, and confident</li><li>Proficient with Salesforce or similar CRM platforms</li><li>Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools</li><li>Smart, dependable, and solutions-oriented—someone who takes ownership and sees tasks through to completion without being micromanaged</li><li>A natural team leader—calm under pressure, resourceful, and adaptable</li></ul><p><br></p>",
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