Here at Atlantic Bay, we focus on genuinely caring for both our customers and team. We pride ourselves on being adaptable and energetic, especially in fast-paced environments! Our goal is to continuously inspire growth, for each of our team members to reach their goals and aspirations, all the while having fun. We’re in the business of lending peace of mind, whenever, wherever, however.
Atlantic Bay Mortgage Group, recently voted #1 in the nation as the best large mortgage company to work for by National Mortgage News, is seeking a Mortgage Banker Assistant in our Fredericksburg, Virginia office to join our team.
What you’ll be doing
- Daily contact with borrowers to collect items required for processing.
- Organizing client documents for new loan files and send to New Loan department; also sending requests for appraisals and title work.
- Correcting any compliance items as needed and sending them to compliance to be cleared.
- Post-Closing Tasks - preparing and sending letters to listing and selling agents, inputting agents into TE and Weekly Email list, sending post-closing emails and set up clients for client connect cards.
- Ordering office supplies and keeping up with office tasks.
- Researching common client and agent questions about the mortgage industry.
- Assisting with marketing endeavors including pop-bys and client communication.
- Serving as the gatekeeper to the Mortgage Bankers database and regularly updating it with new client information.
- Being a visionary with the ability to plan for potential changes in the industry.
- Event Planning and Coordinating - working with the Mortgage Banker to develop a customized strategy for their business. Taking accountability for execution and implementation.
- Requesting marketing materials as needed for agents.
- Developing and growing relationships with referral partners by staying top of mind.
- Creating unique customer appreciation marketing campaigns.
- Performing other duties as assigned.
What you’ll bring
- 1-2 years’ experience in the Mortgage Industry as a Loan Officer Assistant or Processor preferred
- Knowledge of Microsoft Office suites including Word, Excel, PowerPoint, Outlook
- Good verbal and written skills. Strong social media skills, and database management
- Professionalism and strong communication skills (both in person and via phone/email)
- Effective communication with the Mortgage Banker and all support teams
- Extremely organized, detailed, and have the ability prioritize tasks
- Work with all levels and varying positions of staff
Perks
Atlantic Bay offers a dynamic benefits package that includes a competitive base salary, eligibility for monthly bonuses, health insurance, 401(k), PTO, paid volunteer time and your birthday off with pay! Who doesn't love that!
If you have a passion for helping people lead their best life; Come ride the wave home to Atlantic Bay!
#GrowWithUs #WorkLifeBalance