Job Details

Job Type Full-timeDescriptionPosition Summary:We're seeking a detail-oriented and career-minded Junior Mortgage Processor with recent mortgage lending experience to support a high-performing loan officer and branch team. This is a hybrid role combining processing, light administrative management, and marketing support. The ideal candidate has worked in mortgage operations within the past 1-3 years, understands the flow of a loan file, and is eager to grow in a fast-paced, production-heavy environment.Key Responsibilities: Processing & Loan Support Review initial loan files for completeness and accuracy before submission to underwritingCollect and verify borrower documentation (income, assets, disclosures, etc.)Order and follow up on third-party items such as title, VOEs, VODs, insurance, and appraisalsCommunicate proactively with borrowers, loan officers, and processors to keep files movingMaintain loan files within LOS (Encompass, Blend, etc.) and ensure compliance with lending guidelinesSubmit clean files to underwriting and assist with clearing conditionsTrack and manage loan pipeline activity to ensure deadlines are metHelp with marketing duties customer service and follow up as assigned Branch Operations Support Serve as a point of contact between loan officer and internal team for day-to-day file coordinationHelp facilitate loan milestone updates and key communication touchpointsMaintain internal systems such as CRM and task trackers to keep pipeline organizedPrepare file summaries and follow-ups for pipeline reviews Marketing & Administrative Duties Assist with social media content scheduling and simple campaign executionHelp coordinate client events, email marketing, and post-closing follow-upsManage client review requests and maintain referral partner contact recordsOrganize printed materials, client gifts, and occasional branch mailingsSupport lead tracking and reporting for internal team use Requirements:Recent experience (within last 1-3 years) in mortgage lending, preferably in a processing or LOA capacityFamiliarity with Encompass, DU/LP, and mortgage loan flowStrong organizational skills and a high attention to detailExcellent communication and follow-up abilityAbility to multitask and thrive in a deadline-driven environmentCollege degree preferred but not requiredA positive attitude and team-player mindset Compensation:Competitive hourly rate or salary (DOE)Per-file processing bonus opportunitiesRoom for advancement into senior operations, processing, or production rolesPaid training and mentorship available Why Join Us?This is a great opportunity for someone with recent mortgage experience looking to refine their skills and grow into a more senior processing, operations, or even origination role over time. You'll be joining a proven, high-volume branch with a reputation for excellence, mentorship, and long-term growth.College degree preferredJob Title: Branch Team Captain - Loan Officer Assistant Location: Santa Rosa, CA (On-Site Preferred) Employment Type: Full-Time Compensation: Salary + Performance-Based Bonus (commensurate with experience)About the RoleWe are seeking a dynamic, detail-oriented, and customer-focused Branch Team Captain 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.Key ResponsibilitiesServe as the right-hand partner to the branch's lead loan officer, ensuring daily operations run smoothly and efficientlyRun Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualifiedFix problems in the process-whether operational, transactional, or related to borrower communication-proactively and resourcefullyTrack loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestonesAct as the main point of contact for clients, agents, and internal team members-ensuring all communication is timely, clear, and empatheticAssist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrityHelp submit and reconcile various business expenses and branch-related reimbursementsSupport team morale and accountability, keeping operations moving forward even when the loan officer is unavailableCreate and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generationTake full ownership of assigned projects and esponsibilities, ensuring no loose ends and consistent follow-through Ideal Candidate ProfileRecent mortgage industry experience preferred, but not requiredBackground in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valuedFamiliarity with DU, LP, and mortgage pre-approval processes preferredHighly organized and detail-oriented with the ability to manage multiple priorities and deadlinesStrong interpersonal and written communication skills-empathetic, articulate, and confidentProficient with Salesforce or similar CRM platformsTech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing toolsSmart, dependable, and solutions-oriented-someone who takes ownership and sees tasks through to completion without being micromanagedA natural team leader-calm under pressure, resourceful, and adaptable Compensation & PerksCompetitive base salaryOpportunity to grow into a licensed mortgage originator role or expanded leadership positionOpportunity to grow into a licensed mortgage originator role or expanded leadership positionHigh-energy, supportive team cultureDirect mentorship from a 20-year veteran in the mortgage industryOpportunities for long-term career development within a high-producing branch Salary Description $21 - $24hr