Mortgage Loan Originator Assistant

Luminate Bank® is more than a bank—we're Banking Brighter® by making financial success simple, accessible, and rewarding. Whether you're purchasing a home, growing your savings, or planning for long-term stability, we offer expert guidance and personalized solutions to illuminate your path. Our seamless digital banking, tailored lending options, and wealth-building strategies empower you to take control of your financial future. With competitive rates, clear insights, and a customer-first approach, we help you make informed decisions with confidence. No matter where you are in your journey, Luminate Bank® is here to support you every step of the way.

Position Overview:

The Loan Originator Assistant (LOA) plays a pivotal role in supporting business growth by managing the CRM system, following up with leads, coordinating loan files, and providing essential administrative support. This position enables the Team Leader to focus on client conversion while ensuring that every lead receives timely attention and no opportunity is overlooked.

As a high-level operator, the LOA ensures seamless communication and workflow management across clients, CRM systems, and referral partners. This role is ideal for a detail-oriented, tech-savvy, and service-driven professional with a passion for operational excellence.

Responsibilities and Duties: 

CRM & Database Management

• Input and organize contacts including clients, referral partners, and sphere of influence.
• Maintain lead records: tagging, status updates, and task assignments.
• Track key metrics such as lead source, conversion rates, and pipeline health.

Lead Management & Communication

• Conduct immediate follow-up with new leads via phone, text, and email.
  
• Ensure leads are enrolled in the correct CRM campaigns and automated workflows.

Loan Application & Documentation Support

• Request and collect necessary borrower documentation.
• Conduct application reviews and prepare files for pre-approval.
• Develop a working knowledge of mortgage products, including Conventional, Non-QM, Reverse, and Construction loans.

Referral Partner Communication

• Provide timely updates on lead status, contact attempts, and pre-approval milestones.
• Build partner confidence through consistent, proactive communication.

Client Interaction & Support

• Manage incoming client calls and inquiries professionally.
• Provide information or direct clients to the appropriate team member.
• Maintain consistent communication with clients throughout their loan journey.

Operational Excellence

• Assist in documenting internal processes and best practices.
  
• Align daily work with long-term team goals and demonstrate initiative in process improvement.

Qualifications:

• Solid understanding of mortgage products and loan processes.
• Strong verbal and written communication skills.
• High level of consistency in follow-up and client engagement.
• Exceptional organizational skills and attention to detail.
• Customer-focused mindset with a commitment to service excellence.
• Proficient with Microsoft Outlook (email and calendar management).
• Comfortable working in a fast-paced, high-volume environment.

Education & Experience:

• High school diploma or equivalent required.
• Associate’s or bachelor’s degree in Business, Finance, Communications, or related field preferred.
• Prior experience in a mortgage, financial services, or client support role is a plus.

Benefits:

• Competitive compensation reliant on ability and experience - base plus bonus potential
• Excellent benefits package including health, pre tax HSA, FSA accounts and dental & vision
• Life and AD&D Insurance, as well as additional voluntary benefit possibilities
• 401K with robust company match
• Flexible PTO program
• Earned Sick & Safe Time (ESST)
• The opportunity to work for the Midwest’s fastest growing lender

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.