Branch Team Captain Loan Officer Assistant

Posted 10 days ago

security national financialSanta Rosa (CA)

Loan Officers Mortgage and Nonmortgage Loan Brokers

SENIORITY

Senior

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About the role

Branch Team Captain

Compensation: Salary + Performance-Based Bonus (commensurate with experience)

About the Role: We 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 Responsibilities:

Serve as the right-hand partner to the branch's lead loan officer, ensuring daily operations run smoothly and efficiently
Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified
Fix problems in the processwhether operational, transactional, or related to borrower communicationproactively and resourcefully
Track loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestones
Act as the main point of contact for clients, agents, and internal team membersensuring all communication is timely, clear, and empathetic
Assist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrity
Help submit and reconcile various business expenses and branch-related reimbursements
Support team morale and accountability, keeping operations moving forward even when the loan officer is unavailable
Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation
Take full ownership of assigned projects and responsibilities, ensuring no loose ends and consistent follow-through

Ideal Candidate Profile:

Recent mortgage industry experience preferred, but not required
Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valued
Familiarity with DU, LP, and mortgage pre-approval processes preferred
Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines
Strong interpersonal and written communication skillsempathetic, articulate, and confident
Proficient with Salesforce or similar CRM platforms
Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools
Smart, dependable, and solutions-orientedsomeone who takes ownership and sees tasks through to completion without being micromanaged
A natural team leadercalm under pressure, resourceful, and adaptable
Compensation & Perks
Competitive base salary
Performance-based bonuses for exceeding goals and driving results
Opportunity to grow into a licensed mortgage originator role or expanded leadership position
High-energy, supportive team culture
Direct mentorship from a 20-year veteran in the mortgage industry
Opportunities for long-term career development within a high-producing branch

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