Overview
We are a highly successful, local mortgage company in Folsom seeking a dynamic and organized Operations \& Marketing Assistant to join our "small but mighty" team! This role is perfect for a proactive individual who thrives in a fast\-paced environment and is eager to support operational functions, client care, and marketing initiatives. As an essential team member, you will answer incoming calls, fund mortgage loans, manage administrative \& operational tasks, and assist with marketing campaigns. This position offers an exciting opportunity to gain comprehensive experience within the mortgage industry while contributing to the overall success of our company.
This position will report directly to the Operations/Closing Manager.
THIS IS A HYBRID ROLE. The candidate selected for this role must work in our Folsom office at least 3 days/week.
Duties
- Fund mortgage loans (training provided).
- Perform various tasks to assist the Operations/Closing Manager, including (but not limited to) reconciliation of closed mortgage loans and research projects.
- Manage front desk operations, including greeting visitors while in\-office, answering multi\-line phone systems, and providing excellent phone etiquette.
- Support office management tasks such as filing, data entry, and maintaining organized records.
- Coordinate calendar management and schedule appointments or meetings for team members.
- Contribute to the majority of the company's marketing efforts by performing outbound check\-in calls to our previous clients, sending out handwritten cards, completing mail merges, supporting social media campaigns, and implementing new marketing campaigns.
- Handle clerical duties such as photocopying, faxing, organizing files, handling mail, and managing office supplies to ensure smooth daily operations.
- Manage and update the company's website through LenderHomePage.
- Impeccable attention to detail is key to the success of this position.
- Strong typing skills and computer skills with proficiency in Microsoft Office Suite (Word, Excel, and Outlook).
- Excellent organizational skills with the ability to multitask efficiently in a busy office environment.
- Exceptional phone etiquette with experience managing multi\-line phone systems and providing customer support.
- Effective time management skills to prioritize tasks and meet deadlines consistently.
- Previous office experience or administrative experience is preferred.Join us as an Operations \& Marketing Assistant and become a vital part of a vibrant team dedicated to excellence! We are committed to fostering a supportive environment that encourages growth, innovation, and success for all our employees.
- Health insurance
- Paid time off
Skills
Pay: $20\.00 \- $23\.00 per hour
Benefits:
Work Location: Hybrid remote in Folsom, CA 95630