Branch Team Captain Loan Officer Assistant
security national financialSanta Rosa, CA
Branch Team Captain Loan Officer Assistant
security national financialSanta Rosa, CA
APPLY NOW9 days ago
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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JOB OVERVIEW
Experience level
Senior
Location
Santa Rosa, CA
Occupation
Loan Officers
Industry
Mortgage and Nonmortgage Loan Brokers
Posted
9 days ago
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