Assistant to Loan Officer Job at Summit Funding, Franklin, TN

  • Summit Funding
  • Franklin, TN

Job Description

Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. When Todd Scrima, our owner and CEO founded our company in 1995 his dream was not to be the biggest, but to strive to be the best. In 2022 we were proud to play a part in making the dream of homeownership a reality for over 10,000 people. Our growth mindset, positive culture, and history of stability are just a few things that position our company as a leader in the mortgage industry.

Benefits and Perks:

  • Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
  • Opportunity to earn competitive compensation including possible bonuses based on performance.
  • Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
  • Fun team atmosphere, professional development, and more.

Job Description

Assistant to Loan Officer - Loan Partner I

Starting pay rate ranges between $20 to $22/hr DOE.

We have an exciting opportunity for an outgoing, organized, detail-oriented, aspiring professional who is interested in starting or continuing a career in the world of mortgage and finance. The Loan Partner I is a pivotal role that provides administrative and marketing support to the busy Loan Officer, helps them grow their business, and assists in making the borrower’s dream of homeownership a reality.

What our Assistant to Loan Officer is responsible for:

  • Manage your Loan Officer's calendar, keeping your them on schedule and on task.
  • Monitor and manage communication on behalf of your Loan Officer as needed.
  • Send out thank you correspondence to borrowers and referral partners on your Loan Officer's behalf.
  • Assist the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns.
  • Collaborate with your Loan Officer to come up with new, creative, unique ideas for marketing campaigns.
  • Manage and update social media sites and marketing campaigns.
  • Coordinate Happy Hour, Lunch and Learn and other events with clients, referral partners, vendors and internal team members.
  • Represent and be the "face" of the Loan Officer’s Team in a professional, outgoing and upbeat manner.


  • Recent professional office work experience preferred, customer service experience highly desired. Mortgage/finance experience a plus.
  • MS Office skills. 
  • Excellent organization, attention to detail and time management skills.
  • Professional verbal and written communication skills.
  • World class customer service skills and a positive attitude.
  • Ability to meet deadlines and hold your Team Members accountable. 
  • Ability to work well independently as well as part of a team. 
  • Must be able to work a full time standard 40-hour work week, plus potential overtime as necessary in our professional office.
  • Stable work history a must.
  • High school diploma or equivalent.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Job Tags

Holiday work, Full time, Work experience placement,

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