Mortgage Front Office Assistant

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.  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.
• Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
• Fun team atmosphere, professional development, and more.

Greetings Partner (Mortgage Front Office Assistant)

Starting pay rate ranges between $17 to $20/hr DOE.

Summit Funding is looking for a polished, well-organized, professional administrative support specialist to manage the front office responsibilities as well as assist in loan set-up tasks for your team of Loan Officers. 

Greetings Partner responsibilities include welcoming all guests visiting the branch, answering phones, and directing clients and calls accordingly. This position is one of the first points of contact for our company; representing Summit Funding, Inc. in a positive, professional, and compassionate manner is essential. 

What our Greetings Partner is responsible for:

• Answer phones and direct calls accordingly.
• Welcome guests – offer coffee or water.
• May, at times, assist the branch with unlicensed duties, including but not limited to:
  • Perform initial setup of loan files in the Encompass application.
  • Respond to client inquiries or escalate to the appropriate Team Member as needed.
• Inform Loan Officer or Loan Partner of the arrival of clients.
• Personal assistant tasks as needed. 
• Order and maintain office supplies.
• Manage office facilities – vendors, building maintenance, mail, and copiers.
• Perform office administration duties as directed.

• 1 year of professional office experience preferred
• Client or customer service experience a must
• Must be able to work 40 hours per week and overtime as required in our professional office.
• Must be proficient in Word, Excel, and Outlook applications.
• Must have excellent verbal and written communication skills.
• Must have a positive attitude.
• Must be dependable, self-motivated, and require minimal supervision.
• Must be able to organize, prioritize, and manage time.

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