Job Description

Description

We are looking for a proactive Loan Officer Assistant specializing in Lead Generation to join Connect Mortgage Funding's Sales team in Troy. As a Loan Officer Assistant, you will be responsible for identifying and qualifying potential leads, nurturing relationships with prospects, and contributing to the overall success of our sales team.

This position is ideal for entry-level professionals looking to kickstart their career in the banking and mortgage industry. Join us at Connect Mortgage Funding and be part of a dynamic team that values innovation, collaboration, and excellence in customer service.

Career Growth Opportunities from this position:

Path 1 - Licensed Loan Officer

• Receive support to complete your NMLS licensing
• Transition into a client-facing role managing your own pipeline
• Unlock commission-based earning potential
• Build long-term client relationships and grow your book of business

Path 2 - Mortgage Processing

• Grow into roles like Loan Processor, Processing Assistant, or Underwriting Support
• Specialize in document handling, file review, and loan closing
• Contribute to backend efficiency and compliance
• Ideal for detail-oriented candidates who enjoy behind-the-scenes work

Responsibilities:

• Utilize various channels to generate leads such as cold calling, email campaigns, and social media outreach.
• Qualify leads through effective communication and active listening.
• Collaborate with the sales team to develop strategies for lead generation and conversion.
• Maintain accurate records of lead interactions and transactions.
• Follow up with leads to ensure a positive customer experience and increase conversion rates.
• Stay updated on industry trends and competitor activities to identify new opportunities.
• Participate in training sessions to enhance lead generation skills and product knowledge.
• Meet and exceed monthly and quarterly lead generation targets.

Requirements:

• Excellent communication and interpersonal skills.
• Full Time In-Office Position
• Strong attention to detail and organizational abilities.
• Ability to work effectively in a fast-paced sales environment.
• Basic knowledge of mortgage products and services is a plus.
• Proficiency in software and lead tracking tools.
• Self-motivated with a results-driven approach.
• Ability to adapt to changing priorities and business needs.
• Team player with a positive attitude and willingness to learn.

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