Branch Team Captain – Loan Officer Assistant

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.

Requirements

• Serve as the right-hand partner to the branch’s lead loan officer
• Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals
• Fix problems in the process—whether operational, transactional, or related to borrower communication—proactively 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 members—ensuring 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

Benefits

• 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