Mortgage - executive loan officer assistant

Loan Officer Assistant – Consumer Direct Mortgage

Compensation: $20.00/hour + Performance-Based Bonus

Location: Scottsdale, Arizona – In-Office Only

Work Arrangement: 100% On-Site | No Remote or Hybrid Options

Industry: Mortgage Lending – Consumer Direct

Position Overview

We are seeking a highly motivated, sharp, and personable Loan Officer Assistant to work directly alongside our branch owners and top-producing sales leaders at our Scottsdale, Arizona office.

This is a fast-paced, sales-focused opportunity for someone who thrives on the phone, communicates confidently, and wants to build a successful career in the mortgage industry.

You will play a critical role in our sales operation by handling inbound homeowner inquiries, gathering preliminary qualification information, identifying refinance opportunities, and scheduling appointments for our sales leaders to close.

This is not a traditional administrative assistant position. We are looking for someone with strong communication skills, excellent follow-through, and a sales-driven mindset who can help turn incoming opportunities into closed loans.

This position is exclusively in-office. Candidates must be able to reliably commute to our Scottsdale office each workday. Remote and hybrid arrangements are not available.

Key ResponsibilitiesInbound Calls & Homeowner Engagement

• Answer incoming calls from homeowners interested in refinancing or accessing their home equity.
• Establish rapport, build trust, and create a professional first impression.
• Ask qualifying questions to understand each homeowner's financial situation, goals, and mortgage needs.
• Identify potential opportunities for rate-and-term refinances, cash-out refinances, and other mortgage products.

Initial Prequalification & Lead Management

• Gather preliminary information regarding mortgage balances, property values, current interest rates, credit profiles, and homeowner objectives.
• Organize borrower information for review by licensed loan officers.
• Identify motivated homeowners and prioritize high-quality opportunities.
• Maintain accurate notes, borrower information, and follow-up activities within our CRM.
• Ensure every inbound lead receives prompt attention and consistent follow-up.

Appointment Setting & Sales Support

• Schedule qualified appointments and live transfers with branch owners and senior sales leaders.
• Coordinate calendars to ensure a smooth handoff between the homeowner and the sales team.
• Follow up with homeowners who have expressed interest but have not yet committed to an appointment.
• Maintain consistent communication to maximize appointment attendance and conversion opportunities.
• Work directly alongside branch leadership to improve lead quality, sales efficiency, and overall production.

Daily Performance & Accountability

• Maintain a high level of responsiveness and professionalism throughout the day.
• Consistently meet expectations for call activity, appointments scheduled, and follow-up completion.
• Take ownership of assigned leads and ensure opportunities are not overlooked.
• Collaborate with branch leadership to continuously improve sales processes.

Qualifications

• Excellent verbal communication and phone skills.
• Confident, energetic, professional, and personable.
• Strong ability to build rapport quickly with homeowners.
• Highly organized with exceptional attention to detail.
• Self-motivated, competitive, and results-oriented.
• Comfortable working in a fast-paced, performance-driven office environment.
• Ability to multitask, manage a CRM, and maintain a consistent follow-up schedule.
• Previous mortgage, banking, call center, appointment-setting, or sales experience preferred.
• Mortgage experience is a plus, but not required. We are willing to train the right individual.
• Must be able to work on-site at our Scottsdale, Arizona office every scheduled workday.

Compensation & Opportunity

• $20.00 per hour base pay
• Performance-based bonus opportunities
• Direct mentorship and training from highly successful mortgage branch owners.
• Opportunity to gain valuable experience in mortgage sales, homeowner qualification, and loan origination.
• Potential for long-term career growth and advancement.
• A high-volume, collaborative office environment with consistent homeowner inquiries and significant growth opportunities.

Who We're Looking For

The ideal candidate is someone who is hungry to succeed, quick to learn, confident on the phone, and takes pride in producing results.

We want someone who doesn't simply answer calls but recognizes opportunities, asks smart questions, follows through, and understands the importance of creating an exceptional experience for every homeowner.

If you are ambitious, dependable, coachable, and excited about working directly with successful sales leaders in the mortgage industry, we would love to hear from you.

Apply today to join our high-performing Scottsdale mortgage team and take the next step in your career.

• This is a full-time, in-office opportunity. Applicants must be available to commute to our Scottsdale office. Remote work is not offered.