Position Overview

The Branch Office Assistant plays a key role in supporting the daily operations of a busy mortgage branch. This position partners closely with the Loan Team to assist with client communication, loan file preparation, and marketing efforts. The ideal candidate is organized, customer-focused, and comfortable balancing administrative responsibilities with client-facing interactions and light sales support.  You will be an integral part of assisting us in our growth.

Schedule

• Monday–Friday, 9:00 AM – 2:30 PM
• 30-minute unpaid lunch break
• Total: 25 hours per week (part time) with future potential for full time.

Key Responsibilities

Client & Loan Support

• Meet with clients to collect, scan, and upload required documentation
• Conduct loan pre-qualification interviews (phone and in-person)
• Assist in maintaining communication with clients throughout the loan process
• Coordinate with Realtors, appraisers, title companies, and other partners

Administrative & Operational Support

• Attend daily/weekly pipeline meetings
• Perform accurate data entry and file management
• Manage and update calendars using scheduling tools
• Provide general support to the Loan Manager and branch operations

Marketing & Outreach

• Make outbound calls to schedule appointments with clients and referral partners
• Conduct outbound marketing calls using provided scripts
• Assist with planning and execution of branch events
• Support branch and corporate marketing initiatives
• Coordinate with marketing team to meet weekly/monthly goals
• Assist with social media content, posting, and light video editing

Qualifications Required Skills

• Strong organizational and multitasking abilities
• Excellent communication and customer service skills
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Publisher)
• Comfortable using social media platforms (Facebook, Instagram, YouTube) and conducting internet searches.
• Ability to handle sensitive information with professionalism and confidentiality

Preferred Experience

• Customer service, hospitality, or administrative support
• Mortgage, real estate, or financial services industry
• Data entry and/or office coordination
• Telemarketing or outbound sales support
• Basic marketing and social media content creation

Additional Details

• Local candidates preferred (within a 30-minute commute)

  Branch Location: 510 CR 466, Suite 207-N, Lady Lake, FL  32159

• Employment includes a DISC behavioral assessment
• 90-day introductory (probationary) period

Compensation & Benefits

• $18/hour
• 401k
• Dental/Vision

The Mortgage Firm, Inc. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.