Copy of Branch Team Captain – Loan Officer Assistant at Security National Mortgage Company

Santa Rosa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Loan Processing, CRM Management, Marketing Coordination, Problem Solving, Communication, Organization, Team Leadership, Tech Savvy, Detail Oriented

Industry

Financial Services

Description

Description Compensation: Salary + Performance-Based Bonus (commensurate with experience) About the Role 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. This pivotal role blends operations, customer service, marketing coordination, and loan officer assistance. The ideal candidate thrives in a fast-paced, deadline-driven environment and has a passion for delivering outstanding service while keeping a team organized and accountable. Key Responsibilities Serve as the right-hand partner to the branch’s lead loan officer, ensuring daily operations run smoothly and efficiently Run Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualified 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 Ideal Candidate Profile Recent mortgage industry experience preferred, but not required Background in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valued Familiarity with DU, LP, and mortgage pre-approval processes preferred Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines Strong interpersonal and written communication skills—empathetic, articulate, and confident Proficient with Salesforce or similar CRM platforms Tech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing tools Smart, dependable, and solutions-oriented—someone who takes ownership and sees tasks through to completion without being micromanaged A natural team leader—calm under pressure, resourceful, and adaptable Requirements Compensation & Perks 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

Responsibilities

The Branch Team Captain will support a mortgage loan officer by managing daily operations and ensuring smooth communication with clients and team members. They will also assist with loan processing and marketing efforts to drive branch performance.