Mortgage Loan Assistant
Stampfli Mortgage LLC
Verona, WI US
Posted ago
Stampfli Mortgage LLC

Full-time - On-site

Are you ready to learn from one of the top mortgage producers in the nation? Would you be excited to work in an office where you are valued for your ideas and initiative? Stampfli Mortgage is hiring an organized mortgage loan assistant to provide extraordinary customer service. Responsibilities include answering all phone calls and emails quickly and kindly, making existing office systems more efficient, managing our CRM, and scheduling appointments. You’ll also support the team by greeting visitors, gathering loan documents, and organizing files. Candidates should be great communicators who are driven and have great time management skills. This position is a great stepping stone for the Mortgage Specialist, Mortgage Processor or Office Manager positions. If you are interested in this full-time, in-office position, apply today!


  • Answer incoming calls in a professional and friendly manner
  • Greet visitors as they enter office
  • Review, organize and reply to emails in a professional and friendly manner
  • Enter client and loan partner information into databases
  • Manage CRM data, campaigns, and reports
  • Utilize multiple software applications to maintain detailed records
  • Utilize Microsoft Office: Outlook, Onenote, Excel, and Word
  • Audit loan files for accuracy and completeness
  • Request loan documents as instructed by the mortgage team
  • Other duties as assigned

  • Navigates computer programs with ease to provide a quick front-desk experience for customers
  • Shows great interpersonal skills and excellent written communication
  • Customer service, bookkeeping, or administrative experience is preferred
  • High school diploma or GED required, some college experience preferred
  • Proven track record of completing projects on time in an orderly manner

  • Mortgage or banking experience preferred

$36,000 - $40,000 yearly
About Stampfli Mortgage LLC

Stampfli Mortgage is a family-owned and operated independent mortgage company. We provide the highest level of service to our clients. Our team is hard-working and dedicated. We support each other, listen to each other, and work together to constantly improve and grow.

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