Admin Assistant to Loan Officer

Admin Walnut Creek, California


Are you highly motivated to succeed?  Are you competitive and results driven!  Do you have an interest in marketing, social media and event coordination?  If so, this may be the opportunity to start (or continue) your career in the fast paced world of mortgage!  Summit Funding is now recruiting for a Marketing and Event Coordinator to join our team in Walnut Creek.  

Who we are:
Summit Funding is a privately owned mid-sized mortgage company that has been in business for over 20 years.  We are not the biggest, but we strive to be the best!   We are proud to assist in making the dream of home ownership a reality!

What we have available:
An entry level opportunity for an outgoing, organized, aspiring professional who is interested in starting a career in the world of mortgage and finance.

What you would be doing:
Assisting with the  Loan Officer/Sales Manager through managing the team’s marketing, social media and event campaigns.  Key responsibilities include: 

  • Managing and updating social media sites and campaigns, creating exciting content and campaigns while adhering to company guidelines
  • Coordinating Happy Hour and Lunch and Learn events with clients, vendors and internal team members
  • Executing gifting program and Email drip campaigns
  • Sending out thank you cards and birthday cards
  • Creating and sending out printed marketing collateral (open house flyers, etc.) 
  • Representing and being the "face" of the Loan Officer’s Team in a professional, outgoing and upbeat manner.  


What we need from you:

  • High school diploma or equivalent
  • Ability to work Monday through Friday, 40 hours a week in our professional office
  • Professional verbal and written communication skills
  • World class customer service skills and a positive attitude
  • Excellent organization, attention to detail and time management skills
  • Super high energy and the ability to multitask in a fast paced, ever changing environment
  • Ability to meet deadlines and hold your Team Members accountable 
  • Ability to work well independently as well as part of a team
  • Previous office experience preferred, marketing, social media and event coordination background is a plus
  • Stable work history a must
  • MS Office skills 


What we offer you:

  • Opportunity to start a career in a competitive, fast paced growing industry where you can make a difference in people’s lives
  • Opportunity to earn a competitive compensation including possible bonuses based on performance
  • Full benefits including medical, dental, vision, 401K plus match, 10 paid holidays, paid time off and more
  • Fun team atmosphere, professional development and more

Starting pay ranges between $17-$20/hr DOE

Summit Funding, Inc. (NMLS #3199) is a full service mortgage lender offering expertise in every area of residential mortgage lending; including purchases, refinancing and construction lending. We have built a strong reputation as an outstanding mortgage firm that serves the lending needs of real estate professionals, builders and individual home buyers throughout the Country. We pride ourselves on our positive culture at Summit Funding, and we know that our diligence in hiring only the best candidates is largely responsible for this culture. Summit Funding has approximately 85 Branch and Satellite Offices in 20+ States and a workforce of over 1,000 Team Members. Compensation for this position will depend on experience. Summit Funding offers a complete compensation package including Medical/Dental/Vision insurance, 401K, Paid Time Off, Flex Spending, Etc. Please do not contact our office for additional information and please do not apply unless you meet ALL the minimum qualifications above. Summit Funding is an Equal Employment Opportunity Employer.