Mortgage Loan Originator Assistant

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Luminate Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1937

🏦 Banking

💳 Fintech

Banking • Fintech

Luminate Bank is a regional consumer- and business-focused bank headquartered in Minneapolis that provides a full range of retail and commercial banking services. It offers personal accounts (checking, savings, CDs, HSAs), business banking and treasury management, full-service mortgage and home lending (conventional, FHA, VA, jumbo, construction, renovation, reverse, refinance), title & escrow, and credit card products. The bank emphasizes digital banking tools — a mobile app, online banking, digital wallet integrations, Zelle®, and financial planning resources — while highlighting local support, community impact, and resources for first-time homebuyers and small businesses.

📋 Description

• Input and organize contacts including clients, referral partners, and sphere of influence. • Maintain lead records: tagging, status updates, and task assignments. • Track key metrics such as lead source, conversion rates, and pipeline health. • Conduct immediate follow-up with new leads via phone, text, and email. • Ensure leads are enrolled in the correct CRM campaigns and automated workflows. • Request and collect necessary borrower documentation. • Conduct application reviews and prepare files for pre-approval. • Develop a working knowledge of mortgage products, including Conventional, Non-QM, Reverse, and Construction loans. • Provide timely updates on lead status, contact attempts, and pre-approval milestones. • Build partner confidence through consistent, proactive communication. • Manage incoming client calls and inquiries professionally. • Provide information or direct clients to the appropriate team member. • Maintain consistent communication with clients throughout their loan journey. • Assist in documenting internal processes and best practices. • Align daily work with long-term team goals and demonstrate initiative in process improvement.

🎯 Requirements

• Solid understanding of mortgage products and loan processes • Strong verbal and written communication skills • High level of consistency in follow-up and client engagement • Exceptional organizational skills and attention to detail • Customer-focused mindset with a commitment to service excellence • Proficient with Microsoft Outlook (email and calendar management) • Comfortable working in a fast-paced, high-volume environment • High school diploma or equivalent required • Associate’s or bachelor’s degree in Business, Finance, Communications, or related field preferred • Prior experience in a mortgage, financial services, or client support role is a plus.

🏖️ Benefits

• Competitive compensation reliant on ability and experience - base plus bonus potential • Excellent benefits package including health, pre tax HSA, FSA accounts and dental & vision • Life and AD&D Insurance, as well as additional voluntary benefit possibilities • 401K with robust company match • Flexible PTO program • Earned Sick & Safe Time (ESST)