Destination Manager Assistant

Weichert Financial Services is hiring a Destination Manager Assistant (DMA) for its Mortgage Mobility Division. The DMA provides comprehensive sales and administrative support to borrowers, ensuring the timely and efficient movement of loan files through the loan pipeline.

Responsibilities:

• Provides proactive sales and administrative support to the DM, including managing calendars, scheduling appointments, and handling communications
• Acts as a liaison between clients, real estate professionals, title companies, and internal underwriting and processing staff throughout the loan process
• Collects, organizes and reviews requisite loan documentation from borrowers to ensure completeness and compliance
• Maintains and tracks the DM’s pipeline, ensuring all loans meet key deadlines for processing and closing
• Prepares and distributes marketing materials, thank-you letters, client communications and other nurturing campaigns as part of ongoing relationship management
• Monitors and maintains accurate contact records, loan status updates, and task tracking in the Surefire CRM systems
• Reviews loan files for compliance with federal and state regulations before submission
• Provides support during webinars, training sessions, and internal meetings as required
• Performs general office duties, including monitoring supplies, filing, and email management
• Executes additional duties that arise to support the DM’s production goals
• Performs other duties as assigned

Requirements:

• Provides proactive sales and administrative support to the DM, including managing calendars, scheduling appointments, and handling communications
• Acts as a liaison between clients, real estate professionals, title companies, and internal underwriting and processing staff throughout the loan process
• Collects, organizes and reviews requisite loan documentation from borrowers to ensure completeness and compliance
• Maintains and tracks the DM's pipeline, ensuring all loans meet key deadlines for processing and closing
• Prepares and distributes marketing materials, thank-you letters, client communications and other nurturing campaigns as part of ongoing relationship management
• Monitors and maintains accurate contact records, loan status updates, and task tracking in the Surefire CRM systems
• Reviews loan files for compliance with federal and state regulations before submission
• Provides support during webinars, training sessions, and internal meetings as required
• Performs general office duties, including monitoring supplies, filing, and email management
• Executes additional duties that arise to support the DM's production goals
• Performs other duties as assigned