Branch Assistant

Luminate Bank® is more than a bank—we're Banking Brighter® by making financial success simple, accessible, and rewarding. Whether you're purchasing a home, growing your savings, or planning for long-term stability, we offer expert guidance and personalized solutions to illuminate your path. Our seamless digital banking, tailored lending options, and wealth-building strategies empower you to take control of your financial future. With competitive rates, clear insights, and a customer-first approach, we help you make informed decisions with confidence. No matter where you are in your journey, Luminate Bank® is here to support you every step of the way.

Position Overview:  

Employee’s primary duties shall be to assist the Branch Manager with administrative and clerical tasks. Employee shall utilize his/her knowledge, training and experience to assist with the processing and closing of loan products on behalf of the Company’s customers. 

Responsibilities and Duties: 

• Assists the Branch Manager and/or Loan Originator(s) in managing pipeline in a timely and efficient manner, while obtaining working knowledge of company products as well as private and government insured mortgage guidelines  

• May schedule appointments with potential customers for the Branch Manager and/or Loan Originator(s) 

• Interacts and interfaces, in a support capacity, with all parties involved in each individual loan transaction from application to closing 

• Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages. 

• Maintains a professional image and adheres to standards consistent with company policies and procedures 

• Maintain compliance with local, state, and federal laws, including but not limited to understanding the limitations as an unlicensed loan originator assistant 

• Provide exceptional ongoing support and customer service to leads, existing and past clients and partners 

• Assists with general clerical/administrative duties as needed including but not limited to: answering phones, filing, preparing correspondence and memoranda, faxing, copying, and mailing
   

• Additional responsibilities as assigned 

Qualifications and Skills: 

• Excellent and effective communication skills, both verbal and written.  

• An ability to quickly assess and process large amounts of information and must be able to use designated technology 

• Must continue to expand knowledge of issues influencing the industry and the organization 

• Must be organized and detail-oriented and possess ability to prioritize workload based on loan volume 

• Previous experience working in mortgage or banking related field 
   

Education: 

• High School Diploma or equivalent 

Benefits: 

• Competitive compensation reliant on ability and experience 

• Excellent benefits package including health, dental & vision  

• Life and AD&D Insurance, as well as additional voluntary benefit possibilities 

• 401K with robust company match 

• Flexible PTO program second to none 

• The opportunity to work for the Midwest’s fastest growing lender 

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.