Loan Operations Support Specialist / Marketing Coordinator

Job Description

Job Description

Acrisure Mortgage is seeking a highly organized and proactive Loan Operations Support Specialist / Marketing Coordinator to support both the operational flow and marketing efforts for our Coconut Creek location, while also assisting the Orlando team as needed. This role is ideal for someone who enjoys organization, communication, relationship-building, and creative support.

You will serve as a key liaison between Loan Officers, processors, leadership, clients, and referral partners while ensuring smooth internal operations and consistent external communication.

Key Responsibilities:

Reception & Customer Support

• Answer Coconut Creek phone lines and cover Orlando phones as needed.
• Manage call routing ensuring professional screening and appropriate direction of inquiries.
• Provide exceptional service to internal teams, homebuyers and referral partners.

Loan File Review & Opening Support

• Review incoming loans for Signed Disclosures, File Contacts, Credit Reports, and AUS findings-multiple times daily.
• Forward reviewed loans for additional oversight; upon return, assign to the appropriate Processor and Opener.
• Maintain coverage for these functions during leadership absences.

Marketing & Communication Support

• Assist with the coordination and distribution of marketing materials (flyers, email campaigns, social posts, client communications).
• Help maintain consistency in branding across communications.
• Support Loan Officers with marketing requests such as open house materials, partner outreach, and client follow-up materials.
• Leverage our CRM to streamline client communications, coordinate marketing initiatives, and manage internal loan operations tracking.

Contract & Documentation Support

• Receive and distribute contracts to the appropriate Loan Officers and assistants; copy leadership as required.
• Review daily reports, research borrowers, confirm lender involvement, and pull required documents from internal and external portals.
• Pull documents throughout the day as requested by team members.
• Distribute certifications, summaries, and other required documentation to processors, Loan Officers, or closers.

Reporting Responsibilities (Builder Reporting)

• Participate in builder pipeline calls as needed
• Maintain, update, and prepare multiple Excel reporting sheets-one for each division-according to required weekly and daily deadlines.
• Track progress on each report by coordinating with Loan Officers to ensure they are completing their assigned updates in a timely manner.
• Verify accuracy of all data across reports before distribution, ensuring all applicable loans are included and information is complete.
• Present reports as required and support leadership with status updates, follow-ups, and ongoing tracking.

Certifications, Requests & Compliance Support

• Receive and distribute Certificates of Occupancy, COIs, flood certifications, closing summaries, escrow letters, and property documentation as required.
• Request additional documents and reports for specific loan types as needed.
• Distribute communications or updates as directed by leadership.

Administrative & Office Support

• Order and coordinate office supplies for the Coconut Creek office.
• Create and send FedEx labels as requested; copy leadership on communications.
• Provide ongoing administrative assistance to operations leadership and support team needs.
• Assist with internal lists or communication needs as requested.

Skills & Qualifications

• High attention to detail and accuracy in documentation and reporting.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Effective communication skills, especially when coordinating with multiple Loan Officers.
• Proficiency in Microsoft Excel, including managing multiple spreadsheets and validating data.
• Experience using CRM systems is a plus.
• Experience using marketing and design platforms such as Adobe Creative Suite and Canva preferred.
• Strong customer service and problem-solving skills.
• Experience in mortgage operations or reporting support preferred but not required.

Acrisure Mortgage is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace. Applicants must complete all interviews without the use of AI or automated tools. All responses should reflect your own knowledge and experience.