Commercial & Residential Lending Broker Assistant | Marketing & Finance

L3 Home Lending seeks an entry-level Commercial & Residential Lending Broker Assistant to support mortgage and commercial or business lending workflows while assisting with marketing, lead tracking, and client coordination. This part-time onsite role in Louisville, KY provides exposure to both residential and commercial lending processes.

Role Overview

The Commercial & Residential Lending, Marketing & Finance Associate will help manage administrative tasks and client communications across lending activities. The position includes assisting with loan file preparation and transaction coordination, monitoring loan pipelines, and maintaining CRM records. The role also supports lead management and marketing activities.

Key Responsibilities

• Communicate with clients, Realtors, builders, title companies, insurance agents, attorneys, and lending partners.
• Gather and organize documentation for residential and commercial loan applications.
• Assist with loan file preparation, condition collection, and transaction coordination.
• Monitor loan pipelines and provide timely updates to clients and referral partners.
• Track leads, maintain CRM records, and support business development efforts.
• Assist with social media, email marketing, marketing materials, and company events.
• Coordinate client follow-up, thank-you cards, closing gifts, and post-closing outreach.
• Schedule appointments, manage calendars, and provide administrative support as needed.
• Support daily office operations while delivering an exceptional client experience.

Requirements

• Exceptional attention to detail.
• Self-motivated with the ability to work independently.
• Positive attitude and strong work ethic.
• Highly organized and able to manage multiple priorities.
• Strong communication and interpersonal skills.
• Problem-solving mindset with the ability to take initiative.
• Ability to multitask efficiently while maintaining accuracy.
• Desire to learn the residential mortgage and commercial lending industries.
• Passion for serving clients and creating an outstanding customer experience.

Technology

• CRM

Benefits

• Exposure to residential mortgage lending.
• Exposure to commercial real estate and business lending.
• Hands-on experience in finance, real estate, sales, marketing, and business development.
• Training on CRM systems, lead management, and client relationship management.
• Direct mentorship from experienced lending professionals.
• Opportunity for career growth within a growing company.

Schedule and Location

• Location: Louisville, KY (onsite)
• Work type: In person
• Schedule: Flexible schedule available
• Workdays: Monday, Tuesday, Wednesday, Thursday, Friday
• Hours: Flexible based on candidate availability and business needs
• Typical start time: Flexible (9AM)
• Typical end time: Flexible (5PM)

Compensation

• Job type: Part-time
• Pay: $15.00 - $25.00 per hour