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Total Expert Jobs (NOW HIRING)

The Federal Savings Bank

Senior Vice President

Tampa, FL · On-site

Proficiency in mortgage lending software (Encompass/Blend) and technology platforms such as Total Expert or a similar CRM is a plus. For more information please contact: Erin Ahern, S VP of Business ...

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E & E Tech

LOS Administrator

Livonia, MI · On-site

$80K - $95K/yr

Experience integrating the LOS with Point of Sale (POS) platforms (e.g., Blend, Maxwell ) or CRM solutions (e.g., Total Expert, Salesforce ). * Familiarity with ITSM platforms such as Autotask ...

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E & E Tech

LOS Administrator

Livonia, MI

$80K - $95K/yr

Experience integrating the LOS with Point of Sale (POS) platforms (e.g., Blend, Maxwell ) or CRM solutions (e.g., Total Expert, Salesforce ). * Familiarity with ITSM platforms such as Autotask ...

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Total Expert information

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$11

$34

$77

How much do total expert jobs pay per hour?

As of Jul 4, 2026, the average hourly pay for total expert in the United States is $34.06, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $39.18 per hour, depending on experience, location, and employer.

What is the difference between Total Expert vs Loan Officer?

AspectTotal ExpertLoan Officer
Primary RoleMarketing and CRM platform for mortgage professionalsLoan origination and client consultation
Required CredentialsMarketing, real estate, or mortgage industry knowledgeMortgage licensing, NMLS certification
Work EnvironmentOffice-based, software-focusedBank, mortgage company, or brokerage
Industry UsageUsed by mortgage lenders for marketing automationDirectly interacts with clients for loan processing

While Total Expert is a marketing platform designed to support mortgage professionals, a Loan Officer is a role that involves direct client interaction to originate loans. Total Expert enhances a Loan Officer's marketing efforts, but they serve different functions within the mortgage industry.

What is a Total Expert and what do they do?

A Total Expert typically refers to a professional who specializes in using the Total Expert platform, a customer experience and marketing automation solution designed for financial institutions like banks and mortgage lenders. Their role often involves implementing, managing, and optimizing the platform to enhance customer engagement, streamline marketing campaigns, and ensure compliance with industry regulations. They may also train staff, analyze data, and work closely with sales and marketing teams to maximize the platform’s benefits. The goal is to improve overall customer experience and drive business growth through effective use of Total Expert’s tools.

What are the key skills and qualifications needed to thrive as a Total Expert user, and why are they important?

To thrive as a Total Expert user, you need expertise in CRM management, marketing automation, and data analysis, often supported by experience in mortgage, banking, or financial services. Familiarity with the Total Expert platform, integrations with systems like Salesforce, and certifications in digital marketing or CRM tools are highly beneficial. Strong communication, attention to detail, and adaptability help users optimize campaigns and collaborate across departments. These skills ensure efficient use of the platform, drive customer engagement, and support business growth in highly regulated industries.

How does a Total Expert role typically collaborate with marketing and sales teams to optimize customer engagement strategies?

In a Total Expert role, professionals often serve as a bridge between marketing and sales teams by leveraging the Total Expert platform to streamline communication and align messaging. They help configure and maintain campaigns, ensure compliance, and provide insights through data analysis, enabling teams to deliver personalized experiences for customers. Collaboration frequently involves leading training sessions, troubleshooting user issues, and offering strategic recommendations to maximize platform effectiveness. This interactive environment fosters a culture of continuous improvement and shared success.
What cities are hiring for Total Expert jobs? Cities with the most Total Expert job openings:
What states have the most Total Expert jobs? States with the most job openings for Total Expert jobs include:
What job categories do people searching Total Expert jobs look for? The top searched job categories for Total Expert jobs are:
Total Expert jobs near you
Infographic showing various Total Expert job openings in the United States as of June 2026, with employment types broken down into 82% Full Time, 12% Part Time, 5% Contract, and 1% Nights. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $70,855 per year, or $34.1 per hour.
Loan Office Assistant Executive Assistant

Loan Office Assistant Executive Assistant

Flat Branch Home Loans Inc

Columbia, MO • On-site

Full-time

Posted 16 hours ago

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Job description

Description:

Basic Description:

The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) to elevate the operational rhythm of a high-performing team. The role will function as a chief of staff to one of our top producers, owning the calendar, inbox, and daily priorities allowing the Senior Mortgage Banker to focus on clients and business growth. The right candidate thinks two steps ahead, communicates with confidence, and is comfortable holding the line when something doesn’t belong on the schedule.

Responsibilities:

  • Calendar management – Schedule appointments, build the daily plan, defend focus time, and ensure timely arrival of every commitment.
  • Inbox management – Triage incoming emails, respond to routine inquiries, forward and flag items as needed.
  • Daily call list management – Build, share, and hold the Senior Mortgage Banker accountable to outreach commitments.
  • Executive coaching support – Assist with preparation, materials, and follow through on the Senior Mortgage Banker’s external coaching commitments.
  • Team meetings and coordination – Schedule, prepare content, and follow up on action items.
  • Client and referral partner appreciation – Manage birthday program and weekly thank you card outreach.
  • Event coordination – Support team events, client appreciation events and agent gatherings.
  • Provide excellent customer service to team, customers, referral partners.
  • Support & collaborate with all of Flat Branch Operations Staff (i.e., Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary).
  • Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building strong realtor and client relationships.
  • Manage CRM and all of its functions (i.e., data entry, campaign facilitation, emails, phone calls, letters and anything else deemed necessary and/or appropriate).
  • Setting appointments and/or organizing business related gatherings
  • Enhance relationships with clients and strategic referral partners via marketing documents.
  • All other duties as assigned.


Requirements:

Qualifications & Skills:

  • Proficiency in Microsoft Excel
  • Technical proficiencies with Microsoft Teams, Outlook and CRM (Total Expert) preferred
  • Extreme attention to detail
  • Excellent communication skills, verbal & written – Comfortable delivering direct messages diplomatically
  • Self-starter/Self-motivator
  • Prolonged periods sitting at a desk and working on a computer
  • Occasional travel, although minimal, may be required throughout the year, as needed.
  • Composed under pressure and discreet with confidential information
  • Spread company culture to each location

This description is intended to indicate the kinds of tasks and levels, or work difficulty required of the position given this title and shall not be construed as declaring what the specific duties and responsibilities of any position shall be. It is not intended to limit or in any way modify the right of management to assign, direct and control the work of employees under supervision. The listing of duties and responsibilities shall not be held to exclude other duties not mentioned that are of similar kind or level of difficulty. All requirements are subject to possible modifications to reasonably accommodate individuals with a disability.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT