Job Description
Job Description
Description : POSITION SUMMARY
Responsible for managing communications and providing administrative support to Loan Officers (and Branch Manager as necessary) in a fast-paced environment.
- After 6 months, we will review performance to explore the opportunity for a mentoring position to learn the origination side of the business.
ESSENTIAL JOB FUNCTIONS
Supports Loan Officers (and Branch Manager as necessary) in the following capacity :
Develop all LO correspondence, including but not limited to :Manage birthday card database
Contact FSBO’s with mailings to contactDevelop all Flyers (i.e. listing and marketing)Order postcards for all appraisalsMail intro letters to all pre-qualsMail thank you letters to all realtors for referralsManage monthly or quarterly newsletter for Los (including set up, mailings, and issuing deadlines for material)Distribute Loan Status reports weekly to realtorsEmail weekly rate sheet to realtor databaseCall online applicants to obtain all info not providedCall to report weekly loan status to customersFollow up with previous pre quals to maintain contact with customers who have not closedThank you letters for business for newly closed clientsUpdate and maintain closed loan database monthlyAttend weekly team meeting and bi-weekly LO meetingsLock in loans while LO’s are in fieldOrder appraisal and title and stack files in submission order on all new files before handing to processor (LO to review before hand off to processor)Manage mortgage returns and top of mindsTrack UTCs, closings, and lock expirations to meet deadlinesRunning Credit ReportsTaking loan applications / PrequalsInputting loan data from start to finish into E3Running loans through various systemsLoan file submission to underwritingOther duties as assignedRequirements : JOB SPECIFICATIONS
Minimum Education :
High School diploma or equivalent requiredCollege degree preferredMinimum Knowledge / Ability :
Must be willing to take classes and testing to qualify for Federal / State Loan Officer License within first 6 months of employmentProficiency in Microsoft Office (particularly Excel & Word) and all Windows applications and the ability to learn and work with various Mortgage computerized applicationsExcellent interpersonal, oral and written communication skills (including spelling / grammar skills), strong organizational skills, follow-up skills, problem-solving and analytical skillsMust be detail, task and goal orientedAbility to relate and communicate in a professional, personable manner with all levels of management, internal and external contactsAbility to prioritize and perform constantly changing multiple tasks in a very fast paced team environmentExcellent work ethic with the ability to work independently with little or no supervision, self-discipline, self-motivation and self-reliance a plusExcellent attendance historyMinimum Experience :
1-2 years administrative support experience1 year Mortgage Industry experience preferredANNUAL TRAINING REQUIREMENTS and SUGGESTIONS
New hires must complete the following training courses :
BSM / AML : The BasicsMarketing ComplianceAnnual Consumer Complaint AttestationExisting employees must complete the following training courses :
BSA and AML : EssentialsAnnual Sexual Harassment TrainingPHYSICAL REQUIREMENTS
Must be able to navigate throughout the building, travel throughout the community, and physically present self at real estate and other customer offices for marketing purposes. Must be able to hear and communicate well. Must have good eye-hand coordination and finger movement for use in computer software programs.
ADDITIONAL INFORMATION
Notice : The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.
