What are the responsibilities and job description for the Mortgage Loan Assistant - Bilingual Mandarin/Cantonese Preferred position at CTBC Bank Corp. (USA)?
Position Summary
This position will be responsible for supporting Mortgage Loan Officers in ensuring efficient support and assistance relating to ensuring loan accounting and loan file maintenance are in strict accordance to the Bank’s Loan Policy and Procedure Policy. This position will not be originating mortgage loans.
Essential Functions
Support Mortgage Loan Officer (40%)
Perform duties as needed and required by the mortgage loan officers.
Assist mortgage loan officers in working with third-party vendors such as title, escrow, etc.
Loan Reviews and Coordinating with Internal Support (30%)
Review real estate appraisals, title reports, and real estate transactions.
Receive customer applications and complete follow-up activities with the registration lock-in.
Working with internal partners on any / all loan transactions.
Customer Support (20%)
Communicate with borrowers to obtain documents and other requirements.
Update the borrowers on their loan status.
Bank Compliance (10%)
Support bank’s cross boarder mortgage referrals initiative.
Successfully complete all mandatory training assigned in a timely manner.
Understand and comply with all applicable Bank’s policies and procedures as well as governing laws and regulations.
Ensure in compliance with the bank’s policies and procedures and government regulation.
Qualification & Prerequisites
Excellent customer service skills with the availability to assist customers.
Experience in customer service industry.
Mortgage experience preferred but not required.
Bilingual Chinese Preferred
PHYSICAL DEMANDS :
Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.
COMMUNICATION DEMANDS :
Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.
WORK ENVIRONMENT :
Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Compensation
The base pay range for this position is USD $20 / Hour - USD $25 / Hour plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.
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