Mortgage Loan Officer Sales Assistant

POSITION SUMMARY:

• Support mortgage loan officers in various support tasks and roles
• Do not originate mortgage loans
• Ensure in compliance with the bank’s policies and procedures and government regulations

ESSENTIAL FUNCTIONS:

Support Mortgage Loan Officers (40%)

• Perform miscellaneous 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 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 regulations

OTHER RESPONSIBILITIES:

• Successfully complete all mandatory training on related Bank and BSA compliance as well as other laws and regulations as assigned in a timely manner.
• Perform all assigned duties under Bank’s compliance programs and related laws & regulations.
• Perform other duties as assigned.

Education, Experience and Skills Required:

• Excellent customer service skills with the availability to assist customers
• Experience in customer service industry
• Mortgage experience preferred but not required
• College degree preferred but not required

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 $21/Hour - USD $26/Hour plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.