What are the responsibilities and job description for the Mortgage Sales Assistant position at First Mid-Illinois Bancshares?
Responsibilities include, but are not limited to :
- Application Processing & File Management : Assist in gathering and organizing borrower documentation required for mortgage applications, including income verification, credit reports, and property information.
- Communication : Act as a liaison between borrowers, loan officers, processing, and other involved parties. Provide updates to borrowers regarding the status of their applications and any additional documentation needed.
- Data Entry : Enter and update borrower information, loan details, and application status in the loan origination system and other relevant software platforms.
- Coordination : Schedule appointments, meetings, and follow-ups with borrowers, real estate agents, and others involved in the loan process.
- Compliance : Stay up to date with mortgage industry regulations and company policies to ensure all tasks and processes are in compliance. Help maintain proper documentation for audits and regulatory reviews.
- Problem Solving : Identify and resolve discrepancies or issues that arise during the application and underwriting process. Escalate complex issues to the appropriate personnel.
- Customer Service : Provide excellent customer service to borrowers by addressing their inquiries professionally and promptly, and by guiding them through the lending process along with deadline communication.
- Administrative Support : Assist loan officers with administrative tasks such as managing calendars, preparing reports, and handling incoming calls and emails.
- Sales Support : Occasionally attends networking events and coordinate sales activity. Provides support with sales and referral tracking within designated application.
- Complete required training associated with job function.
- Performs other related duties as assigned.
Qualifications Education / Experience :
Skills :
