What are the responsibilities and job description for the Branch Administrative Assistant II position at Guild?
Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner / buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Branch Administrative Assistant II plays an important role in the organization by performing a number of tasks related to the branch's administrative functions. The role is primarily responsible, under intermittent supervision, for performing full administrative duties in support of the branch office by providing customer service, conducting research, preparing reports, handling information requests, ordering supplies and performing clerical functions such as preparing correspondence, copying, filing, faxing, and scheduling meetings.
Essential Functions
- Provide clerical assistance to Processors as needed, this may include completing special projects, compiling basic reports, ordering insurance, 4506s, LDP / GSAs, CAIVRs, any Bond Program items, appraisals, title and escrow documents, etc.
- Print and mail disclosure documents.
- Contact escrow companies in regards to trailing items, tracking items and following up accordingly until all documents are received.
- Provide assistance auditing loan files for accuracy and completeness; reconcile files with actions when needed, including cancelling files and maintaining records for required time periods.
- Provide assistance to Branch Manager and Branch Operations Manager as needed.
- Answer incoming calls, provide responsive and courteous service to callers by providing information or routing them to the appropriate party as needed.
- Collect, sort, and correctly distribute incoming mail and packages; log all packages per branch procedure.
- Assist in the preparation and delivery of mailings as needed.
- Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
- Partner with IT helpdesk and assist in the troubleshooting of basic office technology issues.
- Perform general clerical duties and office support, to include, but not limited to : photocopying, faxing, mail distribution and filing.
- Make copies and prepare other deliverables for meetings and marketing campaigns.
- Maintain a tidy and comfortable office space by picking up waste, watering plants, tidying kitchen area, refreshing magazines, etc.
- Monitor, reconcile, and respond to appraisal and credit report invoice discrepancies.
- Compose, type, and distribute correspondence and memos.
- Coordinate events, meetings, and conferences with cross-functional departments; prepare agendas and set-up meeting facilities as needed.
- Create and update forms for file flow and efficiency.
- Perform other duties as assigned.
Qualifications
Supervision
Requirements
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
