Mortgage assistant

Our current wage range is $ - $

Mortgage Department Assistant

Job Description

Reports to

VP of Mortgage Lending

Date

September 2024

Required Education and Experience

• High school degree or GED required; some college preferred.
• 1 years of mortgage loan experience preferred.
• 1 years of administrative support experience preferred.

Summary / Objective

Knowledgeable in all phases of residential real estate processing. Works on a variety of mortgage loan department tasks.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Works on a variety of mortgage loan department tasks.
• Complete pre-closing and post-closing audits in a timely manner.
• Be familiar with QuickBooks for a variety of loan accounting transactions.
• Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence-beneficial ownership, identifying high risk accounts, reporting suspicious activities to Supervisor or BSA Department.
• Must be able to pay attention to details while performing multiple tasks simultaneously for periods of 2 hours or longer.
• Must be able to demonstrate strong computer skills including MS applications, loan software, etc.
• Must show up to work regularly without excessive absences.
• Must have fluency in English for effective job performance. Must be able to speak clearly, distinctly and be understood by co-workers and customers.

Bi-lingual is a plus but not necessary.

• Handwriting must be legible and in standard bank-specified format for clear reading by scanners and software.
• Numbers must be recorded on forms in correct and accurate order and entered into computer systems in correct and accurate order.
• Writing skills must include the ability to spell correctly and use proper grammar and punctuation. This includes both e-mail and formal letters.
• Must be able to learn procedures within a bank-specified timeline and follow them accurately and consistently according to bank standards.
• Must be able to learn new duties and procedures and implement them into work habits within bank-specified timelines.
• Must be able to see in order to view a computer screen.
• Must be able to hear and understand verbal requests.
• Must be able to read accurately and retain information that was read and apply it.
• Must be able to lift and carry 20 pounds.
• Must be able to stand or sit for long periods (4 hours or more).
• While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to sit, stand;

walk; use hands to fingers, handle or feel; and reach with hands and arms.

Other duties as assigned.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

Competencies

• Customer Service.
• Detailed and Thorough.
• Problem Solving.
• Technical Capacity.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type / Expected Hours of Work

Full time position

Classification

Non-exempt

Travel

Last updated : 2024-09-26