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Note Assistant

New Omni Bank N A
Alhambra, CA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/19/2025

Note Assistant


Department: Notes & Loan Processing

FLSA Status: Full Time/Non-Exempt

Reports to: Notes & Processing Manager


Location/Branch: Alhambra, CA


Seniority Level: Entry

Employment Type: Full Time

Salary: $41,600.00 to $45,760.00 a year. Exact compensation may vary based on experience, skills, knowledge, and education.

Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, and holidays, 401(k) company matching, potential for discretionary bonus.


Join Our Team, Shape Your Future


At New Omni Bank, we believe in the power of talent and innovation to drive success. As a dynamic and forward-thinking financial institution, we’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact.


About New Omni Bank

We were founded in 1980 on a simple idea of helping our neighbors—a community of immigrants in Los Angeles, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs.

For over four decades of creativity, innovative thinking, and above all – attentiveness, are the hallmarks of our services. Coupled with our extensive network and on-the-ground expertise, we’ve been the catalyst for countless clients, guiding them to grow and thrive in California, across the Pacific, and at every twist and turn. Our legacy of empowerment is proven by continuous recognitions, like a 5-Star Rating from BauerFinancial, Inc. for over 40 quarters.


Position Summary

Processes purchase and refinance mortgage loans in accordance with established policies and procedures and appropriate guidelines; provides strong communication and support to underwriting, loan officers, and customers to clear stipulations needed.


Supervisory responsibilities

  • This job has no supervisory responsibilities.


Essential Job Functions and Responsibilities

(Duties not limited to those provided here):


  • Assist with processing
    • Payoff demands,
    • Full reconveyances,
    • ML & LN branch settlement balancing
    • Insurance escrow disbursements
    • Loan maintenance requests such as address changes, payment changes, etc.
    • Pink slip follow up
    • Lien releases
  • Scanning files
  • Monitoring collateral
  • Printing daily reports
  • Answering phone calls from borrowers and third parties
  • Boarding all PRM loans
  • Assisting in audit preparation and response
  • Preparing participation certificate
  • Preparing verification of mortgage
  • Act as a backup for payoff and payment processing, wire transfers, UCC search and filing, and invoice processing.
  • Sending all paid off loans to storage
  • All other duties as assigned


Qualifications

  • College degree required
  • At least 1 year of banking experience preferred
  • Exhibits sound and accurate judgment with attention to detail
  • Follows policies and procedures, completes administrative tasks correctly and on time
  • Treats people with respect and contributes to building a positive team spirit


Physical Demands


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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to walk, stand, sit, climb, or balance, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other locations of the Bank.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

New Omni Bank, National Association commits to following compliance and adherence to all applicable regulatory requirements, policies, and procedures.

New Omni Bank, National Association’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law.

Salary : $41,600 - $45,760

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