Mortgage Originator Assistant

Responsible for facilitating the accurate and timely completion of mortgage loan applications including making initial contact and follow-ups with clients, gather documentation, providing support throughout the mortgage loan application process, and performing administrative duties.

• Answers incoming telephone calls, resolves customer inquiries within prescribed authority, and when necessary directing calls to the appropriate loan originator or department.

• Serve as primary contact and liaison between clients, mortgage processor, and originator and conduct meetings to coordinate any follow-up items.

• Completes administrative duties such as filing, photocopying, faxing documents, scanning and organizing.

• Responsible for reviewing loan applications and documentation for discrepancies or omissions.

• Review daily status of loans in process.

• Responsible for making sure the CRM system is updated, and the correct marketing campaigns are being generated.

• Responsible for being sure loan applications are being submitted timely for preparation and delivery of the early disclosures to the borrower(s).

• Follow-up and respond to customer and in-house inquiries on transactions as needed.

• Regular and reliable attendance.

• Assists with other job-related duties as assigned by manager.

Must be able to read documents, use computer

Must be able to communicate with customers and co-workers in person and on the telephone.

Standing/Walking: 25-49%

Must be able to visit with the loan

Officer, go to areas of the office to use copier & fax machines, etc.

Climbing/Stooping/Kneeling: 25-49%

Must be able to kneel or stoop to file mortgage loan files in cabinets.

Fingering/Grasping/Feeling: 75-100%

Must be able to use computer, write and place paperwork in file folders.

Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and if walking and standing is required, only occasionally.

NOTE:

The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.

More Details

We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.

We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.

As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.

At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.

We also offer personal banking services, including accounts, mortgages, personal loans and technology products.

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:

*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].