What are the responsibilities and job description for the Dream Mortgage Center Partner position at Southern First Bank?
ESSENTIAL RESPONSIBILITIES
- Manage staffing to ensure Dream Mortgage Center can remain open
- Complete new file set up to include validating and completing application; organizing and uploading income and asset documentation; scheduling loans for closing.
- Weekly distribution of iEmergent data to all Market representatives.
- Maintain an outreach log for Fair Lending and CRA activities
- Assist in daily loan file progress and liaison between mortgage operations processes, client requests, mortgage executive follow up, and file documentation.
- Assist in new client origination and mortgage loan pipeline management.
- Provide assistance to other Mortgage Executives if needed.
- Shred files once the loan has closed and funded.
- Answers client inquiries and general simple administration tasks like updating letters of pre-qualification.
- Host business development events, attend community events etc.
- Complete other duties as assigned.
ADDITIONAL RESPONSIBILITIES OR DETAILS
Begin to develop an independent business development plan and portfolio of loans.
ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE
- High school diploma with previous banking and/or financial experience.
- College experience in a business field of 2 to 4 years is preferable.
- Knowledge of banking terminology and procedures.
- Interpersonal skills to represent the Bank in a positive way in dealing with clients and other team members.
- Ability to work closely with all areas of the bank and ensure clear communication and implementation of all policies, procedures and compliance requirements are disseminated.
- Ability to adjust to change and a willingness to be a team player.
- Maintain regular consistent and professional attendance, punctuality, and personal appearance.
- Ability to work independently and take initiative and make decisions within scope of authority.
WORK CONDITIONS
- Regular and predictable attendance in an office setting
- Able to sit in front of a computer for extended periods of time
- Little to no travel
This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
