Mortgage Lending Assistant

Mortgage Lending Administrative Assistant

JOB PURPOSE

Provides professional administrative support to the loan officer by assisting in the loan

process from application to closing. Researches and responds to customers on multiple

issues from loan status to account information. Responsible for referral and cross-sell of

bank products and services.

DUTIES AND RESPONSIBILITIES

1. Performs professional administrative support to the mortgage lending officers in

the geographical servicing market as defined under the direction of the Senior

Management team.

2. Responsible for the proper processing of loan transactions and documentation

requirements for portfolio and secondary market mortgage requests. In addition,

the Assistant may communicate with third parties to facilitate loan servicing and

problem resolution.

3. Prepare, review and coordinate loan due diligence with various third parties,

including customers, loan processing specialists and closers.

4. Conduct loan closings and disbursement of funds as needed.

5. Assists with the loan closing process by scheduling closing dates, obtaining

necessary signatures, disbursing loan proceeds, and reviewing documentation

after closing to ensure accuracy of loan transactions.

6. Assists officers with ongoing file maintenance including past due reports and

notices, insurance maintenance, compliance exceptions, problem solving and

communicate with customers as needed.

7. Prepare and maintain construction loan records including construction draws,

inspections and maintaining budget is in line with the proposed project.

8. Adhere to operational controls to ensure safety and security of the bank and

customers, including legal, corporate, and regulatory procedures and policies.

SPECIFIC REQUIREMENTS

1. High school diploma or equivalent experience.

2. Three years’ experience in financial services and mortgage lending.

3. Knowledge of personal computer and related word processing and spreadsheet

software.

4. Detail oriented.

5. Excellent oral and written communication skills.

6. Excellent customer service skills.

PREFERRED REQUIREMENTS

1. Prior experience as a lending administrative assistant or other related lending

support functions.

2. Comprehensive knowledge of banking rules and regulations.

3. Familiar with Encompass

4. Ability to work independently and as a team with excellent time management

skills.

5. Knowledge of various banking departments, specifically mortgage lending and

operations.

6. Bilingual abilities are a plus.