Mortgage Assistant

Employment Type: Full Time

Education Requirements:

High School diploma or general education degree (GED) is required. Prior secretarial and/or bank lending knowledge is helpful.

Responsibilities:

  • Review Encompass screens to prepare for closing.
  • May Review and update final numbers from invoices and title work.
  • Make any necessary changes or updates per Inside Account Rep/Loan Officer/Processor
  • Complete verbal verifications of employment and final approval checklist and notify mortgage closer when loans are cleared to close.
  • May order and/or follow-up on changes to appraisals, homeowner’s insurance, title documents.
  • Send updates to Loan Officer/Loan Processor in a timely manner.
  • May review file and e-folder to check for compliance that all required documents are obtained prior to loan closing.
  • Confirm Appointments for Inside Account Rep/Loan Office/Processor.
  • Schedules closings.
  • Researches status of various permits.
  • Data base clean-up.
  • Makes various loan paperwork copies and then scans into master loan file.
  • Types closing letters to customers and may purchase thank you gifts.
  • Must be able to communicate effectively, get along with co-workers and deal with colleagues effectively and professionally.
  • Practices branch security procedures and protects customer confidentiality and privacy.
  • May perform additional duties as necessary to keep the Bank operating efficiently and effectively.

Skills:

  • Must be a mature, responsible individual with a professional appearance, be dependable and take pride in their work.
  • Attention to detail is a must in this position
  • General PC knowledge and the Internet is required, must be capable of accurate typing, and learning various computer software programs.
  • Familiarization with loan documentation requirements is helpful however; loan documentation will be under the supervision of a Mortgage Banker so detailed knowledge is not a mandatory prerequisite.
  • Must enjoy helping customers and fellow employees.
  • Must be trustworthy and maintain a high level of confidentiality.
  • Must be able to multi-task and work under stress and pressure.
  • Must be able to communicate effectively, get along with co-workers and deal with colleagues effectively and professionally.

Equipment Used:

Depending on the job duty being performed, equipment usage will vary.

  • Personal computer, telephone, calculator, fax machine, and copier.

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 position, the employee is occasionally required to stand; walk; sit; use hands to finger, handle objects; reach with hands and arms; balance; stoop; kneel; talk and hear. The employee must occasionally lift/and or move up to 30 lbs. Specific vision abilities required by the job include close and distant vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

Work environment characteristics 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 noise level in the work environment is usually moderate. This employee has moderate customer contact, and moderate contact with Bank staff. This position requires occasional supervision.

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