BASIC JOB FUNCTION

PRINCIPAL JOB DUTIES & RESPONSIBILITIES

• Act as a client referral source for LO’s from phone calls, events, etc.
• Assist current and previous clients with issues as related to prior loan submissions.
• Serve as an ongoing point of contact for clients, helping them collect required information and complete any necessary documents throughout the loan process.
• Assist and coordinate internal parties involved in the loan application process, including mortgage loan originators, underwriters, and realtors.
• Gather information for new loan underwriting, including credit reports, tax filings, business entity searches, and title work.
• Ensure loan documentation complies with federal and state requirements.
• Assist Director with scheduling meetings, appointments, etc.
• Review the loan applications before submission to Processing/ UW to ensure all custom fields are complete for reporting purposes.
• Ensure payments for Lending accounts, XACTUS, NATIONWIDE (if necessary), REALINFO, etc.
• Work with Closing, Finance, & Lending to ensure all documents are labeled and uploaded correctly for the loan sale.
• Be a liaison between Lending and the GRANTS dept. to ensure all TAX SMART, TIF, and other NLS/ GRANT programs are completed and submitted in a timely manner.
• Clean up the ENCOMPASS files that have unlabeled and expired documents in files.
• Assist with audits.

POSITION QUALIFICATIONS

• Experience with mortgage loan software programs.
• Experience with Encompass LOS System desired.
• Ability to work with strict deadlines.
• Ability to explain technical concepts in simple terms.
• In-depth knowledge of closing procedures, loan processes, and documentation.
• Good understanding of banking computer software and MS Office.
• Excellent interpersonal and communication skills.
• Good multitasking abilities with good time management skills.
• Must have or be willing to obtain the State of Illinois lending licensing to perform job duties.

• One to three years of experience in lending, finance or accounting preferred.
• Experience in not-for-profit environment preferred.

• Knowledge of the greater Metropolitan Chicago Area and various community areas and neighborhoods helpful.
• Time management skills.

PHYSICAL DEMANDS

• regularly required to talk or hear.
• frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms

WORK ENVIRONMENT