What are the responsibilities and job description for the HM Loan Officer Assistant position at Citizens?
Description
As the HM Loan Officer Assistant, you will be responsible for providing assistance to the Loan Officer(s) in managing the residential mortgage pipeline from preapplication to closing (including, but not limited to, duties such as administrative, customer service, and taking loan applications). In addition, you will be accountable for compiling the loan package and follow-up to ensure the necessary documentation for a complete loan package.
Primary Responsibilities Include
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 07/31/2026
As the HM Loan Officer Assistant, you will be responsible for providing assistance to the Loan Officer(s) in managing the residential mortgage pipeline from preapplication to closing (including, but not limited to, duties such as administrative, customer service, and taking loan applications). In addition, you will be accountable for compiling the loan package and follow-up to ensure the necessary documentation for a complete loan package.
Primary Responsibilities Include
- Provide administrative support to the loan originator while providing world class customer service to internal and external customers.
- Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files.
- Contact customers regarding required loan documentation and prepare for loan officer review.
- Gather files for weekly pipeline review with mortgage processor and provide the status of each file.
- Obtain necessary information related to outstanding conditions on loan files.
- Required to complete and submit cross sell report on a weekly basis.
- Assist with maintaining customer database via Loyalty Express system.
- It will be necessary to review Projection Reports twice a month.
- Follow-up on leads that are provided and track progress.
- Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with referral partners.
- Provide a list of prioritized items necessary for the loan officer to complete on a daily basis.
- Serve as a back up to the Loan Officer while they are out meeting with clients.
- Minimum 3 years residential mortgage experience.
- Excellent verbal communication and interpersonal skills.
- Ability to meet deadlines while prioritizing a changing workload.
- Proficient in Word, Excel, Outlook & PowerPoint.
- Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Hours per Week: 40
- Work Schedule: M-F
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 07/31/2026