What are the responsibilities and job description for the Mortgage Loan Assistant position at First State Bank?
Do you like working within a team?
Do you like having many different things to do in your workday?
Do you enjoy providing exceptional customer service all day every day?
Did you answer "Yes" to all of these questions? Well WE did too!
"We" are FIRST STATE BANK - we like to work hard and have fun while taking the best care of our customers
Right now, we are looking for a Mortgage Lending Assistant who will work in Middlebury, Indiana.
Here is some information about this position:
SUMMARY: The Mortgage Loan Assistant works with the Bank's Mortgage Loan Originators and performs a variety of administrative duties. The Loan Assistant greets and directs customers on the phone and in person. They are responsible for the timely and accurate preparation of loan documentation as well as follow up with various due diligence for residential applications and submission to the Mortgage Loan Operations area.
Primary Functions of this position:
- Greet customers and provide customer service by answering questions regarding existing loans, the loan process in general and directing them to the loan officer to best meet their needs.
- Answer loan department phones promptly and courteously. Listen to customer needs and answer questions or transfer to the call to the appropriate person or department for assistance.
- Contact customers to schedule appointments/closings with loan officers or to request necessary documents to facilitate the application.
- Obtain and order various file due diligence items as directed by the mortgage loan originator including credit report, appraisals, flood determinations, and title commitments.
- Assist the loan officer by coordinating documentation requests through the Mortgage Processing and Underwriting Department and processing post-closing paperwork making sure that signed documents are returned tot he Mortgage Processor/Closer.
- Monitor the pipeline report of the applications taken by the mortgage loan originators to ensure files are processed for customers as quickly as possible.
- Assist with marketing efforts for mortgage loan originators to further develop business.
- Performs a variety of administrative duties to assist in the smooth and efficient daily operation of the department.
And here are some responsibilities that are also expected:
Work as an intermediary between the mortgage loan originators and the mortgage operations department to obtain approval and documentation of loan requests. Complete all required training. May be a Notary Public if requested. Performs additional duties as assigned.
To be considered for this position, you need the following:
- High school diploma or equivalent required
- High attention to detail
- Ability to maintain composed in times of pressure, work under a deadline, and set priorities for completion of tasks
- Proficient in the use of Microsoft Excel, Word and Outlook
- Excellent verbal and written communication skills,
- Superb internal and external customer service skills
- Ability to thrive in a team-environment workplace
- Self-starter with initiative and ability to work independently
PHYSICAL REQUIREMENTS:
Sitting for long periods of time
FIRST STATE BANK IS AN EQUAL OPPORTUNITY EMPLOYER