Loan Officer Assistant - Residential Mortgage

FIRSTRUST BANK

Recognizes the leader in you

As one of the region’s foremost community banking institutions, we take pride in fostering leadership.

As a Firstrust employee, your growth is our growth.

For you, that means great benefits, performance-based pay, a meaningful role, and resources to help

your success.

For us, that means employees who offer exemplary customer service with a commitment to our values

• honesty, integrity and accountability.
• On-Site Allentown, PA******
  
  

The purpose of the Loan Officer Assistant is to provide essential support to a Mortgage Loan Officer throughout the loan application process, ensuring efficiency and excellent client service. The ideal candidate is detail-oriented, organized, and able to multitask in a fast-paced environment while maintaining exceptional customer service.

Responsibilities

JOB DUTIES AND RESPONSIBILITIES:

• Handle inbound and outbound client communication via phone and email, scheduling appointments, preparing correspondence and presentations, maintaining databases, and managing general office tasks like filing, photocopying, and scanning documents
• Providing support in the intake and evaluation of loan applications, which includes collection, verification, and preparation of client documentation within established deadlines.
• Ensuring loan paperwork is complete and accurate, maintaining loan files, and coordinating with underwriters, appraisers, real estate agents, and other relevant parties to facilitate smooth processing.
• Serving as a point of contact for clients, providing updates on loan status, answering questions regarding policies and procedures, and offering support throughout the loan lifecycle.
• Ensuring loan documentation complies with federal and state regulations and company guidelines.
• Supporting Loan Officer with marketing activities, potentially including calling potential applicants, and following up with existing clients for future loan opportunities.
• Communicate effectively with Spanish-speaking clients to explain loan process, gather required documentation, and provide updates throughout the loan lifecycle.
  
  

Physical And Sensory Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Regularly required to drive a motor vehicle, occasional air travel, attending meetings at various venues, including but not limited to customers’ offices and/or properties, restaurants and other meeting locations, and ascend/descend stairs and or ladders occasionally to perform inspections.
• The employee may be required to lift files/materials up to twenty pounds to various locations.
• The incumbent will be expected to operate a computer terminal.
• Prolonged periods sitting at a desk and working on a computer.
  
  

Education, Training And Experience

• High school diploma or GED certificate required.
• 1-2 years of experience in mortgage lending preferred. Strong customer service and administrative skills.
• Preferred: Bilingual in English and Spanish
  
  

Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

Firstrust Bank is an Equal Opportunity Employer.

If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process.

Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.

Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.

Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265