Mortgage Servicing Administrative Assistant

JOB SUMMARY

The Mortgage Servicing Administrative assistant is responsible for providing administrative and clerical services in order to ensure effective and efficient administrative operations for the Mortgage Servicing department.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in the role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.

• Mails Mortgage Servicing correspondence to borrowers, records, and distributes all incoming mail
• Provides secretarial and administrative support in order to ensure effective and efficient office operations
• Calls borrowers that have their loans on non-escrow to collect proof on insurance and taxes
• Greets customers that will be closing on loan renewals, loan modifications, payment deferrals
• Collects information from borrower applying in person for a Mortgage Servicing program
• Types agendas for meetings
• Prepares reports for Mortgage Servicing meetings
• Compiles and maintain an up-to-date telephone directory of numbers and addresses
• Files all correspondence
• Orders and keeps inventory of supplies
• Provides receptionist services
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• High school diploma or G.E.D and 6-12 months of experience in an office environment
• Ability to organize and prioritize work in order to meet deadlines
• A significant level of respect, honesty, trust and diplomacy is required, in addition to normal courtesy and tact
• Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature (these individuals may be economically and emotionally stressed at times)
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary
• Position requires the ability to sit for long periods of a time in front of a computer which may result in eye strain
• Knowledge of office administration and excellent telephone etiquette
• Ability to maintain a high level of accuracy in preparing and entering information into system
• Knowledge of loan collection laws and regulations preferred
• Skills should include typing 40 wpm
• Proficiency with personal computers and Microsoft Office Software. 
• Able to develop customer relations
• Excellent and effective time management, oral and written communication, team building, problem solving, decision making, interpersonal skills
• Attention to detail and high level of accuracy
• Possess cultural awareness and sensitivity
• Ability to work flexible hours
• Demonstrate sound work ethics
• Equivalences will be considered
• Bilingual in English and Spanish is desired

ORGANIZATION

• This position reports to the Mortgage Servicing Manager
• This position does not oversee other positions

TRAINING REQUIREMENTS

All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.

COMMUNITY INVOLVEMENT

Lone Star National Bank’s Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity.  All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.

LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.

Management reserves the right to change this position description at any time according to Business needs.