Administrative Assistant

Position Summary:

The Administrative Assistant performs administrative duties for the branch such as scheduling appointments, following up with clients, copying, scanning, processing mail, ensuring that office supplies are ordered, and faxing. In addition, this role may assist Branch Managers with ensuring files are complete with all required paperwork and answer the branch telephone.

Essential Job Functions:

Specific tasks will include, but are not limited to, the following:

• Keep Office neat, orderly and presentable for visitors.
• Perform all administrative tasks for prospect file-set up.

• Create correspondence, forms, reports, memos, and other documents using Excel, Outlook, and Power Point.
• Contact borrower and other sources in order to obtain items for borrower’s file.
• Manage CRM and LO/BM Database.
• Upload loan applications from the website into Encompass.
• Verify and examine information and accuracy of loan application.
• Coordinate appointments.
• Assist office personnel with administrative functions such as faxing, scanning, processing mail, emailing, and ordering supplies.
• Contact clients to follow up on missing items using strong verbal and written communications skills.
• Ensure that files and items are completed and in the correct location.
• Effectively communicate, work with, and build relationships with all levels of constituents including culturally and linguistically diverse staff members and external candidates and/or vendors, while operating in a fast-paced customer service driven environment.

Required Job Functions:

Specific tasks will include, but are not limited to, the following:

• Assist Branch Manager with projects and reports.
• May proofread reports, lists, and other information for accuracy.
• Assists the managers with various research projects and/or special projects.
• Act as receptionist or backup for answering branch phone as needed.
• Coordinate branch meetings and calendars.
• Additional tasks as assigned.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job.

Working Conditions Information:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is often required to walk; use hands to finger, handle, or operate computers, objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Diversity and Inclusion:

At NFM Lending we are a diverse team of champions, industry pioneers and action leaders. We draw on the differences in who we are, what we’ve experienced, and how we navigate the mortgage industry with focused intention. We work to attract, develop, engage, advance and retain a high performing workforce through fostering an inclusive culture where everyone can join in the journey to success. EOE.

Salary : $17 - $19