What are the responsibilities and job description for the Mortgage Loan Assistant position at THE CITY NATIONAL BANK?
Job Summary:
The Mortgage Loan Assistant will perform a variety of clerical and technical duties to accurately assist lending staff and customers to support the mortgage loan process; according to our processing policies.
Supervisory Responsibilities
- None
Duties & Responsibilities
- Answers phones
- Sets appointment for loan officers with clients
- Emails loan application packets
- Pull Credit Reports and help prepare loan packets for processing, as needed
- Processing loan exception and insurance reports
- Order Real Estate documents as requested
- Prepare monthly construction audit reports
- Manage inquiries and document requests from clients, realtors, and colleagues
- Process and fund construction draws
- Create marketing ads for officers, meetings, etc.
- Organize meetings for the real estate team
- Meet crucial deadlines as requested
- Performs other duties as assigned
Required Skills/Abilities:
- Excellent interpersonal and customer service skills
- Excellent organizational skills and diligence
- Proficient with Microsoft Office Suite or related software
- Proficient in Canva
- Strong and professional written and verbal communication skills
- Must be a quick thinker and multitasker
- Demonstrates initiative and commitment to continuous learning and the ability to adapt to change
Education and Experience:
- High school diploma or equivalent preferred
- Prior mortgage or banking experience helpful, but not required
- Minimum age 18
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift fifteen pounds at times
City National Bank is an Equal Opportunity Employer
