Prepares and processes In Bank and secondary market mortgage loans, assist with preparing and processing consumer and Home Equity Loans documents in an accurate and timely manner. Enters closed loans into the system and disburses proceeds and other documents as needed. Provide support for loan officers and Underwriting. Ensures exceptional customer service in all customer contacts. Supports the bank by reinforcing core values and achieving departmental goals consistent with the strategic plan.

Information Processing - Prepare new loan and renewal documents ensuring accuracy, completeness, and compliance with policies and procedures. Process closed loans and perform file maintenance. Check back new and renewed loans and payments entered on system. Compile data into reports. Balance accounts as needed. Effectively communicate loan status and issues with Loan Officer or Supervisor. Follow up on submitted loans and/or pending loans.

Transaction Processing - Apply payments on loans including mortgage, installment, escrows, and land contracts accurately and efficiently. Promptly disburse loan proceeds as required.

Administrative Support – Prepare loan files, manually and on the computer. Scan files as per procedures. Order customer loan payment booklets and process the mail. Create correspondence related to loan origination, processing, servicing, and closing activities. Assist in the development of written policies and procedures.

Customer Relationship Development - Greet and receive customers in person, by phone or by electronic communications within the department, assist customers with their inquiries and assess their financial needs. Direct customers to the appropriate departments as deemed necessary.

Perform other duties as assigned.

QUALIFICATIONS

High school graduate. Technical training or continuing education in secretarial sciences is desired. Excellent oral and written communication skills. Excellent interpersonal skills. Ability to deal with coworkers and customers with a pleasant demeanor while completing multiple tasks. Strong math skills. Organized and able to work within deadlines.

EOE

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Fair Housing regulations: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: In person