Description:
Summary:
The Mortgage Clerk I supports the mortgage department by performing various administrative tasks related to mortgage loan processing, documentation and customer service.
Essential Functions & Responsibilities:
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Assists in preparing and organizing mortgage loan files.
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Reviews and verifies the accuracy of loan applications and supporting documentation.
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Inputs loan information into the appropriate systems accurately.
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Responds to basic inquiries from customers, loan officers and other departments regarding mortgage applications and loan statuses.
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Provides basic updates to customers on their loan applications and answers questions related to the mortgage process, as able.
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Maintains professionalism and a positive attitude while assisting customers.
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Inputs and updates customer information and loan data into the Bank’s software system.
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Maintains organized an accurate records of mortgage files and documentation.
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Performs general office tasks such as filing, scanning and copying documents.
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Assists in generating reports as required by management.
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Updates and maintains required logs, timely and accurately.
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Works closely with loan officers and other team members to ensure the timely and accurate processing of mortgage loans.
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Communicates effectively with internal and external customers.
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Ensures compliance with all relevant regulations and company policies.
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Participates in team meetings and training sessions to enhance knowledge and skills.
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Participates in and promotes teamwork with the department as well as bank-wide.
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Completes annual required training within communicated timeframes.
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Performs other duties as required or requested.
Requirements:
Education & Experience:
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High school diploma or equivalent; Associate’s or Bachelor’s degree in business or related field is a plus.
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Strong attention to detail with the ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
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Excellent written and verbal communication skills.
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Fluent in Microsoft Office (Word, Excel & Outlook).
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Ability to maintain confidentiality; handle sensitive information with discretion.
Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Office Setting.
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Adequate vision for significant amount of computer work.
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Required to stand, walk and sit; talk and hear (both in person and by telephone); repetitive use of hands and fingers to handle or feel objects or controls; reach with hands and arms.
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Ability to remain focused when distractions exist.
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Occasional lifting.
