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Mortgage Lending Assistant

City Bank -
El Paso, TX

Quick Apply

Job Details

Full-time
13 days ago

Qualifications

Closing coordination
Maintaining an organized workspace
Refinancing (loan modification)
Serving clients
Federal Housing Administration (FHA) loans
Phone communication
Service scheduling
Greeting customers
Records storage
Client file management
Scanning
Research
Invoice payment processing
Appraisal ordering
Document archiving (loan processing)
Customer support for financial loans
Clean workspace maintenance
Communication skills
Banking
Entry level
Client interaction via phone calls

Full Job Description

Responsible for performing a variety of services for our customers in a timely and professional manner, as well as the preparation of new loans and the maintenance of existing loans.

Essential Duties:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Represent the bank to the customer in a courteous and professional manner.
2. Furnish prompt, efficient, and accurate service.
3. Attention to detail and excellent communication skills are required.
4. Maintain work area in a clean, neat, and professional appearance.
5. Greeting customers
6. Meeting with customers, taking application and pulling credit when LO is not available.
7. Complete items on Processing Flow sheet, including ordering the following; tax transcripts, flood cert, insurance, USPS search, appraisal, Patriot Act, VOD, VOE, VOR, FHA Case #, LPD/GSAs, loan payoff, Rapid Reporting, MERS, survey, and final inspection.
8. Work directly with LO, and when LO is unavailable, take phone calls, answer mortgage questions or questions on specific files.
9. Call realtors with questions that arise on specific files.
10. Act as replacement to LO when he/she is out for extended or short periods of time.
11. Set appointments or confirm appointments on refinances / purchases.
12. Manage files before, during, and after closing.
13. Assist or prepare Adverse Actions as needed.
14. File/manage closed files. Box these files up for storage.
15. Post closing follow-up.
16. Write Thank You notes and Christmas cards.
17. Scan files.
18. Exchange information with Realtors, Title Companies, and buyers to get file ready for the Processor.
19. Research and resolve delinquent appraisal issues.
20. Scan appraisal bills and other invoices to be paid.
21. Order any necessary VA documents, as needed.

Equal Opportunity Employer/Veterans/Disabled

Quick Apply

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Responsible for performing a variety of services for our customers in a timely and professional manner, as well as the preparation of new loans and the maintenance of existing loans.

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