ESSENTIAL FUNCTIONS:
- Provides a wide range of office services such as typing, data input, file review, customer and
employee phone inquiries, filing and other duties as assigned.
o Assist Loan Officers with daily administrative duties.
o Schedule appointments and maintain calendars.
o Prepare and organize loan files and supporting documentation.
o Enter and update borrower information in loan origination systems (LOS).
o Maintain accurate records and filing systems.
o Scans documents and correspondence for inclusion into loan application.
o Acts as the liaison between internal and external customers, attorneys, insurance agents and Loan
Officers.
o Gathers appraisal checks and coordinates between loan officer and mortgage processor to order
appraisals.
o Gathers information to set up CIF for new customers and opening the deposit related accounts.
o Serve as a point of contact for borrowers during the loan process.
o Answer questions regarding loan application status and documentation requirements.
o Communicate professionally with clients, real estate agents, title companies, and lenders.
o Follow up with borrowers to obtain missing information or documents.
o Follow up and respond to customer and in-house inquiries on transactions and provide quotes as
needed.
o Contacts homeowners’ insurance agent and provides them with closing dates and mortgagee clause.
o Assist with loan closings by attending closings and getting the required signatures on all loan
documents.
o Review loan applications for completeness and accuracy.
o Collect, verify, and organize borrower documentation such as income, asset, and employment
records.
o Assist in ordering credit reports, flood determinations and other required services.
o Monitor loan pipelines and track application progress.
o Coordinate with processors, underwriters, and closing departments.
o Coordinates closing date with attorney, mortgage processor and Loan Officers.
- Compliance and Documentation
o Ensure loan files comply with company policies and regulatory requirements.
o Assist with preparing disclosures and loan-related documents.
o Maintain confidentiality of customer financial information.
o Support quality control reviews and audits.
o Reviews pending mortgage files for proper documentation and collateral.
o Generate pipeline and status reports for Loan Officers and management.
o Track deadlines and ensure timely completion of tasks.
o Monitor outstanding conditions and assist in clearing them before closing.
- Perform other duties as assigned or directed.
REQUIRED SKILLS/ABILITIES:
- Excellent verbal and written communication skills.
- Exceptional organizational skills and strong attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Ability to work independently to achieve goals and objectives.
- Proficient with Microsoft Office Suite or related software.
SUPERVISORY RESPONSIBLITY:
- This position does not supervise employees.
EDUCATION and EXPERIENCE:
- High School Diploma or equivalent required. Associate’s degree in business, Finance, Accounting
or a related field preferred.
- Minimum of two (2) years of experience in mortgage lending, banking, financial services, loan
administration, or administrative support required.
- Previous experience supporting Mortgage Loan Officers, Loan Processors, Underwriters, or other
lending professionals preferred.
- Working knowledge of mortgage loan products, documentation, terminology, and the residential
leading process preferred.
- Strong organizational, customer service, and administrative skills required.
- Valid NMLS license or the ability to obtain licensing within 90 days of hire, if
required.
- Experience with Encompass or a similar Loan Origination System (LOS) preferred.
PHYSICAL REQUIREMENTS:
- Ability to concentrate and perform responsibilities by maintaining a constant state of focus and
mental alertness.
- Ability to lift up to 25 pounds.
- Ability to communicate in person, through email or via telephone with customers and staff
members.
- Ability to sit or stand for an extended period.
- Specific vision abilities required by this job may include close vision and the ability to
adjust focus.
- Reasonable accommodation may be made to enable individuals with disabilities to perform the
essential functions.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
