Note: As part of the employment process for this position, you
will have to meet the requirements of a background credit check.
This position requires compliance with the S.A.F.E Mortgage
Licensing Act of 2008 and all related regulations. Ongoing
employment is contingent upon meeting all such requirements.
The Mortgage Loan Assistant will assist the loan officer and
processing staff in the mortgage division with day to day
activities and clerical duties, greet customers, answer customers
questions, quote loan rates, complete telephone applications, and
cross sell bank products.
Essential Duties and Responsibilities:
Assist loan officer/processing staff in the processing and
closing of real estate mortgage loans;
Develop relationship with customers in order to handle routine
tasks and request and anticipate loan requirements;
Provide administrative support to supervisor and loan officers in
handling routine tasks such as mail, telephone, correspondence,
facsimile transmissions, and copying.
Assist in preparing loan packages.
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
Understanding of the format and documentation used in processing
transactions in the mortgage division;
Basic understanding of Loan Products preferred.
Basic understanding of the loan process preferred.
Exposure to sales activities and/or real estate sales and lending
Education and/or Experience:
High school diploma or general education degree (GED); six months
of related experience and/or training; or equivalent combination of
education and experience.
Computer and Office Equipment Skills:
Spreadsheet software (ex. MS Excel), Word Processing Software (ex.
MS Word), Encompass LOS, 10-key calculator, facsimile machine,
typing of at least 40 words per minute, telephone, etc.