Overview:
The Mortgage Assistant provides administrative and sales support to Mortgage Loan Officers within assigned Region(s) to maximize overall production efficiency and increase the level of client satisfaction.
KEY RESPONSIBILITIES
- Provide overall administrative support to the Mortgage Loan Officer and their Processing partner on loan origination tasks.
- Assist with preparing and/or distributing various marketing materials.
- Review and maintain loan officer pipelines for Reg. B compliance, 120/180 day reporting, rate lock expirations, withdrawn/rejected files and other pipeline management as required to meet compliance/regulatory requirements.
- Provide Mortgage documents as requested to other line of business partners using the Open/Close system.
- Assist as needed with various networking events; i.e.: Parade of Homes, etc.
- Schedule/coordinate loan closings with loan officers, realtors, closing agents, etc.
- Act as contact person ensuring pipeline management when loan officers are out of the office.
- May act as communication liaison with all parties involved in mortgage transactions.
- May assist Loan Officer in preparing and submitting loans to underwriting.
- Make copies, scan files and or fax documents as required by loan officer.
- Updating databases as required.
- Assist Mortgage Loan Officer with social media posts
- Assist Mortgage Loan Officer with SureFire media deployment
JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act.
- Minimum 2 years of administrative/customer service experience.
- Mortgage or real estate experience and exposure to residential loan origination in a banking environment preferred.
- Prior experience working in a professional office environment.
- Proficient with Microsoft Office.
- Must be comfortable and able to work in a fast-paced environment.
- Strong organizational, interpersonal, written and verbal communication skills required.
Come as you are.:
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.