PRIMARY DUTIES
Mortgage Loan Originations
· Originate compliant mortgage loans with a focus on, but not limited to, LMI and majority-minority census tracts
· Advise customers on mortgage loans that are appropriate for their individual financial circumstances
· Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications
· Ensure loans in process are moving through the pipeline by regularly reviewing pipeline, communicating with borrowers and processors on additional items needed, interacting with title companies, realtors, attorneys, etc.
· Responsible for knowing and complying with all Federal, State and investor regulations, requirements, and bank policies
· Maintain high standards of client satisfaction and quality, and ensure sales/originator systems and workflows are efficiently controlled
· Manage client referrals to ensure all new customers are introduced to local branches and other appropriate business lines.
Community Development, Engagement, Outreach and Training
· Develop and maintain strategic relationships with community partners
· Attend affordable homeownership programs and services educational seminars, trainings, and workshops.
· Track and report out on all community development activities (date, event/training, targeted market reached, number of attendees, evaluation, memos, notes, etc.)
· Represent CB&T at community focused events and meetings
· Maintain list of key strategic community partners.
· Conduct financial wellness, homebuyer education workshops, and homeownership seminars with local community and affordable housing partners
· Coordinate and staff CB&T Sponsored, community and partner events and activities for the market area of Caddo Parish and Bossier Parish (such as nonprofit events, housing fairs, community event vendor booths, etc.)
· Attend CB&T Community Development training opportunities
Flexible work from home options available.