ESSENTIAL FUNCTIONS:
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.
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.
REQUIRED SKILLS/ABILITIES:
SUPERVISORY RESPONSIBLITY:
EDUCATION and EXPERIENCE:
or a related field preferred.
administration, or administrative support required.
lending professionals preferred.
leading process preferred.
required.
PHYSICAL REQUIREMENTS:
mental alertness.
members.
adjust focus.
essential functions.