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Home Mortgage Loan Officer Assistant

Citizens Financial Group, Inc Manchester, NH Full-Time
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  • Provide administrative support to the loan originator while providing world class customer service to internal and external customers.
  • Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files.
  • Contact customers regarding required loan documentation and prepare for loan officer review.
  • Gather files for weekly pipeline review with mortgage processor and provide the status of each file.
  • Obtain necessary information related to outstanding conditions on loan files.
  • Required to complete and submit cross sell report on a weekly basis. 
  • Assist with maintaining customer database via Loyalty Express system. 
  • It will be necessary to review Projection Reports twice a month.
  • Follow-up on leads that are provided and track progress. 
  • Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with referral partners.
  • Provide a list of prioritized items necessary for the loan officer to complete on a daily basis.
  • Serve as a back up to the Loan Officer while they are out meeting with clients.

  • Minimum 3 years residential mortgage experience.
  • Excellent verbal communication and interpersonal skills.
  • Ability to meet deadlines while prioritizing a changing workload.
  • Proficient in Word, Excel, Outlook & PowerPoint.
  • Successful candidate must meet and comply with all requirements for Mortgage Sales Assistant%27s set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS. 

Hours & Work Schedule

Hours per Week:
Work Schedule:

Primary Location:  US-NH-Manchester
Work Locations:  NH-Manchester-900 Elm Street 900 Elm Street Manchester 03101
Job:  Administration
Organization:  USA01_Citizens Financial Group
Schedule:  Regular
Employee Status:  Full-time
Travel:  No
Job Posting:  Apr 27, 2020, 8:50:24 AM

Recommended skills

Customer Service
Verbal Communication
Interpersonal Skills
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Job ID: 202467


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