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An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience.

YEAR

*EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience. The LOA is primarily responsible for daily pipeline management, basic communication with the customer and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items.Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Assist the mortgage loan officer with the day-to-day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence. * Prepare and review loan applications and documentations to ensure accuracy and completeness before submission to underwriting * Provide exceptional customer service by addressing client questions and concerns throughout the loan process. Assist clients in understanding the mortgage process and the documentation required comments sharing they feel supported and informed throughout. * organize and maintain files, records, and databases related to the mortgage loan applications * Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments. * Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan. * Provide ongoing support for compliance with all applicable laws, regulations and administrative duties. * Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan. * Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 year of Customer Service experience or financial experience * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. *Additional Qualifications* * Bachelor's Degree Preferred * Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail. * Utilizes independent judgment under general supervision. * May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents. * Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary: $50,000 - $60,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits and Perks](https://careers.cnb.com/benefits). ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at [About Us](https://www.cnb.com/about-us.html). *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

City National Bank

Loan Officer Assistant - Retail

The external mortgage loan officer is responsible for originating residential mortgage loans by developing business relationships with real estate professionals, builders and other potential referral sources this role involves working outside of the office to generate leads and establish a network of clients the loan officer will guide clients through the mortgage application process ensuring they find the best loan products to meet their financial needs. * Obtains and completes mortgage loan application packages, including supporting documentation required to process loan requests; reviews information to ensure that files submitted meet regulatory agency and CNB policies; forwards application packages to Residential Lending within specified times in order to meet regulatory requirements for initial disclosures and timely processing as required under Regulation B and RESPA.

*EXTERNAL LOAN OFFICER- MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? The external mortgage loan officer is responsible for originating residential mortgage loans by developing business relationships with real estate professionals, builders and other potential referral sources this role involves working outside of the office to generate leads and establish a network of clients the loan officer will guide clients through the mortgage application process ensuring they find the best loan products to meet their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/sales presentations to meet their needs. Maintain current knowledge of all first mortgage and concurrent second loan products and services offered.Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Proactively identify and engage potential borrowers through networking referrals and community involvement * Establish and maintain relationships with real estate agents, builders, financial planners, and other key referral sources. * Uses proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits and present recommendations to targeted clients and prospects as assigned. * Conduct regular market visits and meetings with referral partners to build a strong referral base and ongoing sustainable business relationships * Attend industry events, open houses, and community events to generate new business opportunities. * Consult with potential borrowers to assess their financial situation and mortgage needs. Educate clients on the available mortgage products, interest rates, terms, and cost associated with obtaining a mortgage. * May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources and other professionals in the industry. * Assist clients in completing mortgage loan applications and the gathering of necessary documentation for the fulfillment and completion of the loan cycle. Communicate periodic updates to all parties in the transaction with specific regard to the customer experience. * Ensure that all mortgage loan applications and documentation comply with Federal, State, and CNB regulations. Keep accurate and organized records of all client interactions and loan applications. * Negotiates transactions; prices loan products within targeted rate of return; coordinates the documentation and closing of loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in recommending loans for approval. * May coordinate the cross-selling of other product and/or services (i.e., cash management, foreign exchange, investment and trust, etc.). May interface with other Bank departments as necessary to define responsibilities and coordinate objectives for all product areas. * Obtains and completes mortgage loan application packages, including supporting documentation required to process loan requests; reviews information to ensure that files submitted meet regulatory agency and CNB policies; forwards application packages to Residential Lending within specified times in order to meet regulatory requirements for initial disclosures and timely processing as required under Regulation B and RESPA. * Contacts borrowers directly for additional information related to loan requests, summarizes information and exercises sound credit and risk judgment in recommending transactions for approval. * Maintains a solid understanding of the Bank's credit products, programs policies and procedures. * Participates in the development of marketing strategies and sales objectives that are consistent with overall company objectives. Maintains an awareness of consumer market conditions and provides current information on industry trends and competitive practices that may be used in the development and/or delivery of mortgage loan products. * Effectively manages a pipeline of loans on a daily basis. * Represents CNB by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum of 3 years mortgage lending experience * Minimum of 3 years business development/direct sales experience required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. *Additional Qualifications* * Bachelor's degree highly preferred * Excellent communication skills both written and verbal * Proficient in Microsoft Office programs * Excellent customer service skills * Prioritizes and plans work activities * Completes work in timely manner; Strives to increase productivity; Works quickly * Ability to work well under pressure * Strong research and analytical skills * Ability to use discretion when handling sensitive personal information. * Ability to multi-task and manage deadlines *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary: $50,000 - $60,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits and Perks](https://careers.cnb.com/benefits). ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at [About Us](https://www.cnb.com/about-us.html). *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Mortgage Loan Officer - Retail

This includes, but is not limited to education and training requirements, reporting and intake protocols, monitoring and implementation of new or changing regulatory requirements, risk assessment and audit execution, risk treatment plans, policy and procedure maintenance, response and investigation procedures and compliance expectations. + Participate in the development and implementation of the enterprise’s risk strategy for effective risk and compliance program governance; intended to strategically and proactively mitigate risk, and promptly detect and correct instances of non-compliance.

Company : Highmark Inc. Job Description : JOB SUMMARY This job is responsible for planning, designing, implementing, and maintaining the Compliance Program and its related policies to ensure the business acts within the parameters of federal and state laws, regulations, and regulatory guidance. The incumbent is also responsible for the administration, interpretation, and enforcement of the Compliance Program including auditing/monitoring operational processes, conducting or overseeing compliance investigations, and ensuring that adequate training takes place under the Compliance Program. In this capacity, the incumbent is responsible for the collaborative and iterative development of the risk and compliance plan for these entities across all areas in the enterprise risk taxonomy. Through matrixed leadership with Risk Operations and with support from Risk Enablement, the incumbent monitors and tracks the delivery of risk activities, including but not limited to internal and external audit progress, recurring risk and compliance reporting, mandated training, investigations, and the impacts of new and changing laws, regulations, and contractual relationships. The incumbent must have extensive knowledge of the applicable federal and state rules as well as a solid working knowledge of managed care operations, compliance program structures, information security and audit methodologies. The incumbent must also have a foundational understanding of privacy regulations, including in-depth knowledge of HIPAA and possess the ability to perform a privacy risk assessment. The incumbent must have the highest level of integrity and ethics and demonstrate professional representation of the company. ESSENTIAL RESPONSIBILITIES + Matrixed working relationship with Risk Operations and Strategic Risk Partner to define the development, implementation and maintenance of an effective compliance and risk management program for the supported entities. This includes, but is not limited to education and training requirements, reporting and intake protocols, monitoring and implementation of new or changing regulatory requirements, risk assessment and audit execution, risk treatment plans, policy and procedure maintenance, response and investigation procedures and compliance expectations. + Acts as a thought partner and advisor to business leaders to ensure business decisions are managed according to the enterprise risk strategy / framework.Participates in and understands the business operations and strategy.Serves as a single point of contact for the business’ risks, compliance, privacy and security needs, and partners closely with legal counsel on all efforts. + Provide proactive guidance, education, and information to senior management, so that leaders remain informed and aware of risks, requirements, mitigation strategies, and management’s responsibilities.Leads and participates in discussions or presentations to existing Compliance or Risk Committees and the Audit & Compliance Committee meetings of the Board. Gathers data and prepares reports for senior management and Board of Directors as needed. Ensure reporting obligations are met.Participates on various risk committees and may represent their entity when appropriate. + Informs business of risk related activity for that BU, ensures awareness and monitors execution.Tracks, monitors and reports on risk operations for the assigned Business Unit (BU) using the standard metrics and reporting created by risk enablement. + Through understanding of the business strategy, proactively identifies and addresses risk in partnership with the risk operations and legal functions, and the business leaders.Serves as a single point of contact to respond and intake risk from the senior leadership team, and follows protocol to triage. + Participate in the development and implementation of the enterprise’s risk strategy for effective risk and compliance program governance; intended to strategically and proactively mitigate risk, and promptly detect and correct instances of non-compliance. This includes but is not limited to formal risk assessment processes and the development and implementation of an annual audit plan. + Liaise with external regulators or enforcement bodies interacting with the assigned BU per defined communication and legal protocols. + Ensure completion of all education and training initiatives and requirements and identify priorities for focus for the accountable entities. + Respond to reports of real or potential instances of non-compliance, including coordination and facilitation of internal investigations including the analysis of facts, recommendations for resolution, risk treatment and corrective action plans. Work with legal counsel to ensure timely notice or disclosure of incidents or issues as appropriate/required. Ensure all reported matters are addressed in a timely and responsible manner in compliance with corporate policy, state and federal law and best practices. + Maintain a strong working knowledge of the regulatory landscape. + Other duties as assigned or requested. EDUCATION Required + Bachelor's Degree in Business, Finance, Health Administration, Public Health, Public Administration, Legal, Accounting or related field, or relevant experience and/or education as determined by the company in lieu of bachelor's degree. Preferred + Master’s Degree in Business, Finance, Health Administration, Public Health, Public Administration, Legal, Accounting or related field EXPERIENCE Required + 7 years in compliance, privacy, government affairs, healthcare operations, risk, audit, or legal functions + 5 years in a management or leadership role ​ Preferred + 10 years in compliance, privacy, government affairs, healthcare operations, risk, audit, or legal functions + 5 years in Healthcare Compliance or Privacy LICENSES or CERTIFICATIONS Required + None Preferred (Any of the Following) + Certified Public Accountant (CPA) + Certified Internal Auditor (CIA) + Certified Fraud Examiner (CFE) + Certified in Healthcare Compliance (CHC) + Certified Compliance and Ethics Professional (CCEP) SKILLS + Broad-based business knowledge as well as in-depth knowledge of the insurance industry, strategic compliance planning, regulatory concerns, compliance requirements, and corporate integrity principles. + Excellent oral, written, and presentation skills, as well as conceptual and analytic skills in order to review and articulate corporate objectives and regulations across all relevant audiences. + High-level of skill in leading interdepartmental and cross-functional strategy development. + Experience with managed care, Medicare and federal and/or state regulations, quality improvement and compliance oversight. + The ability to comprehend and interpret regulatory, legislative, and contractual mandates. + Experience managing multiple projects and managing professional staff on numerous projects to ensure corporate deadlines and objectives are met. + The utmost integrity in the discreet and confidential handling of confidential materials is necessary Language (Other than English): None Travel Requirement: 0% - 25% PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS Position Type Office-based Teaches / trains others regularly Occasionally Travel regularly from the office to various work sites or from site-to-site Frequently Works primarily out-of-the office selling products/services (sales employees) Never Physical work site required Yes Lifting: up to 10 pounds Constantly Lifting: 10 to 25 pounds Occasionally Lifting: 25 to 50 pounds Rarely _Disclaimer:_ _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ _Compliance Requirement_ _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._ _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._ _Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._ Pay Range Minimum: $108,000.00 Pay Range Maximum: $201,800.00 _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._ Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J267791

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