Bilingual Mortgage Loan Assistant

About the role

This position is primarily responsible for assisting in the origination and closing of mortgage loans.

Responsibilities

• Cross-sells First United Bank products and services to borrowers and other customers.
• Works with assigned bank personnel to promote First United Bank in assigned markets.
• Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program.
• Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.
• Assists in the determination of the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product.
• Assists in the submission of loan applications, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters, and executed application forms to processing.
• Meets minimum expectations for First United’s best practices and production standards.
• Attends production meetings as necessary.
• Provides exceptional customer service, maintains high ethical standards, and ensures compliance with every borrower.
• Performs other duties as requested by Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.
• Dresses professionally.

Requirements

• High School diploma or equivalent (GED) required.
• One year of experience in a mortgage lending environment preferred.
• Strong organizational skills.
• Bilingual in Spanish and/or Vietnamese preferred.
• Excellent verbal and written communication skills.
• Exceptional interpersonal communication skills.
• Ability to work independently on assigned tasks as well as to accept direction on given assignments.

Locations

Dallas-Uptown, Ft. Worth Mortgage 2, Plano-Parkwood, Rockwall Mortgage, Southlake Mortgage