Lending Advisor Associate

About the role

The Lending Advisor Associate role supports the Sr. Lending Advisor(s) by providing administrative process, relationship management support, and client contact. The position focuses on loan pipeline management, ensuring timely loan milestones, and improving the client experience.

Responsibilities

• Provide support to the Sr. Lending Advisor Team, assisting with complex transactions.
• Act as a first-level support function for the Sr. Lending Advisor and sales team, addressing inquiries and supporting tasks.
• Monitor and manage the loan pipeline, tracking progress and ensuring timely loan milestones and loan contingencies are met.
• Collect supporting documents and work on loan conditions alongside Sr. Lending Advisors.
• Offer input and guidance to address workflow uncertainties and clarify processes and procedures.
• Facilitate communication between sales and operations teams, supporting customer contacts and managing loan processes.
• Support the Sr. Lending Advisors and Sales team with other lending-related products and services, such as deposit accounts, trusts, and treasury products.
• Work on special projects and deliverables as directed by the Mortgage Leadership team, including strategic initiatives and operational improvements.
• Travel 0 - 10%.

Requirements

• High School or GED required.
• 3 years minimum Mortgage Lending, Banking experience required.
• Associate's Degree preferred.
• Proficient with MS Office Suite applications, Encompass (LOS), and other mortgage lending-related systems.
• Excellent human relations, communications, and business writing skills.
• Effective time management and organizational skills.
• Teamwork, high degree of professionalism, confidentiality, and ability to cope with pressure.
• Ability to calculate figures and amounts, interpret instructions, and solve practical problems.
• Ability to work effectively without direct supervision.

Qualifications

• High School or GED required.
• 3 years minimum Mortgage Lending, Banking experience required.
• Associate's Degree preferred.
• Additional experience may be considered in lieu of degree.
• Proficient with MS Office Suite applications, Encompass (LOS), and other mortgage lending-related systems.
• Excellent human relations, communications, and business writing skills.
• Effective time management and organizational skills.
• Teamwork, high degree of professionalism, confidentiality, and ability to cope with pressure.
• Ability to calculate figures and amounts, interpret instructions, and solve practical problems.
• Ability to work effectively without direct supervision.