Lending Advisor Associate

About the role

The Lending Advisor Associate role supports the Sr. Lending Advisor(s) by providing administrative process and relationship management support. The position focuses on client contact, gathering information, and interacting with processing, underwriting, and closing teams.

Responsibilities

• Supports the Sr. Lending Advisor Team by providing assistance with complex transactions.
• Assists the Sr. Lending Advisor and sales team with any and all inquiries.
• Maintains and manages the loan pipeline, tracking progress and ensuring timely loan milestones and loan contingencies are met.
• Works on loan conditions alongside the Sr. Lending Advisor and provides input and guidance in case of workflow uncertainties.
• Facilitates communication between sales and operations teams, supporting the Sr. Lending Advisor and Sales team with customer contacts.
• Coordinates processes and follows through to completion of other lending-related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team.
• Works on special projects and deliverables as directed by the Mortgage Leadership team, such as strategic initiatives and operational improvements.
• Travel 0 - 10%.

Requirements

• High School or GED required.
• 3 years minimum Mortgage Lending, Banking 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 and ability to facilitate workflow.
• Customer service skills, ability to cope with pressure, and confidentiality.
• Ability to travel between bank and customer locations and/or commute for training purposes.
• Ability to calculate figures and amounts, interpret instructions, and solve practical problems.

Qualifications

• High School or GED required.
• 3 years minimum Mortgage Lending, Banking 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 and ability to facilitate workflow.
• Customer service skills, ability to cope with pressure, and confidentiality.
• Ability to travel between bank and customer locations and/or commute for training purposes.
• Ability to calculate figures and amounts, interpret instructions, and solve practical problems.

Skills

• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Knowledge of mortgage lending processes and procedures.
• Proficiency with MS Office Suite applications and Encompass (LOS).

Benefits

Our comprehensive employee benefits program includes medical, prescription, dental, and vision coverage, life insurance, AD&D, and disability benefits, a 401(k) and Roth 401(k) with company contributions, a 529 Education Savings plan, Tuition Reimbursement Program, and Student Loan Assistance Program. We also offer a 11 paid holidays, paid sick days, up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year, free personal checking and savings account, and discounted rates on primary residence loans with $0 origination fees (restrictions apply).