Lending Advisor Associate

About the role

The Lending Advisor Associate role supports the Sr. Lending Advisor(s) by providing assistance with complex transactions, managing the loan pipeline, and ensuring timely loan milestones and loan contingencies are met. This position also acts as a central point of contact for internal business partners and clients, supporting Bank processes, products, and services.

Responsibilities

• Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions.
• Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries.
• Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected.
• Work on loan conditions alongside with Sr. Lending Advisors.
• Aid Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed.
• Facilitate effective communication between sales and operations teams.
• Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding’s and closings.
• 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.
• Additional experience may be considered in lieu of degree.
• Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems.
• Possess excellent human relations, communications and business writing skills.
• Ability to work effectively without direct supervision.
• Possess effective time management and organizational skills.
• Demonstrates teamwork in facilitating workflow.
• High level of cooperation with others and is responsive to the Bank’s needs.
• Exemplary motivation, enthusiasm, professionalism and team skills.
• Demonstrates excellent customer service skills.
• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.
• Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information.
• Ability to travel between bank and customer locations and/or commute for training purposes.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

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 systems; Encompass (LOS), and other mortgage lending-related systems.
• Possess excellent human relations, communications and business writing skills.
• Ability to work effectively without direct supervision.
• Possess effective time management and organizational skills.
• Demonstrates teamwork in facilitating workflow.
• High level of cooperation with others and is responsive to the Bank’s needs.
• Exemplary motivation, enthusiasm, professionalism and team skills.
• Demonstrates excellent customer service skills.
• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.
• Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information.
• Ability to travel between bank and customer locations and/or commute for training purposes.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.