Lending Advisor Associate

About the role

The Lending Advisor Associate supports the Sr. Lending Advisor Team by providing assistance with complex transactions. They act as a first-level support function for the Sr. Lending Advisors and the sales team, assisting and supporting with any and all inquiries. The role involves monitoring and managing the loan pipeline, tracking progress, ensuring timely loan milestones and loan contingencies are met, and collecting supporting documents.

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.
• Maintain and manage the loan pipeline, track progress, and ensure timely loan milestones and loan contingencies are met.
• Work on loan conditions alongside with Sr. Lending Advisors.
• Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarifying 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.
• Coordinate processes and follow 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.
• Work 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.
• Able to work effectively without direct supervision.
• Possess effective time management and organizational skills.
• Demonstrate 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.
• Demonstrate 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.
• Able to travel between bank and customer locations and/or commute for training purposes.
• Able to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Able to interpret a variety of instructions furnished in written, oral, or schedule form.
• Able 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.

Skills

• Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems.
• Excellent human relations, communications and business writing skills.
• Effective time management and organizational skills.
• Teamwork in facilitating workflow.
• High level of cooperation with others and responsiveness to the Bank’s needs.
• Excellent customer service skills.
• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.
• Professionalism and confidentiality in handling and having access to sensitive information.
• Able 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.
• Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Benefits

• Medical, prescription, dental, and vision coverage for employees and their eligible family members.
• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits.
• Health Savings Account with employer contribution.
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit.
• 401(k) and Roth 401(k) with company contribution.
• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program.
• Supplemental Health plans, Voluntary Legal and Identity Theft Services.
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year.
• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply).