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 Advisor and sales team, assisting and supporting with any and all inquiries. They monitor and manage the loan pipeline, track progress, and ensure timely loan milestones and loan contingencies are met, as well as supporting documents are collected.

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, tracking progress and ensuring timely loan milestones and loan contingencies are met, as well as collecting supporting documents.
• 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

• A High School or GED diploma.
• At least 3 years of minimum Mortgage Lending, Banking experience.
• An Associate's Degree is preferred, but additional experience may be considered in lieu of a degree.
• Proficiency 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 in facilitating workflow, high level of cooperation with others, and responsiveness to the Bank’s needs.
• Exemplary motivation, enthusiasm, professionalism, and team skills.
• Excellent customer service skills.
• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements, and training responsibilities.
• 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.