Mortgage Assistant

Key Responsibilities

• Provide overall administrative support to the Mortgage Loan Officer and their Processing partner on loan origination tasks.
• Affix and/or distribute various marketing materials.
• Review and maintain loan officer pipelines for Reg. B compliance, 120/180 day reporting, rate lock expirations, withdrawn/rejected files and other pipeline management as required to meet compliance/regulatory requirements.
• Provide Mortgage documents as requested to other line of business partners using the Open/Close system.
• Auxiliary with various networking events; i.e.: Parade of Homes, etc.
• Schedule/coordinate loan closings with loan officers, realtors, closing agents, etc.
• Act as contact person ensuring pipeline management when loan officers are out of the office.
• May act as communication liaison with all parties involved in mortgage transactions.
• May assist Loan Officer in preparing and submitting loans to underwriting.
• Make copies, scan files and or fax documents as required by loan officer.
• Update databases as required.
• Aid Mortgage Loan Officer with social media posts.
• Aid Mortgage Loan Officer with SureFire media deployment.

Job Requirements

• Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act.
• Minimum 2 years of administrative/customer service experience.
• Mortgage or real estate experience and exposure to residential loan origination in a banking environment preferred.
• Prior experience working in a professional office environment.
• Proficient with Microsoft Office.
• Must be comfortable and able to work in a fast-paced environment.
• Strong organizational, interpersonal, written and verbal communication skills required.