Mortgage Loan Assistant

Mortgage Loan Assistant

Summary
As a learning organization, First United takes pride in offering exciting opportunities for employees to grow and follow their passions. This position is primarily responsible for assisting in the origination and closing of mortgage loans.

• Cross sells First United Bank products and services to borrowers and other customers.
• Works with assigned bank personnel to promote FUB in assigned markets.
• Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program.
• Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.
• Affords assistance in the determination of the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product.
• Affords assistance in the submission of the loan applications, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters and executed application forms to processing.
• Mets minimum expectations for First United’s best practices and production standards.
• Attends production meetings as necessary.
• Provides exceptional customer service, maintains high ethical standards, and insures compliance with every borrower.

Additional Duties And Responsibilities

• Performs other duties as requested by Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.

Employee Specifications

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Possession of strong organizational skills.
• Excellent verbal and written communication skills.
• Exceptional interpersonal communication skills.
• Ability to work independently on assigned tasks as well as to accept direction on given assignments.

Locations

• All Locations: Moore

Note

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Equal Opportunity Employer

Note: First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.