SUMMARY:
The Mortgage Loan Assistant position includes assisting the Mortgage Loan Officer and Production team with the origination of mortgage loans through sales assistance, loan coordination, document collection, and customer service.
This position is fast-paced, deadline-driven, and offers a variety of tasks throughout the day.
JOB DUTIES AND ESSENTIAL FUNCTIONS:
Assist Mortgage Loan Officer during the application process.
Assist Mortgage Loan Officer in scheduling appointments and follow-up appointments with prospective client(s) and/or real estate agents.
Contact prospective borrowers and follow up with any missing necessary documents for the pre-qualification process.
Assist Mortgage Loan Officer with sales presentations, marketing, and office functions and activities.
Assist Mortgage Loan Officer in building relationships with real estate agents, builders, etc.
Keep pre-qualification files organized throughout the process.
Assist Mortgage LO/LP in the initial set-up stage of all mortgage loans.
Load mortgage loan information into LOS as requested by LO/LP
Maintain consistent follow-up and communication with real estate agents and borrowers as requested by LO/LP on loan status.
As requested, assist Mortgage LO/LP in ordering and/or following up on credit reports, loan verifications, and title work.
Hold weekly file status review with LO / LP as needed.
Performs other duties as assigned.
WORKING CONDITIONS:
Air-conditioned office environment
PHYSICAL DEMANDS:
Sit for extended periods of time.
Walk, stand, bend, squat, twist, and reach.
Simple grasping and fine manipulation
Extended keyboarding
MINIMUM REQUIREMENTS:
High School Diploma
Experience in Database Software, Spreadsheet Software, and Word Processing Software
PREFERRED REQUIREMENTS:
Excellent verbal and written communications skills
Analytical and demonstrates attention to detail.
Problem Solving works well in group solving situations.
Proficiency in Microsoft Office Applications
Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
We are an Equal Opportunity Employer
TexasBank is committed to providing equal employment opportunities regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws.
This policy applies to all terms and conditions of employment, including, but not limited to, recruiting, hiring, placement, promotion, compensation, benefits, training, disciplinary actions, layoff, recall, transfer, leaves of absence, and termination.
Employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of Human Resources.
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