SUMMARY: The Mortgage Banking Assistant handles phone inquiries and assists borrowers and agents with top-notch customer service, while supporting the Retail Mortgage team by completing essential tasks and improving workflow efficiency.

ESSENTIAL DUTIES:

• Work with and support loan staff to complete loan applications in a timely manner.
• Learn the mortgage lender and servicing processes and other banking procedures.
• Typical office tasks such as filing, copying, online account maintenance, form review, compliance checks, imaging, data entry, answer phones and other project-oriented duties and responsibilities as assigned.
• Other duties as assigned.

Job Specifications

Work Direction:  This position reports to the Mortgage Underwriting Manager.

Accountability:  This position has access to and knowledge of the financial situation of customers.  The utmost discretion and confidentiality must be exercised with all data.

Work Relationship:  Regular contact with internal and external customers.  Must be able to communicate in a clear, concise, and pleasant manner.

Supervision:  This position has no supervisory responsibilities.

Affirmative Action: Equal Opportunity Employer Veterans/Disabled

QUALIFICATIONS

•  Ability to work a minimum of 20 hours per week
• Ability to be taught on the job, in group or 1 on 1 settings, as well as learning through classes and online webinars
• Ability to work well with people, both internally and with external customers
• Strong communication and organizational skills
• Strong focus on teamwork