Provides essential support to the mortgage team by preparing various reports, managing paperwork, organizing files, and handling customer inquiries, ensuring smooth and efficient operation of the department. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Assist the Senior VP of Retail Lending with administrative and clerical duties as assigned.
- Retrieve documentation for Mortgage Loan Originators when they are out of the office.
- Manage the pipeline report.
- Process commission reports for HR payout.
- Complete mortgage processing/underwriter incentive report.
- Manage requests (e.g., incomplete time entry, vacation records, etc.) from the timekeeping system for the department.
Other Duties
- Process mortgage transactions on a limited basis (as needed due to staffing needs).
- Assist in working with the Marketing Department on promotional items.
- Keep current with mortgage guidelines to remain in regulatory compliance.
Skills/Abilities
- Confident working with Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Excellent verbal and written communication skills.
- Provide Service Beyond Expectations to internal and external clients.
Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel The ability to make sporadic (approximately 6 - 8) trips per year is required. Most would be local, but some may require an overnight stay. Education and Experience
- Two years of administrative work experience.
- Prior residential lending or secondary market experience preferred.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.