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M&T Bank

Loan Officer Assistant

boston, MA

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Job description

Overview:

nThe Loan Officer Assistant role is focused on supporting the Loan Officer team in efficiently moving loans through the pipeline via effective sales system support, and document control and organization.

nPrimary Responsibilities:

nnnProvide a seamless experience for our Mortgage customers by ensuring organization, accuracy, and timeliness of all communications including requests for documentation, coordination of details, and appropriate follow-up with the assigned Loan Officer or team.

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nnServe as a subject matter expert on all relevant Mortgage Sales systems to accurately input and manage relevant customer data and documents. Maintain responsibility for quality and precision of data.

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nnInteract with customers directly to follow up on and complete the application process and other documents as needed. Answer other relevant customer inquiries as required. May reach out to Operations team as needed for further support and information.

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nnAssist loan officer with various reporting needs to include creation of new reports, running, monitoring, and issuing existing reports and organizing data collection.

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nnMaintain current working knowledge of Mortgage products, processes and procedures, and relevant regulations.

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nnProvide other general sales, marketing, and operational support for assigned Loan Officer or team as needed.

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nnPromote an environment that supports belonging and reflects the M&T Bank brand.

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nnMaintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

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nnResponsible for meeting and maintaining registration requirements under the Federal SAFE Act.

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nnComplete other related duties as assigned.

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n nSupervisory/Managerial Responsibilities:

nNot applicable

nSkills / Capabilities Required

nEducation and Experience Required:

nnnHigh school diploma (or equivalent) and 2 years relevant work experience in the mortgage and/or finance industry.

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nnKnowledge of Secondary Marketing requirements.

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nnKnowledge of FHA/VA regulations.

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nnKnowledge of Bank products and services.

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nnStrong organizational skills with ability to manage multiple priorities.

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nnExcellent verbal and written communications skills.

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nnFlexible to travel within region and work overtime and/or flexible schedule as needed.

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n nEducation and Experience Preferred:

nnnAssociate degree and a minimum of 2 years equivalent work experience, OR in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience, including a minimum of 2 years’ related experience.

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nnKnowledge of Secondary Marketing requirements.

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nnKnowledge of FHA/VA regulations.

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nnKnowledge of Bank products and services.

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nnStrong organizational skills with ability to manage multiple priorities.

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nnExcellent verbal and written communications skills.

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nnFlexible to travel within region and work overtime and/or flexible schedule as needed.

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n nPhysical Requirements:

nM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.68 - $36.13 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

nLocation

nBoston, Massachusetts, United States of America

nM&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Worksite address

boston, MA, 02298, US

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