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M&T Bank

Loan Officer Assistant (SAFE Act)

lake oswego, OR

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Job description

Overview:

nActs in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act.

nPrimary Responsibilities:

nnnAssist Loan Officer in developing and managing a referral source, prospect and customer base.

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nnAssist Loan Officer in developing and implementing marketing/sales support programs to develop new business.

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nnInteract with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate.

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nnProvide follow-up on loan conditions as required by commitment letter.

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nnInteract with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames.

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nnServe as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner.

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nnMaintain and organize current and required loan documents for all loan programs as needed.

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nnTake loan applications as necessary and input loan data into processing system via laptop.

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nnAssist Loan Officer in providing required reporting as needed.

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nnAdhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

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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 nScope of Responsibilities:

nIncumbent works under general supervision.

nIn many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing.

nResponsibility to establish and maintain federal registration requirements outlined in the SAFE Act.

nAnswer customer phone calls in courteous and professional manner.

nSupervisory/Managerial Responsibilities:

nNot Applicable.

nEducation and Experience Required:

nHigh school diploma (or equivalent) or equivalent work experience.

nKnowledge of Secondary Marketing requirements.

nKnowledge of FHA/VA regulations.

nKnowledge of Bank products and services.

nStrong organizational skills with ability to manage multiple priorities.

nExcellent verbal and written communications skills.

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

nEducation and Experience Preferred:

nPrior mortgage experience.

nKnowledge of software utilized by department.

nKnowledge of Bank products and services.

nM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

nLocation

nLake Oswego, Oregon, United States of America

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

Worksite address

lake oswego, OR, 97034, US

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