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Job description
Loan Team AssistantUnder supervision and management of the loan officer, this position helps build a team with the goal of growing and expanding the team's business while ensuring the highest possible level of customer service to the team's clients.Primary Duties:Assist loan officer in managing new and existing loan volume.Assist the loan officer with marketing their services.Maintain customer database and assist in marketing to previous mortgage customer to increase volume.Assist and maintain contact with clients, realtors, builders and others to maintain and deepen relationships to foster new business opportunities.Keep informed of the trends and developments in the general real estate industry as well as the changing rules and regulations pertaining to all 1st mortgage origination.Provide high level of assistance to internal and external customers in person and on the phone.Review all documents for completeness and compliance with investor requirements.Follow up on missing documents.Maintain comprehensive understanding of the loan origination process and all functions within the processing and closing departments.Ensure adherence to lending compliance requirements and internal procedures.Know by name and face as many customers and employees as possible, calling them by name as often as possible.Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.Know, understand, and live the company values and bottom line.Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.Perform other duties as assigned.Job Skills Required:Minimum of two years of mortgage banking experience.Working knowledge of standard loan products in the industry and familiarity with underwriting guidelines.Skills specific to mortgage origination and processing preferred.Excellent customer service and communication skills.Ability to work with Bell systems and procedures.Ability to support the loan officer in technology.Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.Bell Bank provides competitive compensation and an excellent benefits package.
Worksite address
sarasota, FL, 34230, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.