Description
- Provides administrative assistance to the residential loan officer and staff, including updating loan data for entry into the financial institution’s computers and assembling documentation for residential loans.
- Ensures that residential loan files contain documents with proper signatures, dates and other relevant data.
- Assembles and verifies accuracy of residential loan documentation.
- Checks documents for proper vesting, legal descriptions, closing dates and signatures.
- Maintains new and paid residential loan files. Performs a variety of clerical duties requiring knowledge of departmental procedures. Uses office computers for data input and other activities and orders credit reports
- Answers telephone and written inquiries concerning loan processing and information.
- Cross-markets financial institution residential loan products and services as appropriate.
- Assists other departments on a temporary basis as needed during peak hours.
- Remain compliant with bank guidelines, policies, procedures, regulatory and BSA requirements.
- Good communication skills, good computer skills, accuracy, flexibility, ability to handle high stress situations, regular and predictable attendance, exercise discretion and good judgment, follow instructions.
- Reasonable accommodation will be provided to qualified individuals with disabilities.
Requirements
- High school diploma or equivalent.
- Six months to one year of experience in an office environment.
- Successful completion of in-house training program (if available) or approved outside training program.
- Good understanding of financial institution products and services.