Loan Processing Assistant
About The Position
Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer’s unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let’s get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success.
Requirements
- High School diploma or equivalent required.
- Experience in use of Microsoft Office products (including Outlook, Teams, Excel & Word).
- Well-developed ability to manage multiple tasks/projects and deadlines simultaneously.
- Strong verbal and written communication skills.
- Effective time and resource management.
- Strong interpersonal skills.
Nice To Haves
- Associate’s degree or equivalent education in a business-related field preferred.
- At least one year of experience in a mortgage processing, origination and/or closing role preferred. Would consider candidates with progressively responsible customer facing retail banking experience.
- Experience preferred in use of ICE Encompass Loan Origination and Point-of-sale software.
Responsibilities
- Reviews all documentation received for completeness and ensures that appropriate data and documentation are entered in the loan origination system.
- Communicates with loan processor regarding documentation needed to process the loan and maintain effective follow up to ensure receipt of needed documents.
- Assists loan processor to gather information to clear underwriting conditions. Responds to inquiries and follows up with key individuals promptly to resolve problems.
- Communicates directly with loan officer, loan processor, closer, title companies and insurance companies to ensure that loans close in a timely manner.
- Communicates directly with loan applicants to ensure success with point-of-sale application tools and viewing electronic documents.
- Stays up to date on all current, applicable industry standards.
- Maintains complete and accurate information within the loan processing system while effectively managing a high volume of loans.
- Assists in reviewing or ensuring proper documentation or procedures or output of more complex activities.
- Provides assistance and coverage for loan processing and/or loan closing as requested.
- Assumes additional responsibilities as requested.
Benefits
- A competitive salary with performance-based incentives.
- Comprehensive medical with deductible reimbursement, dental, and vision coverage.
- An employer matching 401k plan.
- Training and professional development opportunities, including tuition reimbursement.
- Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
