Mortgage Assistant

Wilson Bank & Trust•Lebanon, TN

About The Position

Be the Guide for Life’s Big Decisions Imagine sitting across from a family ready to buy their first home or a business owner planning to expand. In a Lending role at Wilson Bank & Trust, you’re more than a banker—you’re a trusted friend who helps turn dreams into reality. Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business. You’ll build relationships that go beyond transactions, becoming the person customers rely on for clarity and confidence in complex financial decisions. Over time, you’ll see those dreams come to life—homes filled with laughter, businesses thriving in your community—and know you played a part in it. It’s about being a cornerstone in your community, offering expertise and empathy while partnering with teams across the bank to deliver solutions that matter. Your career grows alongside the people you serve, and together, you’ll write stories of progress and possibility that last for generations. Position Summary The Mortgage Assistant I provides administrative and operational support to the mortgage lending team. This position assists customers with the loan application process, follows up on outstanding needs, and prepares documents and disclosures to facilitate the closing process. The Mortgage Assistant I reports to the Mortgage Division President and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Requirements

High School diploma or GED
Proficient with Microsoft Office to include Excel
Proficient with mortgage software and documentation systems
Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
Effective verbal and written communication skills
Excellent interpersonal skills
Analytical ability
Critical thinking and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged

Nice To Haves

2 years of previous mortgage experience preferred
Knowledge of mortgage regulations, compliance and industry best practices preferred

Responsibilities

Provide administrative and operational support for the mortgage lending team within a designated region
Assist customers with the loan application process to including collecting required documentation and facilitating completeness and accuracy
Respond to customer issues or concerns, recognizing when escalation is needed to improve the customer experience
Organize and maintain loan documentation, verifying files are complete, current, and compliant with regulatory requirements, internal policies and industry best practices
Collaborate with underwriters, processors, and lenders to confirm requirements for loan approval are met
Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams, maintaining effective communication throughout the loan process
Manage appointment schedules for lenders and assist in coordinating meetings and loan closings
Generate and maintain reports to monitor the status of loan applications, identify potential issues, and support decision making
Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
Attend training as requested
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Perform other duties as assigned