Mortgage Assistant Qualities of a successful candidate include: Must be a mature, responsible individual with a professional appearance, be dependable and take pride in their work. Attention to detail is a must in this position General PC knowledge and the Internet is required, must be capable of accurate typing, and learning various computer software programs. Familiarization with loan documentation requirements is helpful; however, loan documentation will be under the supervision of a Mortgage Banker so detailed knowledge is not a mandatory prerequisite. Must enjoy helping customers and fellow employees. Must be trustworthy and maintain a high level of confidentiality. Must be able to multi-task and work under stress and pressure Must be able to communicate effectively, get along with co-workers and deal with colleagues effectively and professionally. Responsibilities of this position include (but not limited to): To assure that quality service be given to the Mortgage Banker and their customers. When the Mortgage Banker is unavailable to help a customer, a Mortgage Assistant does whatever is necessary to ensure this customer gets high quality service. Confirms Appointments. Schedules closings. Research status of various permits. Data base clean-up. Makes various loan paperwork copies and then scans into master loan file. Types closing letters to customers and may purchase thank you gifts. Must be able to communicate effectively, get along with co-workers and deal with colleagues effectively and professionally. We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing. Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team. Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.
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Career Level
Entry Level
Education Level
No Education Listed