Mortgage Assistant

Johnson Financial Group•Brookfield, WI

About The Position

The Mortgage Assistant provides administrative and sales support to Mortgage Loan Officers within assigned Region(s) to maximize overall production efficiency and increase the level of client satisfaction.

Requirements

Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act.
Minimum 2 years of administrative/customer service experience.
Prior experience working in a professional office environment.
Proficient with Microsoft Office.
Must be comfortable and able to work in a fast-paced environment.
Strong organizational, interpersonal, written and verbal communication skills required.

Nice To Haves

Mortgage or real estate experience and exposure to residential loan origination in a banking environment preferred.

Responsibilities

Provide overall administrative support to the Mortgage Loan Officer and their Processing partner on loan origination tasks.
Assist with preparing and/or distributing various marketing materials.
Review and maintain loan officer pipelines for Reg. B compliance, 120/180 day reporting, rate lock expirations, withdrawn/rejected files and other pipeline management as required to meet compliance/regulatory requirements.
Provide Mortgage documents as requested to other line of business partners using the Open/Close system.
Assist as needed with various networking events; i.e.: Parade of Homes, etc.
Schedule/coordinate loan closings with loan officers, realtors, closing agents, etc.
Act as contact person ensuring pipeline management when loan officers are out of the office.
May act as communication liaison with all parties involved in mortgage transactions.
May assist Loan Officer in preparing and submitting loans to underwriting.
Make copies, scan files and or fax documents as required by loan officer.
Updating databases as required.
Assist Mortgage Loan Officer with social media posts
Assist Mortgage Loan Officer with SureFire media deployment