Mortgage Lending Assistant

City BankEl Paso, TX
Onsite

About The Position

Responsible for performing a variety of services for our customers in a timely and professional manner, as well as the preparation of new loans and the maintenance of existing loans.

Requirements

  • Attention to detail and excellent communication skills are required.

Responsibilities

  • Represent the bank to the customer in a courteous and professional manner.
  • Furnish prompt, efficient, and accurate service.
  • Maintain work area in a clean, neat, and professional appearance.
  • Greeting customers.
  • Meeting with customers, taking application and pulling credit when LO is not available.
  • Complete items on Processing Flow sheet, including ordering the following; tax transcripts, flood cert, insurance, USPS search, appraisal, Patriot Act, VOD, VOE, VOR, FHA Case #, LPD/GSAs, loan payoff, Rapid Reporting, MERS, survey, and final inspection.
  • Work directly with LO, and when LO is unavailable, take phone calls, answer mortgage questions or questions on specific files.
  • Call realtors with questions that arise on specific files.
  • Act as replacement to LO when he/she is out for extended or short periods of time.
  • Set appointments or confirm appointments on refinances / purchases.
  • Manage files before, during, and after closing.
  • Assist or prepare Adverse Actions as needed.
  • File/manage closed files. Box these files up for storage.
  • Post closing follow-up.
  • Write Thank You notes and Christmas cards.
  • Scan files.
  • Exchange information with Realtors, Title Companies, and buyers to get file ready for the Processor.
  • Research and resolve delinquent appraisal issues.
  • Scan appraisal bills and other invoices to be paid.
  • Order any necessary VA documents, as needed.
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