Community Development Mortgage Sales Assistant

2 months ago

Evansville, United States Old National Bank Full time

Overview:

Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

This position will assist Mortgage Loan Originators with a wide range of non-sales activities including client phone calls, documentation collection, mortgage application file preparation and interaction with mortgage processing for proper processing of the mortgage file. This role involves communication with other internal staff and departments (banking center staff, mortgage processing, etc.) and external contacts including real estate professionals, insurance agents and title companies will also be required.

Key Accountabilities

Assist Mortgage Loan Originators (MLO) with follow up on new loan applications. This includes:

  • Ensuring that all required documentation is received from the applicants before sending the file to the centralized processing group for processing of the file.
  • Following up with the processor and applicant for any missing or additional documentation needs
  • Preparing files to be sent to the centralized processing area including review of electronic file.

Assist MLOs with phone calls and other administrative functions including:

  • Greeting customers
  • Scheduling appointments for new applicants
  • Handle incoming telephone calls from clients and prospective clients, title companies, and loan processors.

Assist MLO with ensuring all loans are closed in a timely manner including:

  • Assisting the MLO with any follow up after a file has been reviewed by underwriting (clearing STIPS)
  • Ensuring that all required insurance documents are updated and received for the closing.
  • Working with processing, applicants (including sellers and realtors) and title companies to schedule all closings.

Key Competencies for Position

  • Attention to Detail: Completes work thoroughly and accurately; pursues quality in accomplishing tasks.
  • Communication: Effectively shares information and ideas with individuals and groups
  • Collaboration: Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
  • Planning and Organizing: Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
  • Technical Knowledge: Possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.

Qualifications and Education Requirements

  • A minimum of 1 year of prior administrative experience; prior mortgage product experience a plus
  • High School diploma, GED or equivalent
  • Proficiency with Microsoft Word, Outlook and Excel
  • Prior knowledge of lending and mortgage industry-specific software a plus
  • Strong communication skills (written and verbal)
  • Self-motivated with organizational skills and attention to detail
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team

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