Mortgage Administrative Assistant

3 weeks ago


Charleston, United States University Bancorp Full time
General Job Summary

The Administrative Assistant, assists and enhances the work flow for the current, and not limited to, the following departments at University Lending Group; Executive Management, Marketing and Accounting.

Summary of Essential Job Functions

Marketing
  • Assist in creation of communications to the ULG offices, including ranking reports, monthly newsletters and contest updates.
  • Assist in the ordering of promo items and external print jobs, including price quotes, ordering, following up on the order, and invoice verification and submission.
  • Assist in travel coordination for employee's business trips including hotel reservations, flight plan pricing, and car rentals.
  • Assist in coordination of meetings, such as date, time, meals, promotional items such as door prizes, gift baskets and track meeting attendance.
  • Create and maintain marketing project files.
Accounting
  • File and Maintain invoices and customer deposits.
  • Order and maintain branch office supplies
  • Submit and track invoices for office expenses, repairs etc.
  • Assist with employee expense reimbursement submissions
Executive Management
  • Manage and coordinate business travel.
  • Assist with communications from Executive Management to the company.
Other Job Functions
  • All other duties as assigned by management such as:
  • Assists the Loan Officers with data input for loan originations, prequalification's, credit, setting up files in the S drive and any other function of new loan set up.
  • Liaison with processing, underwriting and sales to effectively communicate 7 step emails
  • Upload and label documentation into the S drive such as documentation received by customer, sales contracts, mortgage insurance quotes, etc.
  • Assist loan officers and processing team with collection of loan related invoices that must be included on final CD
  • Order third party items such as title insurance and HOI and assists processor in gathering loan conditions as needed
  • In the absence of Sale Manager, insures branch office is operational during scheduled work hours
Working Environment

Primary working environment is within an indoor climate-controlled office space. Employee may be subject to florescent lighting, dust, and other normal indoor-allergens. Employee will work in close proximity of coworkers and occasionally independently in quiet environments.

Requirements

Education, Training and Work Experience
  • High School diploma or GED
  • Previous office and clerical work experience required
  • Previous mortgage experience required.
  • Previous mortgage construction experience highly preferred.
Knowledge, Skills and Abilities
  • Maintain & foster positive relationships with customers and business partners
  • Complete all assigned training in a timely manner
  • Excellent organizational and time management skills
  • Excellent communication skills (written and oral)
  • Ability to prioritize
  • Ability to work with highly confidential information
  • Ability to follow instructions
  • Ability to work well with others
  • Ability to work under pressure
Physical Requirements
  • Able to lift up to 20 pounds
  • Extended periods of sitting (at computer desk)
  • Complete repetitive tasks (including operation of computer mouse/keyboard)

** The salary range for this role takes into consideration a wide range of factors including but not limited to the duties of the role, experience, location, and certificates and/or education. The target hourly wage for this position is between $19.00 - $22.00 plus a per file incentive. We also offer a comprehensive benefit plan including a generous PTO structure, 401K with an employer match as well as cash bonus and employee stock option plans. **

**University Bank is an Equal Opportunity / Affirmative Action Employer**

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