Mortgage Administrative Assistant
3 weeks ago
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.
- 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
- Manage and coordinate business travel.
- Assist with communications from Executive Management to the company.
- 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
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.
- 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
- 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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