Mortgage Loan Officer Assistant

1 week ago


Raleigh, North Carolina, United States TowneBank Full time

About TowneBank

TowneBank is a leading financial institution that values excellence in service, community involvement, and employee dedication. Our commitment to these principles has earned us a reputation as a trusted partner in the communities we serve.

Job Summary

The Mortgage Loan Officer Assistant plays a critical role in supporting the origination process, ensuring timely and accurate loan applications. This position requires strong organizational and communication skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities

  • Facilitate the completion of loan applications, including initial contact and follow-up with borrowers.
  • Take loan applications and gather necessary information for underwriting.
  • Provide support throughout the loan application process, including data entry and administrative tasks.
  • Assist the Mortgage Loan Officer with marketing and promotion of their business.
  • Communicate with borrowers, Loan Officer, and internal support staff in a professional and courteous manner.
  • Develop relationships with realtors, builders, and other referral sources.
  • Ensure compliance with Anti-Money Laundering (AML) regulations and the Bank Secrecy Act (BSA).

Requirements

  • Valid NMLS number
  • High School Diploma or equivalent
  • Excellent organizational, oral, and written communication skills
  • Ability to work in a fast-paced environment

Preferred Qualifications

  • Working knowledge of Microsoft Office Suite
  • Established relationships with real estate agents or other referral sources
  • Prior experience in customer service, sales, real estate, or mortgage banking

Physical Requirements

  • Express or exchange ideas through verbal communication
  • Exert up to pounds of force occasionally, use arms and legs, and sit most of the time
  • Have close visual acuity to perform tasks such as analyzing data and preparing documentation
  • Not substantially exposed to adverse environmental conditions


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