Mortgage Loan Assistant

1 month ago


Raleigh, North Carolina, United States Self-Help Full time
About Self-Help

Self-Help is a nonprofit organization dedicated to creating economic opportunity for underserved communities. We provide fair and affordable loans, as well as financial education and resources, to help individuals and families build wealth and achieve financial stability.

Job Summary

We are seeking a bilingual Mortgage Loan Assistant to join our team in Raleigh, North Carolina. The successful candidate will provide excellent customer care to mortgage loan applicants and realtors, and will assist with loan application processing, documentation, and closing.

Key Responsibilities
  • Track outstanding items with mortgage applications and follow up with borrowers to ensure timely receipt of necessary documentation.
  • Upload loan files into the loan origination system.
  • Maintain effective communication with applicants, third parties, and internal staff on loan status, follow-up, and documentation requests.
  • Assist mortgage loan officers and processors with related tasks.
  • Assist in the facilitation of closing loans with mortgage closers.
  • Compile and complete reports as assigned.
  • Work with mortgage loan processors on loan applications in accordance with policies and procedures.
  • Monitor workflow to ensure timely processing of loans.
  • Actively cross-sell Credit Union products and services.
Requirements
  • High School Diploma and 2 years of experience in customer service or equivalent related experience.
  • Fluency in English and Spanish required.
  • Strong commitment to Self-Help's mission and values.
  • Well-organized self-starter with strong communications and computer skills.
  • Knowledge and understanding of related legal and regulatory standards and required loan documentation.
  • Proficiency with Word, Excel, and PowerPoint.
What We Offer

Competitive nonprofit compensation, based on experience, plus a generous benefits package. Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, military and veteran status, class or family status.



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