Mortgage Loan Assistant II
2 days ago
This role supports Mortgage Loan Officers in providing exceptional customer service and coordinating with Mortgage Processors to ensure seamless mortgage loan processing.
Responsibilities include:
- Assisting with customer interviews and managing mortgage loans to ensure compliance with established lending requirements and criteria.
- Coordinating with Loan Officers and Specialists to provide quality customer service and resolve issues.
- Managing pipeline volumes to ensure timely mortgage loan applications and tracking withdrawn and denied files.
- Preparing preapproval letters, mortgage loan application documents, and TRID disclosures for customers.
- Managing Mortgage Returns and Synapsys CRM systems and sending correspondence to realtors, customers, and prospects as directed by loan officers.
- Assisting with answering phone calls, scheduling appointments, and coordinating closings with title companies, borrowers, realtors, loan officers, and specialists.
- Providing exceptional customer service from origination through closing and having a strong working knowledge of secondary market investors, insurers, and their guidelines.
- Attending team meetings and training seminars as deemed appropriate by the supervisor and adhering to FBT policies and procedures.
Compensation Grade: Hourly Grade 5
BankEasy is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran.
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