Experience: Six months to two years of similar or related experience, including time spent in preparatory positions.

Education/Certifications/Licenses: A high school degree or GED is required.

Major Duties and Responsibilities

• Coordinate with clients and bank staff to collect information (financial and credit data) and provide support for loan related activity.
• Respond to telephone and written inquiries concerning loan processing and loan information.
• May work with loan processors to assist with pre-file loan processing which may include ordering title work, homeowner’s insurance, appraisals, verifications etc.
• Ensure compliance to applicable regulations and keep up to date on all changes in lending regulations and requirements.
• Assist in maintaining a calendar within the Residential Lending Department.
• Assist in all aspects of the origination process, including but not limited to red flags, customer information (CIF) setups, creating customers/loan in Synergy, TENA findings, e-recordings, scanning, and organizing loan files.
• Assist in preparing correspondence on behalf of the Residential Lending Department; read, research and route correspondence; draft letters and documents; collect and analyze information; and, as needed, assist with pipeline preparations.
• May include serving as Receptionist in a backup role.
• Assist with customer’s inquiries and banking needs.
• Attend and participate in training and bank meetings.
• Enter loans into origination system as needed.
• Work with correspondent bank officers, realtors, attorneys, brokers, and clients as necessary.
• Assist with loan file documentation preparation and quality control review.
• Assist in other areas of lending as needed.
• Provide and promote exceptional customer service.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.