Mortgage Loan Assistant

MORTGAGE /CUSTOMER RELATIONS   

• Track all outstanding items with mortgage application or file and follow up with borrowers to ensure timely receipt of necessary documentation  

• Maintain effective communication with applicants, third parties and internal staff on loan status, follow up and/or documentation requests, loan completion and funding of loans  

• Assist in the facilitation of closing loans with mortgage closers     

• Work with mortgage loan processors on loan applications in accordance with policies and procedures  

• Monitor workflow to assure timely processing of loans  

• Actively cross-sell Credit Union products and services  

ADMINISTRATIVE  

• Upload loan files into loan origination system  

• Assist mortgage loan officer and processors with other related or administrative tasks  

• Compile and complete reports as assigned   

OTHER 

  Assist and support management by performing other duties as assigned  

What You'll Need:

• High School Diploma (or equivalent); Bachelor’s degree preferred.  

• Bilingual fluency required (English/Spanish).  

• 2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union.  

• Working knowledge of mortgage loans and Federal regulations preferred.  

• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities. 

• Preference for working in organizations that place priority on teamwork and collaboration 

• Ability and willingness to work beyond normal work hours, as needed. 

• Strong written and verbal communication skills.  

• Excellent interpersonal skills and initiative.  

• Knowledge and understanding of related legal and regulatory standards and  loan documentation.   

• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other offices procedures and terminology.  

• Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry.   

• Ability to effectively plan and prioritize work.  

• Ability to form and maintain strong relationships with internal and external customers.  

• Proficiency with Microsoft Word, Excel.     

• Ability to demonstrate Self-Help's Core Values: