Job Description

Loan Team Assistant

Under supervision and management of the loan officer, this position helps build a team with the goal of growing and expanding the team's business while ensuring the highest possible level of customer service to the team's clients.

Primary Duties:

• Assist loan officer in managing new and existing loan volume.
• Assist the loan officer with marketing their services.
• Maintain customer database and assist in marketing to previous mortgage customer to increase volume.
• Assist and maintain contact with clients, realtors, builders and others to maintain and deepen relationships to foster new business opportunities.
• Keep informed of the trends and developments in the general real estate industry as well as the changing rules and regulations pertaining to all 1st mortgage origination.
• Provide high level of assistance to internal and external customers in person and on the phone.
• Review all documents for completeness and compliance with investor requirements.
• Follow up on missing documents.
• Maintain comprehensive understanding of the loan origination process and all functions within the processing and closing departments.
• Ensure adherence to lending compliance requirements and internal procedures.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Perform other duties as assigned.

Job Skills Required:

• Minimum of two years of mortgage banking experience.
• Working knowledge of standard loan products in the industry and familiarity with underwriting guidelines.
• Skills specific to mortgage origination and processing preferred.
• Excellent customer service and communication skills.
• Ability to work with Bell systems and procedures.
• Ability to support the loan officer in technology.
• Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.
• Bell Bank provides competitive compensation and an excellent benefits package.

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