Mortgage Loan Assistant

Job description

Summary The Mortgage Loan Assistant serves as a Bank representative for assigned Mortgage Loan Officer on mortgage-related inquiries, documentation needs, and mortgage product marketing activities. The Loan Assistant will liaise between prospective/existing clients and internal processing, closing and underwriting departments; manage client documentation and resolve inquiries and documentation needs to complete client file for mortgage re-finances and purchases; gather background information as required; partner with others to gain approval for loan applications based on analysis and company mortgage policies; with mortgage support staff to ensure timely response to client inquiries; provide support to Mortgage Loan Officers on loan marketing activities with the goal of expanding mortgage loan volume, markets, and sales channels. All activities are performed to ensure a standard of service excellence. The Mortgage Loan Assistant maintains the minimum levels of file quality and client service set by Bank management. Responsibilities: - Serves as main point of contact for incoming client inquiries as support for a Mortgage Banker. - Partners with internal processing, closing and unde...