Retail​/Mortgage Loan Assistant

The Opportunity

As a Retail/Mortgage Loan Assistant, you’ll play a key role and work closely with the team to deliver exceptional service and ensure a smooth, accurate, and efficient experience for every customer. Your attention to detail and commitment to excellence will help maintain compliance, strengthen customer relationships, and support the success of our lending team.

• Process and Activate loans to Navigator as assigned.
• Prepare mortgage releases/title lien releases/track titles.
• Manage escrow account payments and analysis for taxes and insurance.
• File Maintenance/Tickler updates.
• Use Laser Pro to produce loan documents.
• Process cash advances/loan payments.
• Assist customers with loan advances and payoffs.
• CIP, Onboard Advisor for new loan customers.
• Assist loan officers with underwriting consumer loans and pulling credit reports.
• Review real estate files for final documents.
• Answer bank phone line in prompt, friendly manner
• Mail and review daily loan notices and track past due loans.
• Scan and complete digital files.

• Education:
  
  One year of college or technical school, or equivalent experience.
• Technical:
  Proficient in Microsoft Excel and Word; familiar with loan processing software (e.g., Navigator, Laser Pro); skilled in managing digital filing systems.
• Soft Skills:
  
  Detail-oriented, organized, strong communication and customer service abilities; collaborative team player; problem-solving skills.
• Other:
  Sound judgment, ability to follow instructions, and willingness to take on additional duties.

• Healthcare (medical, vision, dental)
• Competitive Compensation
• Community Involvement Incentives
• Flexible work hours
• Paid Vacation & Sick leave
• Paid Holidays
• 401(k) with matching contribution
• Team Building Activities
• Apparel Reimbursement

• Integrity
• Dedicated
• Community
• Caring
• Innovative

Member FDIC I Equal Opportunity Employer I Affiant