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This role supports the Residential Lending Department of a financial institution, focusing on administrative and operational tasks related to mortgage loans. Ideal candidates will have experience in the financial services industry, particularly in residential lending, and possess strong organizational and communication skills. This position offers an opportunity to contribute to a collaborative team in a fast-paced environment.
Job Responsibility:
Organize and maintain residential loan files, ensuring all documentation is complete and compliant with internal policies
Prepare standard customer documents and correspondence using established templates
Provide updates to customers and team members regarding loan status, missing items, and inquiries
Coordinate with third parties to secure required documentation, such as verifications and payoffs
Assist loan processors and officers with administrative tasks, including updating tracking tools and shared file platforms
Generate disclosures, letters, and forms for customer review and ensure accuracy in all document preparation
Follow up with external partners, such as appraisers and attorneys, to ensure timely receipt of necessary reports
Monitor outstanding items and escalate delays to maintain efficient processing timelines
Support compliance and audit readiness by ensuring proper documentation storage and organization
Maintain a service-oriented approach in communication with internal and external stakeholders
Requirements:
Previous experience in banking, mortgage, or financial services is preferred
Exceptional organizational skills with a keen attention to detail
Ability to handle multiple tasks and meet deadlines in a fast-paced environment
Proficiency in Microsoft Excel and shared file platforms such as OneDrive or ShareFile
Strong written and verbal communication abilities
Familiarity with residential mortgage terminology and documentation is a plus
Experience with loan origination systems or document management platforms is beneficial
Ability to maintain confidentiality and manage sensitive information effectively
Nice to have:
Familiarity with residential mortgage terminology and documentation
Experience with loan origination systems or document management platforms
What we offer:
medical, vision, dental, and life and disability insurance