Description:
Primary Responsibilities:
- Assists Loan Originators with administrative support functions.
- Acts as liaison between Loan Originator, Loan Processor, Closing Department, customer and third parties.
- Ensures loan application packages are complete and accurate.
- Requests, follows up, gathers, reviews, and organizes pending financial and loan related information for submission to portfolio underwriters, Secondary Mortgage Market investors and the Closing Department.
- Assists in retrieving and saving client information including mailing and emailing documents, preparing correspondence, making copies of borrower information as requested, filing, scanning, etc.
- Coordinates, processes, and documents construction draw requests with borrower, builder, appraiser, draw inspectors, lender, and accounting department.
- Ensures deadlines for contract closing, rate locks, and construction periods are met within the lending department’s control.
- Provides an outstanding prompt and courteous customer experience while always communicating in a professional, warm, and friendly manner.
- Maintains status reports of loans in process and reviews with assigned loan originator and/or manager.
- Understands and applies Farm Credit regulations, policies, procedures, and products well enough to recognize opportunities and/or problems and either handle or rise to manager’s attention.
- Energized by variety, service-oriented and is fast and accurate.
- Manages conflict and navigates conversations with internal and external customers using tact and diplomacy.
- Radiates a professional image in all internal/external interactions.
- Provides backup support to the Loan Originators.
- Performs other projects and duties as assigned by manager.
The ideal candidate will:
- Have exceptional follow-up, time management, problem solving, interpersonal and communication skills.
- Be self-motivated, a team player, dependable, versatile, organized, fast but accurate, technology-oriented, an early adopter of change and coachable.
- Have 2-3 years of experience with Fannie Mae, working in various systems such as BytePro, Encompass, CRM, nCino and/or Desktop Underwriter as well as having knowledge related to real estate, home lending and/or the construction industry.
- 2 years customer service experience required.
- The salary range for the position is $37,000 - $44,900 and up to 9% employer contribution to your 401K as part of a full benefit package. Proficient in English and Bilingual in Spanish is a plus. This position is not eligible for remote work.