Administrative Assistant I

Overview

Reports To: Varies by location

Primary Functions: Provide administrative support to production branch personnel.

Duties and Responsibilities:

Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers. Photocopy documentation supplied by the borrower; income tax returns, paycheck stubs, bank statements, etc. Receive, sort and distribute incoming faxes. Provide support to branch by maintaining ongoing communication with client base and real estate agents. Perform tasks directly or indirectly related to marketing and advertising. Maintain a basic knowledge of computer programs; i.e., Symitar, Mortstart, Microsoft Office, Desktop Underwriter, particularly Word, Excel, and Access, Microsoft Publisher, and new software as it becomes available or needed. Arrange for the pick up and delivery of documents, brochures, loan packages, and other miscellaneous items as needed. Act as receptionist for the company; respond to routine inquiries. Assist visitors or direct them to appropriate individuals. Coordinate appointments as required. Receive and transmit messages from callers to the responsible party and from employees to clients. Maintain a variety of control and documentation logs and records as necessary; distribute data to other users as required. Responsible for ordering, receiving and the inventory of supplies, materials and forms. Catalog forms, documents and supplies for the purpose of inventory control. Coordinate all systems and hardware related issues, functioning as IT Liaison. Assist VP Mortgage Operations with operations staffs which are located within production branch. Perform other duties as assigned.

Qualifications

Education: High School graduate or equivalent.

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Proficiency at typing and a knowledge of office machines. Two years general office experience which includes direct customer contact. Math aptitude or one year experience mortgage loan related field preferred. Personal computer skills required and the ability to quickly learn the mortgage origination related programs. Must be self-motivated, resourceful, and possess good organizational and communication skills, and demonstrate the ability to get along well with the public. Must have the ability to accomplish assigned tasks with minimum or no supervision within an established time frame.

Tenure: Administrative Assistant II (Category 13), requires nine months tenure in the Administrative Assistant I (Category 14) position with performance that meets or exceeds expectations. Administrative Assistant III (Category 12), requires one year tenure in the Administrative Assistant II (Category 13) position with performance that meets or exceeds expectations. Directly related work experience and/or accelerated training completed may be substituted for tenure.

Compensation

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

Salary Pay Range: 12

$53,226 - $81,405 annually

Salary Pay Range: 13

$49,284 - $73,391 annually

Salary Pay Range: 14

$45,633 - $66,624 annually

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
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Equal Opportunity Employer