SUMMARY & PURPOSE OF POSITION:

PRIMARY POSITION-SPECIFIC RESPONSIBILITIES:

• Assist Loan Officer in general administrative and clerical duties;
• Obtain loan documentation once loan application is received and ensure all documentation is completed accurately for Loan Officer to proceed to the next phase of processing;
• Schedule appointments, meetings, lunches, and etc. for the Loan Officer and clients;
• Assist with branch marketing efforts to generate leads;
• Complete other duties as assigned.

ESSESTIAL SKILLS AND EXPERIENCE:

• High School Diploma or equivalent required;
• Must have exceptional attention to detail and strong organizational skills;
• Must be dependable with meeting deadlines and managing time;
• Have an ability to work independently on multiple files simultaneously;
• Possess strong oral and written communication skills

PREFERRED EDUCATION/EXPERIENCE:

• Previous experience in the mortgage banking industry;

REPORTING TO THIS POSITION:

• No direct reports

PHYSICAL DEMANDS/ENVIRONMENT: