Jacksonville, FL30+ days ago
Work directly with private bankers and clients to gather information and complete mortgage and HELOC applications, answer client questions, and provide guidance on lending products, documentation, and timelines Maintain and monitor the lending pipeline to ensure timely progression of applications and track key milestones and proactively follow up with clients and internal teams Collect and verify required documentation, income, assets, property details, and coordinate with credit and underwriting teams to ensure accurate and timely decisions Prepare and deliver initial and subsequent disclosure packages in compliance with regulatory requirements (TRID, RESPA, etc.) Prepare closing packages and liaise with attorneys, title companies, and clients, and ensure compliance with regulatory and internal requirements throughout the closing process Handle client inquiries related to payments, statements, and account maintenance, manage renewals, modifications, and payoff requests as needed. A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model allowing for in-office work, from home flexibility, generous vacation, personal, and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages, including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs.