Job Description
*EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING*
WHAT IS THE OPPORTUNITY?
An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience. The LOA is primarily responsible for daily pipeline management, basic communication with the customer and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items.Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Assist the mortgage loan officer with the day-to-day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence.
* Prepare and review loan applications and documentations to ensure accuracy and completeness before submission to underwriting
* Provide exceptional customer service by addressing client questions and concerns throughout the loan process. Assist clients in understanding the mortgage process and the documentation required comments sharing they feel supported and informed throughout.
* organize and maintain files, records, and databases related to the mortgage loan applications
* Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments.
* Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan.
* Provide ongoing support for compliance with all applicable laws, regulations and administrative duties.
* Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan.
* Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 year of Customer Service experience or financial experience
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail.
* Utilizes independent judgment under general supervision.
* May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents.
* Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered.
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Job Tags
Similar Jobs
Southeast Airport Services, Inc.
...UNARMED SECURITY GUARD (Tampa) UNARMED Security Guard: Job Scope/Overview Our unarmed Security Officers are responsible for day-to-day security of employees and other individuals passing through secured screening locations that are opened 24-hours a day covered...
Paramount Recovery Service
...customer partners the confidence of unparalleled professionalism in lender solutions. We are seeking highly motivated Camera Car Drivers to join our team. The successful candidate will be responsible locating vehicles and coordinating with Recovery Agents. Pay is hourly...
Managed Labor Solutions
...working outside an office and are passionate about driving late-model cars? Need a flexible schedule plus access to DailyPay? Managed Labor... ...hire committed and efficient people to work as Rental Car Fleet drivers for our partners' airport locations. What you'll be doing:...
Sight & Sound Productions
...you have a passion for creating events and making long-lasting memories for your clients? Sight & Sound Productions is seeking an Event Project Manager focusing on audio-visual production! What is in it for you Paid time off Medical, Dental and Vision Insurance,...
Pacific Aviation
...come first? If so, Pacific Aviation wants YOU on our team as an Airline Customer Service Agent at the Seattle - Tacoma International Airport... ...to ensure compliance at all times. Team Collaboration: Work closely with your team to create a seamless airport experience for...