Bilingual Mortgage Loan Assistant

First United Bank; Fort Worth (TX); On-site; USD 38,000 - 58,000; Full time

Job summary

First United Bank is seeking a Bilingual Mortgage Loan Assistant to help originate and close mortgage loans in the Fort Worth area. You will cross-sell bank products, work with staff to promote FUB, and collect thorough loan applications.

You will analyze applicant information, pre-qualify options, pull and verify credit, and assist in preparing disclosures and documents for processing. The role emphasizes customer service, ethics, and adherence to policies, with opportunities to join a team

Qualifications

• High School diploma or GED required.
• Prefer one year experience in mortgage lending environment.
• Bilingual in Spanish and/or Vietnamese preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Cross sells First United Bank products and services to borrowers and other customers.
• Works with assigned bank personnel to promote First United Bank in assigned markets.
• Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program.
• Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.
• Assists in the determination of the correct loan options for the borrower based on the applicant's situation and plans.
• Assists in submitting loan applications, income/asset verification documents, disclosures and forms to processing.

Skills

Bilingual Spanish

Bilingual Vietnamese

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Independent worker

Education

High School diploma or GED

Job description

Bilingual Mortgage Loan Assistant

All Work: Assistant primarily responsible for assisting in the origination and closing of mortgage loans.

Job Summary

This position is responsible for cross-selling First United Bank products and services to borrowers and other customers, working with assigned bank personnel to promote FUB in assigned markets, taking thorough and complete loan applications, and analyzing and pre‑qualifying applicant information to determine viability of the client’s desired loan program.

Major Duties And Responsibilities (essential Functions)

• Cross sells First United Bank products and services to borrowers and other customers.
• Works with assigned bank personnel to promote FUB in assigned markets.
• Takes thorough and complete loan applications; analyzes and pre‑qualifies applicant information to determine viability of the client's desired loan program.
• Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.
• Assists in the determination of the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product.
• Assists in the submission of the loan applications, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters and executed application forms to processing.
• Meets minimum expectations for First United’s best practices and production standards.
• Attends production meetings as necessary.
• Provides exceptional customer service, maintains high ethical standards, and ensures compliance with every borrower.

Additional Duties And Responsibilities

• Performs other duties as requested by Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.
• Dresses professionally.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High School diploma or equivalent (GED) required.
• Prefer one year experience in mortgage lending environment.

Technical/Functional Competencies

• Possession of strong organizational skills.
• Bilingual in Spanish and/or Vietnamese preferred.
• Excellent verbal and written communication skills.
• Exceptional interpersonal communication skills.
• Ability to work independently on assigned tasks as well as to accept direction on given assignments.

NOTE: This job description is not intended to be all‑inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations

Dallas‑Uptown, Ft. Worth Mortgage 2, Plano‑Parkwood, Rockwall Mortgage, Southlake Mortgage

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.