Branch Administrative Assistant III

Guild Mortgage Company; Bellevue (WA); On-site; USD 24,796 - 37,195; Full time

Job summary

Guild Mortgage Company is seeking a Branch Administrative Assistant III to perform a broad range of clerical and customer service duties in support of the branch office. Under intermittent to low supervision, you will complete loan file audits, prepare reports, handle disclosures, coordinate with escrow and title companies, and assist senior managers.

The role requires high organization, excellent communication, 60–70 wpm typing, and proficiency with Word, Excel and PowerPoint in a fast-paced

Qualifications

• High school diploma or equivalent with 4+ years of admin experience.
• Mortgage lending or finance background preferred.
• Typing 60–70 wpm.
• Excellent verbal and written communication.
• Proficient with MS Word, Excel, PowerPoint.
• Strong organization and multitasking.
• Discretion and confidentiality essential.

Responsibilities

• Provide clerical support to branch processors and managers.
• Complete loan file audits and reconcile records.
• Print and mail disclosure documents.
• Coordinate with escrow and title companies.
• Monitor invoices and resolve discrepancies.
• Assist Branch Manager and Branch Operations Manager.
• Maintain office supplies and inventory.
• Troubleshoot basic office technology with IT.

Skills

Typing 60-70 wpm

Communication skills

Microsoft Word

Microsoft Excel

PowerPoint

Detail-oriented

Customer service

Multitasking

Discretion/confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Branch Administrative Assistant III plays an important role in the organization by performing a number of tasks related to the branch’s administrative functions. The role is primarily responsible, under intermittent to low supervision, for performing full administrative duties in support of the branch office by providing customer service, conducting research, preparing reports, handling information requests, ordering supplies and performing clerical functions such as preparing correspondence, copying, filing, faxing, and scheduling meetings.

Essential Functions

• Provide a high level of clerical assistance to Processors as needed, this may include completing special projects, compiling basic reports, ordering insurance, condo certificates, 4506s, FHA Case Numbers, LDP/GSAs, CAIVRs, any Bond Program items, subordination agreements, verifications, appraisals, title and escrow documents, etc.
• Complete loan file audits, reviewing files for accuracy and completeness; reconcile files with actions when needed, including cancelling files and maintaining records for required time periods.
• Print and mail disclosure documents.
• Contact escrow companies in regards to trailing items, tracking items and following up accordingly until all documents are received.
• Monitor, reconcile, and respond to appraisal and credit report invoice discrepancies.
• Provide assistance to Branch Manager and Branch Operations Manager as needed.
• Answer incoming calls, provide responsive and courteous service to callers by providing information or routing them to the appropriate party as needed.
• Collect, sort, and correctly distribute incoming mail and packages; log all packages per branch procedure.
• Assist in the preparation and delivery of mailings as needed.
• Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
• Partner with IT helpdesk and assist in the troubleshooting of basic office technology issues.
• Perform general clerical duties and office support, to include, but not limited to: photocopying, faxing, mail distribution and filing.
• Make copies and prepare other deliverables for meetings and marketing campaigns.
• Maintain a tidy and comfortable office space by picking up waste, watering plants, tidying kitchen area, refreshing magazines, etc.
• Compose, type, and distribute correspondence and memos.
• Coordinate events, meetings, and conferences with cross-functional departments; prepare agendas and set-up meeting facilities as needed.
• Create and update forms for file flow and efficiency.
• Perform other duties as assigned.

Qualifications

• High school diploma or equivalent preferred, along with a minimum of four years' experience in an administrative assistant related role(s).
• Prior experience in Mortgage lending, Finance, or similar field strongly preferred.
• Prior experience processing or originating loans helpful and strongly preferred.
• Ability to type 60-70 wpm.
• Passionate about delivering excellence in customer service.
• High levels of diplomacy, tact, and confidentiality a must.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, Microsoft Word, Excel and PowerPoint required.
• Ability to organize and manage multiple priorities simultaneously.
• Excellent verbal and written communication required; excellent spelling, grammar, and punctuation skills.
• Self-motivated with a strong attention to detail.

Company Required Skills

• Excellent verbal and written communication skills required.
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
• Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
• Commitment to company values.
• Customer Service - Proactive attention to each person
• Integrity - Do and say what's right
• Respect - Treat others with dignity
• Collaboration - Listen and work together
• Learning - Seek knowledge and strive for improvement
• Excellence – Deliver the unexpected

Supervision

• Intermittent to low supervision required, depending on experience
• Apply sound judgment in execution of core job responsibilities

Requirements

• Physical: Work is primarily sedentary: general office mobility. The position requires the ability to occasionally lift office equipment and supplies weighing up to 20 pounds.

Manual Dexterity: Frequent use of computer keyboard and mouse.

Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Statement

This document describes the general content and identifies essential functions and requirements for performing this position. It is not intended to be an exhaustive statement of duties, responsibilities, or requirements. Guild Mortgage complies with the ADA and considers reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential job functions. Employment with Guild Mortgage is “at-will,” meaning that either the Company or an employee may terminate the employment relationship at any time, with or without cause, advance notice or stated justification.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

Target Salary Range: $17.70 - $26.51

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.