Lending Advisor Associate

Jobtailor; California (MO); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor seeks a Mortgage Lending Support Specialist to assist Sr. Lending Advisors with complex transactions and loan workflows. You will manage the loan pipeline, track milestones, collect documents, and ensure timely funding and closings while coordinating with sales and operations teams.

Proficiency with Encompass LOS and MS Office is required, along with solid communication and problem-solving skills to support a high-volume mortgage operations environment.

Qualifications

• High School or GED required.
• 3 years minimum Mortgage Lending, Banking experience required.
• Associate's Degree preferred.
• Additional experience may be considered in lieu of degree.

Responsibilities

• Provide support to the Sr. Lending Advisor Team, assisting with complex transactions.
• Serve as first level support for the Sr. Lending Advisor and sales team on inquiries.
• Assist assigned Sr. Lending Advisors.
• Monitor and manage loan pipeline, track progress and ensure milestones and contingencies are met.
• Work on loan conditions with Sr. Lending Advisors.
• Provide input and guidance on workflow uncertainties and clarify processes as needed.
• Facilitate communication between sales and operations teams.
• Support Sr. Lending Advisors and Sales team with customer contact on conditions, milestones, docs, funding, and closings.
• Coordinate processes and complete other lending products/services as directed by Mortgage Leadership team.
• Participate in special projects and deliverables directed by Mortgage Leadership.

Skills

Mortgage Lending

Loan Management

Pipeline Tracking

Document Collection

Workflow Clarification

Effective Communication

Team Support

Problem Solving

Education

High School Diploma or GED

Associate's Degree preferred

Tools

Encompass (LOS)

MS Office Suite

Job description

Responsibilities

• Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions
• Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries
• Responsible for assisting assigned Sr. Lending Advisors
• Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected
• Work on loan conditions alongside with Sr. Lending Advisors
• Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed
• Facilitate effective communication between sales and operations teams
• Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding’s and closings
• Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team
• Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements

Core Competencies

Demonstrates expertise in Mortgage Lending and Banking, with a strong ability to manage loan pipelines and facilitate communication between sales and operations teams. Proficient in utilizing mortgage lending systems and MS Office Suite to support Sr. Lending Advisors effectively.

Requirements

• High School or GED required
• 3 years minimum Mortgage Lending, Banking required
• Associate's Degree preferred
• Additional experience may be considered in lieu of degree
• Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems

Hard Skills

• Mortgage Lending
• Loan Management
• Pipeline Tracking
• Document Collection
• Workflow Clarification

Soft Skills

• Effective Communication
• Team Support
• Problem Solving

Tools & Technologies

• MS Office Suite
• Encompass (LOS)