Lending Advisor Associate: Client-Focused Mortgage Support

Mechanics Bank; Federal Way (WA); On-site; USD 34,000 - 58,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid holidays

Employee assistance program

Job summary

Mechanics Bank is seeking a Lending Advisor Associate to support the Sr. Lending Advisor(s) with sales, admin processes, and relationship management.

You’ll help gather information, coordinate processing, underwriting, and closing steps, and manage the loan pipeline from application to close, aiming to enhance the client experience. The role focuses on cross-selling opportunities, building client rapport, and collaborating with partners to deepen relationships while maintaining high service

Qualifications

• 3 years minimum Mortgage Lending, Banking required.
• Proficient with MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems.
• Possess excellent human relations, communications and business writing skills.
• Ability to work effectively without direct supervision.
• Ability to travel between bank and customer locations and/or commute for training purposes.

Responsibilities

• Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions.
• Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected.
• Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed.
• 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.
• Travel 0 - 10%.

Skills

Mortgage Lending

Banking experience

MS Office

Encompass LOS

Communication

Time management

Teamwork

Education

Associate's Degree preferred

Tools

Encompass (LOS)

MS Office Suite

Job description

Mechanics Bank is seeking a Lending Advisor Associate to support the Sr. Lending Advisor(s) with sales, admin processes, and relationship management.

You’ll help gather information, coordinate processing, underwriting, and closing steps, and manage the loan pipeline from application to close, aiming to enhance the client experience. The role focuses on cross-selling opportunities, building client rapport, and collaborating with partners to deepen relationships while maintaining high service