Loan Officer Assistant

M&T Bank Corporation; Boston (MA); On-site; USD 62,121,000 - 103,527,000; Full time

Job summary

The Loan Officer Assistant position at M&T Bank Corporation in Boston supports the Mortgage Sales team by ensuring organized, accurate, and timely handling of documentation and communications throughout the loan lifecycle.

You will work with Mortgage Sales systems to input customer data, generate reports, and assist with monitoring and follow-up, while maintaining compliance with FHA/VA regulations and internal controls.

Qualifications

• High school diploma or equivalent; 2 years mortgage/finance experience.
• Knowledge of FHA/VA regulations and Secondary Marketing.
• Strong organizational and communication skills.
• Willingness to travel regionally and work overtime as needed.

Responsibilities

• Organize and manage documentation and communications for mortgage customers.
• Input and manage customer data in Mortgage Sales systems.
• Ensure data quality and timely completion of applications.
• Prepare and run reports for loan activity and forecasting.
• Support sales and operations teams as needed.

Skills

Organizational skills

Communication

Travel flexibility

Education

HS diploma

Associate degree preferred

Tools

Mortgage systems software

CRM systems

Job description

Overview

The Loan Officer Assistant role is focused on supporting the Loan Officer team in efficiently moving loans through the pipeline via effective sales system support, and document control and organization.

Primary Responsibilities

• Provide a seamless experience for our Mortgage customers by ensuring organization, accuracy, and timeliness of all communications including requests for documentation, coordination of details, and appropriate follow-up with the assigned Loan Officer or team.
• Serve as a subject matter expert on all relevant Mortgage Sales systems to accurately input and manage relevant customer data and documents.
• Maintain responsibility for quality and precision of data.
• Interact with customers directly to follow up on and complete the application process and other documents as needed.
• Answer other relevant customer inquiries as required.
• May reach out to Operations team as needed for further support and information.
• Assist loan officer with various reporting needs to include creation of new reports, running, monitoring, and issuing existing reports and organizing data collection.
• Maintain current working knowledge of Mortgage products, processes and procedures, and relevant regulations.
• Provide other general sales, marketing, and operational support for assigned Loan Officer or team as needed.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
• Complete other related duties as assigned.

Supervisory/Managerial Responsibilities

Not applicable

Skills / Capabilities Required

• Strong organizational skills with ability to manage multiple priorities.
• Excellent verbal and written communications skills.
• Flexible to travel within region and work overtime and/or flexible schedule as needed.

Education and Experience Required

• High school diploma (or equivalent) and 2 years relevant work experience in the mortgage and/or finance industry.
• Knowledge of Secondary Marketing requirements.
• Knowledge of FHA/VA regulations.
• Knowledge of Bank products and services.
• Strong organizational skills with ability to manage multiple priorities.
• Excellent verbal and written communications skills.
• Flexible to travel within region and work overtime and/or flexible schedule as needed.

Education and Experience Preferred

• Associate degree and a minimum of 2 years equivalent work experience, OR in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience, including a minimum of 2 years’ related experience.
• Knowledge of Secondary Marketing requirements.
• Knowledge of FHA/VA regulations.
• Knowledge of Bank products and services.
• Strong organizational skills with ability to manage multiple priorities.
• Excellent verbal and written communications skills.
• Flexible to travel within region and work overtime and/or flexible schedule as needed.

Physical Requirements

• M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
• The pay range for this position is $21.68 - $36.13 Hourly (USD).
• The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
• Location Boston, Massachusetts, United States of America

Company Description

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T's affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T's Human Capital Report to learn more.

Equal Employment Opportunity

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.