Mortgage Banking Sales Assistant

First National Bank; Berwyn (PA); On-site; USD 35,000 - 50,000; Full time

Job summary

First National Bank is seeking a Mortgage Banking Sales Assistant in Berwyn, Pennsylvania. This role involves assisting Mortgage Loan Consultants with daily operations, managing loan files, and ensuring good customer communication throughout the process.

The ideal candidate will have at least a High School diploma or GED and 1 year of experience in an operations processing position. Additionally, excellent project management, communication, and organizational skills are essential for success in this role.

Qualifications

• High School diploma or GED required.
• Minimum of 1 year of experience in an operations processing position.
• Excellent communication skills, both written and verbal.

Responsibilities

• Assist Mortgage Loan Consultants with daily operations.
• Organize mortgage documentation for the Loan Origination System.
• Communicate with customers about loan file progress.

Skills

Project management skills

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in operations processing

Education

High School or GED

Tools

Personal computer

Office equipment

Job description

Position Title: Mortgage Banking Sales Assistant

Business Unit: Mortgage Administration

Reports To: Varies by Assignment

Primary Office Location: 1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312.

Position Overview:

This position is primarily responsible for assisting the Mortgage Loan Consultants in daily operations including data entry, communicating with borrowers and referral sources, loan processing, pipeline management, marketing and month-end production reporting.

Primary Responsibilities:

• Oversees loan file progress from application through closing by working with the operations and support staff.
• Gathers and organizes required residential mortgage documentation so documentation can be included in the Loan Origination System.
• Communicates with customers about loan file progress and updates and provides general customer service.
• Works with the Mortgage Loan Originators and Marketing to assist with the implementation of business development activities and plans.
• Assists with loan applications by entering the applications into the Loan Origination System in a timely manner.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Education:

High School or GED

Minimum Years Experience:

1

Special Skills:

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Ability to use general office equipment
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in an operations processing position

Special Licenses and Certificates:

N/A

Physical Requirements:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.