Mortgage Banking Sales Assistant

First National Bank of Pennsylvania; Berwyn (PA); On-site; USD 36,000 - 48,000; Full time

Job summary

First National Bank of Pennsylvania in Berwyn, PA is seeking a Mortgage Banking Sales Assistant to support Mortgage Loan Consultants with data entry, borrower communications, and loan processing. This role manages pipeline updates and month-end reporting, coordinating with operations and marketing to drive business development.

The ideal candidate has strong organizational and communication skills, proficiency in MS Word/Excel, and a minimum of one year in an operations or processing role.

Qualifications

• High School diploma or GED required.
• 1 year of experience in operations processing.
• Strong communication and organizational skills.
• Proficiency in MS Office (Word, Excel, PowerPoint).
• Ability to manage multiple tasks and data entry.

Responsibilities

• Oversees loan file progress from application through closing with operations and support staff.
• Gathers and organizes required residential mortgage documentation for LOS.
• Communicates with customers about loan progress and updates.
• Supports Mortgage Loan Originators and Marketing with business development activities.
• Enters loan applications into the LOS in a timely manner.
• Performs other related duties and projects as assigned.
• Adheres to risk management and regulatory compliance requirements.

Skills

Project management

Communication

Organization

Interpersonal skills

Office equipment

PC skills

MS Word

MS Excel

MS PowerPoint

Operations processing

Education

High School or GED

Job description

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

Join our team. Make a difference - for us and for your future.

Position Title: Mortgage Banking Sales Assistant
Business Unit: Mortgage Administration
Reports To: Varies by Assignment

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.