Mortgage Banking Sales Assistant

First National Bank Of Pennsylvania; Berwyn (IL); On-site; USD 42,000 - 62,000; Full time

Job summary

F.N.B. Corporation in Berwyn, PA seeks a Mortgage Banking Sales Assistant to support loan consultants in daily operations, data entry, and borrower communications. The role covers loan processing, pipeline management, marketing support and month-end reporting.

Minimum 1 year in an operations processing position with strong MS Office skills is required, along with excellent verbal and written communication and organizational abilities.

Qualifications

• High School or GED required.
• Excellent project management and communication skills required.
• Strong organizational, analytical and interpersonal abilities.
• Experience with office equipment and PC software desirable.

Responsibilities

• Oversees loan file progress from application through closing with operations staff.
• Gathers and organizes required mortgage documents for LOS entry.
• Communicates with customers about loan progress and provides service.
• Assists with business development activities with Mortgage Loan Originators/Marketing.
• Enters loan applications into LOS promptly.
• Performs other related duties as assigned.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

General office equipment

PC/software proficiency

MS Word

MS Excel

MS PowerPoint

Operations processing

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

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

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.

Company Culture

A culture of teamwork. A history of success. As a leading diversified financial services company, FNB offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.