Mortgage File Setup Specialist - Bilingual

firstnationalbankofamerica; East Lansing (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical - Multiple plans including HSA

Dental - Premiums as low as $0

Vision - Low premium

Paid Time Off (PTO)

401k with employer match

Discounted childcare

Pet Insurance

Adjustable desks

Job summary

First National Bank of America in East Lansing, MI seeks a Sales Assistant to support Account Executives with setting up new mortgage files and ensuring timely processing so the loan closes on schedule.

Responsibilities include organizing documents, communicating with brokers, performing income calculations, and updating CRM systems. Training is available; bilingual Spanish/English is a plus.

Qualifications

• 1 year of mortgage or lending experience preferred
• 1 year of sales experience preferred
• Will train the right candidate
• Bilingual fluency in Spanish and English is a bonus

Responsibilities

• Sorting/splitting/labeling docs when a file is submitted
• Communicate with broker to collect necessary documents and agreements
• Income calculation, complete Income workbook
• Communicate with internal parties to complete processes necessary to help the files through the process
• Follow up on eConsent/eSign/Intent to Proceed (ITP)
• Lending tech logins
• Update Encompass contacts/new CRM

Job description

First National Bank of America in East Lansing, MI seeks a Sales Assistant to support Account Executives with setting up new mortgage files and ensuring timely processing so the loan closes on schedule.

Responsibilities include organizing documents, communicating with brokers, performing income calculations, and updating CRM systems. Training is available; bilingual Spanish/English is a plus.