Mortgage Loan Assistant

Chesapeake Bank; Kilmarnock (VA); On-site; USD 39,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Professional growth

Inclusive work environment

Impactful work

Job summary

Chesapeake Bank is seeking a Mortgage Loan Assistant to support a busy lending team in the Northern Neck area. You will receive loan applications, interview customers, and help move files through the approval process while delivering friendly, accurate service.

The role emphasizes organization, attention to detail, and compliance, with opportunities to grow within the mortgage and banking field as you gain licensing and experience.

Qualifications

• High school diploma or equivalent.
• Six months to one year of office experience.
• Good understanding of financial institution products and services.
• Proficiency with Excel and Word.

Responsibilities

• Assist Mortgage Loan Officer by receiving loan applications and interviewing customers to initiate the loan approval process.
• Type reports and forms, manage pipelines, and follow up with borrowers for documentation.
• Key loans into the mortgage system and forward files to MLOPS.
• Collect necessary documentation from borrowers to complete the application package.
• Handle loan closings and delinquency collections as needed.

Skills

Customer service

Organization

Attention to detail

Communication

Confidentiality

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Office

Job description

Career Opportunities with Chesapeake Bank

A great place to work.

Careers At Chesapeake Bank

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Join Our Team as a Mortgage Loan Assistant!

Salary Range: $38,700 - $56,200

Do you love helping people achieve big dreams? Are you the kind of person who thrives on staying organized, keeping things moving, and making someone's day a little easier? If so, we may have the perfect opportunity waiting for you right here on the Northern Neck.

At Chesapeake Bank, we're more than a financial institution. We're neighbors helping neighbors, problem-solvers, dream-builders, and community champions. We're looking for a Mortgage Loan Assistant who shares our passion for exceptional service and wants to play an important role in helping families find their way home.

Why You'll Love This Role

Every day is different. One moment you'll be helping a family move one step closer to homeownership, and the next you'll be coordinating details behind the scenes to keep the lending process running smoothly. You'll work alongside an experienced mortgage lending team, build meaningful customer relationships, and become a trusted resource throughout the home financing journey.

This position is ideal for someone who:

• Enjoys connecting with people and delivering outstanding service


• Loves keeping projects organized and on track


• Has a knack for juggling multiple priorities without missing details


• Enjoys solving problems and finding answers


• Takes pride in making complex processes feel simple and stress-free


• Wants to grow their career in the mortgage and banking industry

What Makes You a Great Fit?

You are naturally organized, approachable, and dependable. You communicate well, learn quickly, and enjoy being part of a collaborative team. You understand the importance of accuracy, confidentiality, and follow-through, and you know that even the smallest details can make a big difference.

Previous experience supporting mortgage lending activities is helpful, and familiarity with the home financing process will set you up for success. Most importantly, you're someone who enjoys helping people navigate one of the biggest milestones of their lives.

The Chesapeake Way

Around here, we believe banking should feel personal. We celebrate successes together, support one another, and genuinely care about the communities we serve. When you join Chesapeake Bank, you're joining a team that values relationships, integrity, service, and having a little fun along the way.

What We Offer:

• Competitive salary and comprehensive benefits package.


• Opportunities for professional growth and career advancement.


• A supportive and inclusive work environment.


• The chance to make a significant impact within a dynamic organization.

If you're ready to bring your energy, organization, and customer-focused mindset to a company that believes in people first, we'd love to hear from you.

Summary:

Assists Mortgage Loan Officer by receiving loan applications and interviewing customers to initiate the loan approval process.

Responsibilities:

• Obtain Nationwide Mortgage Licensing System (NMLS) licensing.


• Provide assistance to the Loan Officer, including typing reports and forms, pipeline management, and following up with borrowers for necessary documentation.


• Assists with keying loans into the mortgage system and forwards file to MLOPS.


• Collects necessary documentation from borrowers to complete application package.


• Handles loan closings in or out of the branch if needed.


• Handles collection of delinquent loans.


• Identifies the need for, orders and has executed change in terms agreements and various servicing of loan customers. Performs variety of clerical duties requiring knowledge of departmental procedures. Uses office computers for data input and other activities, and orders credit reports.


• Cross-markets financial institution products and services as appropriate.


• Assists other departments on a temporary basis as needed during peak hours.


• Attends mandatory annual classes offered by the financial institution.


• Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes


• Other duties as assigned

Requirements:

• High school diploma or equivalent.


• Six months to one year of experience in an office environment.


• Successful completion of in-house training program (if available) or approved outside training program.


• Good understanding of financial institution products and services.


• Good understanding of computer spreadsheet and word processing programs, i.e. Microsoft product suite, Excel, Word, etc.


• One year of working as a mortgage loan assistant, loan processor or equivalent.


• General understanding of mortgage loan products (Conventional, FHA, VA, USDA, Jumbo).