Mortgage Loan Assistant

Self-Help Services Corp; Milwaukee (WI); On-site; USD 33,751 - 36,864; Full time

Job summary

Self-Help Services Corp in Milwaukee is seeking a dedicated individual for a role focused on mortgage loan processing. Responsibilities include tracking mortgage applications, maintaining communication with clients, and supporting loan closings. The ideal candidate will bring experience in customer service and proficiency in both English and Spanish.

Qualifications include a desire to serve traditionally underserved communities, strong interpersonal skills, and the ability to work collaboratively. Salary ranges from $24.50 to $26.76 per hour.

Qualifications

• 2 to 3 years experience in customer service; 1 to 2 years in loan processing preferred.
• Knowledge of mortgage loans and Federal regulations preferred.
• Mathematical skills for calculating figures and fractions.

Responsibilities

• Track outstanding items with mortgage applications and follow up with borrowers.
• Maintain communication with applicants and internal staff on loan status.
• Assist in the facilitation of closing loans with mortgage closers.

Skills

Bilingual fluency (English/Spanish)

Strong written and verbal communication skills

Excellent interpersonal skills

Ability to effectively plan and prioritize work

Proficiency with Microsoft Word and Excel

Education

High School Diploma (or equivalent)

Bachelor’s degree (preferred)

Tools

Loan origination system

Job description

What You’ll Do

• Track all outstanding items with mortgage applications or files and follow up with borrowers to ensure timely receipt of necessary documentation
• Maintain effective communication with applicants, third parties, and internal staff on loan status, follow up and/or documentation requests, loan completion and funding of loans
• Assist in the facilitation of closing loans with mortgage closers
• Work with mortgage loan processors on loan applications in accordance with policies and procedures
• Monitor workflow to assure timely processing of loans
• Actively cross-sell Credit Union products and services
• Upload loan files into the loan origination system
• Assist mortgage loan officer and processors with other related or administrative tasks
• Compile and complete reports as assigned
• Perform other duties as assigned

What You’ll Need

• High School Diploma (or equivalent); Bachelor’s degree preferred
• Bilingual fluency required (English/Spanish)
• 2 to 3 years combination of experience and education in customer service; 1 to 2 years in loan processing or loan operations in a financial institution or credit union preferred
• Working knowledge of mortgage loans and Federal regulations preferred
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities
• Preference for working in organizations that place priority on teamwork and collaboration
• Ability and willingness to work beyond normal work hours, as needed
• Strong written and verbal communication skills
• Excellent interpersonal skills and initiative
• Knowledge and understanding of related legal and regulatory standards and required loan documentation
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology
• Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry
• Ability to effectively plan and prioritize work
• Ability to form and maintain strong relationships with internal and external customers
• Proficiency with Microsoft Word and Excel
• Ability to demonstrate Self-Help's Core Values: Mission Before Self, Service With Excellence, Embracing & Promoting Change, Results Not Credit Diversity as a Strength, Financial Sustainability for Mission Impact

Salary range: MIN $24.50, MID $24.81, MAX $26.76

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.