Mortgage Loan Assistant

First United Bank; Moore (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

First United Bank seeks a Mortgage Loan Assistant in Moore, Oklahoma, focused on cross-selling products and assisting with loan applications. Responsibilities include analyzing borrower information, ensuring compliance with policies, and providing exceptional customer service.

The ideal candidate will possess strong organizational skills and have a high school diploma or GED, preferably with experience in mortgage lending. Join a team that is dedicated to high ethical standards and compliance.

Qualifications

• High School diploma or equivalent (GED) required.
• Prefer one year experience in a mortgage lending environment.
• Possession of strong organizational skills.

Responsibilities

• Cross sells First United Bank products and services.
• Analyzes loan applications and applicant information.
• Assists in the submission of loan applications and verification documents.
• Provides exceptional customer service to borrowers.

Skills

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Education

High School diploma or equivalent (GED)

Job description

Job Title: Mortgage Loan Assistant

Location: Moore

Responsibilities

• Cross sells First United Bank products and services to borrowers and other customers.
• Works with assigned bank personnel to promote FUB in assigned markets.
• Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client’s desired loan program.
• Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.
• Assists in the determination of the correct loan options for the borrower based upon the applicant’s present situation, future plans, and preferred loan product.
• Assists in the submission of the loan applications, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters and executed application forms to processing.
• Meets minimum expectations for First United’s best practices and production standards.
• Attends production meetings as necessary.
• Provides exceptional customer service, maintains high ethical standards, and insures compliance with every borrower.

Additional Duties

• Performs other duties as requested by Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.

Employee Specifications

• Education and Work Experience: High School diploma or equivalent (GED) required. Prefer one year experience in mortgage lending environment.
• Technical/Functional Competencies: Possession of strong organizational skills; excellent verbal and written communication skills; exceptional interpersonal communication skills; ability to work independently on assigned tasks as well as to accept direction on given assignments.

EEO Statement

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.