Mortgage Loan Assistant — Drive Closings & Client Success

Tri City National Bank; Oak Creek (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Medical, dental, and vision coverage

Paid vacation and more!

Job summary

Tri City National Bank, a community-focused lender in Wisconsin, seeks an experienced LOA to support an MLO and manage the mortgage pipeline from application to closing. You will collect docs, review files, and coordinate with borrowers, processors, and underwriters to ensure a smooth process.

You will stay current on conventional, FHA, VA, and WHEDA programs, maintain regulatory compliance, and deliver exceptional customer service while building lasting client relationships.

Qualifications

• Two to four years of mortgage industry experience, preferably supporting a Mortgage Loan Originator or working in loan origination, processing, or related mortgage operations.
• Active NMLS license in good standing or the ability to obtain and maintain required licensing.
• Strong verbal, written, listening, and interpersonal communication skills.
• Excellent customer service skills with the ability to build and maintain positive customer relationships.
• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
• Experience using mortgage loan origination systems; Mortgagebot experience preferred.

Responsibilities

• Assist an assigned Mortgage Loan Originator in managing daily loan origination activities and maintaining an organized loan pipeline.
• Assist borrowers throughout the mortgage process by collecting required documentation, reviewing files for completeness, and responding to questions in a timely manner.
• Serve as a primary point of contact for customers, referral partners, processors, underwriters, and closing personnel as directed by the MLO.
• Maintain regular communication with borrowers regarding loan status, documentation requirements, and closing timelines.
• Prepare and review loan application packages to ensure accuracy and completeness before submission.
• Coordinate and monitor loan files through processing, underwriting, approval, closing, and funding.
• Assist in scheduling appointments, preparing correspondence, and managing follow-up activities for the MLO.
• Maintain accurate loan records and documentation in accordance with regulatory requirements and Bank policies and procedures.
• Monitor pipeline milestones and proactively follow up on outstanding conditions to facilitate timely loan closings.
• Collaborate with internal departments and branch personnel to ensure a seamless customer experience.
• Remain current on mortgage products, industry regulations, compliance requirements, and Bank policies and procedures.
• Report any process, procedure, or activity that does not meet regulatory requirements, including suspected or confirmed fraud, to management.

Skills

Mortgage industry experience

NMLS license

Excellent communication skills

Customer service orientation

Multitasking ability

Teamwork

Tools

Mortgagebot

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Job description

Tri City National Bank, a community-focused lender in Wisconsin, seeks an experienced LOA to support an MLO and manage the mortgage pipeline from application to closing. You will collect docs, review files, and coordinate with borrowers, processors, and underwriters to ensure a smooth process.

You will stay current on conventional, FHA, VA, and WHEDA programs, maintain regulatory compliance, and deliver exceptional customer service while building lasting client relationships.