Mortgage Origination Assistant — Drive Seamless Closings

Wintrust Financial Corporation; Illinois; Vor Ort; USD 17.000 - 24.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

FSA

Zusammenfassung

Wintrust Mortgage is seeking a detail-oriented advisor to assist in the origination, processing, and closing of residential loans. You will monitor files for accuracy, ensure guideline compliance, and coordinate with borrowers, attorneys, and agents throughout the loan lifecycle.

The role emphasizes teamwork, adherence to Fannie/Freddie guidelines, and the ability to manage multiple files while delivering strong customer service. Prior mortgage experience and Encompass familiarity are valued.

Qualifikationen

• High school or equivalent degree.
• Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
• Must be a self-starter, motivated, energetic, with excellent time-management skills.
• Ability to work independently and take direction.
• Updated and Current knowledge of Fannie/Freddie guidelines.
• Must possess a working knowledge of computers to include MS Word, Excel, and Internet.
• Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing.
• Encompass experience preferred.

Aufgaben

• Assist in the origination, processing, and closing of loans.
• Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research.
• Review files to ensure completeness, accuracy, and compliance.
• Work with internal and external customers.
• Reach out to referral sources (attorneys, agents, etc.) on the Loan Officer’s behalf.
• Assist in marketing the Loan Officer’s services to new prospective referral partners, by utilizing marketing materials.
• Manage day-to-day transactions and relationships with customers and vendors.
• Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc
• Provide necessary documentation to processing and underwriting departments to ensure timely loan closings
• Must have a working knowledge of mortgage loans and or/loan procedures
• Other duties as assigned

Kenntnisse

Multitasking

Interpersonal skills

Organizational skills

Communication skills

Time management

Self-starter

Independent work

MS Word

Excel

Internet

Ausbildung

High school diploma or equivalent

Tools

MS Word

Excel

Internet

Jobbeschreibung

Wintrust Mortgage is seeking a detail-oriented advisor to assist in the origination, processing, and closing of residential loans. You will monitor files for accuracy, ensure guideline compliance, and coordinate with borrowers, attorneys, and agents throughout the loan lifecycle.

The role emphasizes teamwork, adherence to Fannie/Freddie guidelines, and the ability to manage multiple files while delivering strong customer service. Prior mortgage experience and Encompass familiarity are valued.