Sr. Specialist, Mortgage Sales

MedStar Health; Omaha (NE); Hybrid; USD 36,000 - 59,000; Full time

Job summary

A leading company in the mortgage industry is seeking a Loan Originator Assistant to support loan production and provide an excellent customer experience. The ideal candidate will manage loan applications, foster client relationships, and contribute to marketing efforts in a flexible work environment. This role requires strong organizational and communication skills, as well as a high school diploma or equivalent experience.

Benefits

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Tuition Assistance

Qualifications

• Knowledge of Real Estate mortgage market.
• 2 years of sales/financial service experience is desired.
• Self-motivated and able to multi-task within a fast-paced environment.

Responsibilities

• Assist Loan Originators in driving loan production goals.
• Conduct loan applications and preparation of disclosures.
• Maintain and enhance relationships with referral sources.

Skills

Time Management

Organizational Skills

Communication

Presentation Skills

Education

High School Diploma or equivalent experience

Tools

Microsoft Office

Job description

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Our Modern, Flexible Workplace:

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.

Summary of the Job:

Role Description: Assist Loan Originators (LOs) as assigned to help drive loan production goals while at the same time providing a helpful, easy, and personal mortgage experience to all existing and prospective customers of First National Bank of Omaha. Must be able to multi-task and work in a fast paced production based environment. Responsible for establishing and developing relationships with various referral sources to foster additional closed loan business.

About this Role:

Role Description: Assist Loan Originators (LOs) as assigned to help drive loan production goals while at the same time providing a helpful, easy, and personal mortgage experience to all existing and prospective customers of First National Bank of Omaha. Must be able to multi-task and work in a fast paced production based environment. Responsible for establishing and developing relationships with various referral sources to foster additional closed loan business.

Key Accountabilities:

Assist Loan Originator with all aspects of the mortgage lending process which would include but not limited to:

• Conducting loan applications via telephone and face to face
• Preparation of disclosures, including Good Faith Estimates

• Communication with borrowers, agents, appraisers, underwriters, processors and closers throughout the loan process
• Counseling borrowers
• Conducting pre-qualifications
• Closing loans
• Written correspondence with customers

Research, identify and develop networks that enable exposure and opportunities to develop relationships with potential prospects and existing clientele.

• Prospect and build new relationships with both inside and outside of the bank while respecting the relationships of the Loan Originator.

Provide sales and administrative support to assigned business office and the mortgage lending group.

• Provide input and assist in the development of marketing materials and strategies.
• Assist in the development and maintenance of clientele files.
• Conduct industry research and recommend the development of new products and services.
• Assist in the development and maintenance of reporting metrics on office performance.

Maintain and continuously enhance industry knowledge of specific product & service expertise consistent with chosen area of expertise.

• Research, identify and recommend in-depth comprehensive/detailed training and learning opportunities for self and products.
• Identify the going forward impacts and opportunities of trends within the industry.
• Provide input to and assist in the development of industry related communications.

Demonstrate organizational advocacy through positive teamwork, trust and mutual respect for customers and employees. Develop and implement initiatives that reinforce the mission, vision and advocacy model of First National Bank of Omaha and align to delivering the ultimate home mortgage experience and aligning to First National's Operating Philosophy.

• Provide an individualized and meaningful quality customer experience by engaging the customer, employees, and communities through accountability and mutual respect, integrity, unity, passion and listening to the needs of the customer and employees.
• Seek opportunities and drive development within assigned role - Increasing revenue and reducing expenses.

Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

• Complete compliance training and adhere to internal procedures and controls, as required.
• Report any known violations of compliance policy, laws, or regulations.
• Report any suspicious customer and/or account activity.
• If applicable, ensure direct reports meet the above requirements and take action to address employee performance issues.

Exhibit professional behavior and promote positive working relationships.

• Complete special projects as assigned within allotted time frames.
  • Be accountable for continuous best efforts to complete the job assigned.

• Exercise a willingness to be a resource to colleagues.
• Practice Real Estate Lending values and support the goals and strategic plan.
• Be proactive and respectful in all relationships.

The Ideal Candidate for This Role:

Knowledge, Skills, Education and Experience:

Required:

• High School Diploma and/or equivalent work experience

• Basic knowledge in the area of Real Estate mortgage market in local area
• Strong time management and organizational skills
• Ability to be a self starter and be self motivated
• Strong communication and presentation skills
• Strong knowledge of Microsoft Office

Desired:

• Sales and lending experience
• 2 years sales/financial service experience
• Licensing for area or be along the path to obtaining.

Compensation:

Compensation range (base pay): $36,720.00-$58,752.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [e-mail]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20250720

Registration Requirement:

This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.