Objective:
• Support lending team by efficiently working across all lending products
• Collaborate with lending team to review, complete, and process applications
• Perform diverse duties as needed in a collaborative environment and as part of a small teamCore Competencies:
• Attention to detail; task oriented
• Time management, Prioritization, and Organization
• Ability to work independently and take initiative, employ critical thinking skills
• Effective communication, customer service, and diversity awareness
• Demonstrate a clear understanding of mortgage lending and consumer loan compliance and best practicesPrimary Responsibilities:
• Courteous communication with customers throughout the loan process
• Review loan applications for accuracy; identify missing documents/information; follow up with the customer; create efficient and effective loan process
• Follow consistent process in order to maintain loan file integrity
• Manage loan closing calendar and request loan funding within service level agreements
• Provide support to other team members including general administrative tasks Experience and Education:
• A minimum of 3 years of experience in lending, banking or related field.
• A minimum of 5 years in a customer service role.
• Proficient in Microsoft Office Suite and Adobe
• Proficient with technology and learning new software systems.
• High School Diploma or GED Other Expectations:
• Primarily in office with remote work options
• Ongoing continuing education to stay current with best practices in CDFI lending
• Minimal travel expected
• Requires repetitive movement, bending or twisting, reaching, sitting, standing, climbing and walking; sitting for extended periods of time using keyboard and computer; safely moving or lifting objects up to 40 pounds. Use hands to handle, control, or feel objects, tools or controls
• Protect company value by maintaining strict confidentiality |
