82 applicants
The Savings Bank - TSB ยท 6 days ago
Administrative Assistant
Wakefield, MA
Full-time
Onsite
Entry Level
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Insider Connection @The Savings Bank - TSB
Responsibilities
Generates and distributes weekly retail lending reports, rate sheets, and rate surveys.
Processes loan applications and ensures all necessary documentation is collected.
Calculates annual percentage rates (APRs) for rate sheets using mathematical freeware.
Generates and distributes monthly reports and documents through loan software.
Updates and maintains department records including referrals, seminar registrations, rate history, and Executive Committee appraisal reviews.
Maintains rate information in mortgage lending software and updates index values in loan software.
Maintains and develops spreadsheets, lists and analysis reports in word processing and spreadsheet programs.
Coordinates First Time Home Buyer seminars and tracks all pre-approval/loan activity from attendees.
Assists with executive committee reports as needed.
Greets and directs all visitors to the appropriate departments.
Responsible to monitor and maintain all third-party billing to Retail Lending Department.
Represents Bank in a professional manner at all times.
Responds to questions from incoming phone calls and manages Retail Lending inbox.
Creates mortgage and home equity line of credit packages.
Requests and maintains office supplies and forms; controls office supply inventory.
Sorts and distributes incoming mail.
Composes, types and proofreads correspondences, memos, and reports for VP Retail Lending.
Provides assistance to Retail Lending Management and department staff as needed.
Performs additional duties, as assigned.
Required to participate in trainings, and comply with all Bank policies and procedures, as well as Federal and State banking laws and regulations.
Qualification
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Required
Processes loan applications and ensures all necessary documentation is collected.
Calculates annual percentage rates (APRs) for rate sheets using mathematical freeware.
Updates and maintains department records including referrals, seminar registrations, rate history, and Executive Committee appraisal reviews.
Maintains rate information in mortgage lending software and updates index values in loan software.
Maintains and develops spreadsheets, lists and analysis reports in word processing and spreadsheet programs.
Coordinates First Time Home Buyer seminars and tracks all pre-approval/loan activity from attendees.
Assists with executive committee reports as needed.
Greets and directs all visitors to the appropriate departments.
Responsible to monitor and maintain all third-party billing to Retail Lending Department.
Responds to questions from incoming phone calls and manages Retail Lending inbox.
Creates mortgage and home equity line of credit packages.
Requests and maintains office supplies and forms; controls office supply inventory.
Sorts and distributes incoming mail.
Composes, types and proofreads correspondences, memos, and reports for VP Retail Lending.
Provides assistance to Retail Lending Management and department staff as needed.
Performs additional duties, as assigned.
Required to participate in trainings, and comply with all Bank policies and procedures, as well as Federal and State banking laws and regulations.
Company
The Savings Bank - TSB
The Savings Bank is a community bank founded back in 1869 and is headquartered in Wakefield, Massachusetts in the heart of Middlesex County.
Founded in 1869
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Raichelle Kallery
Executive Vice President/Chief Operating Officer
Company data provided by crunchbase
