Wilson Bank & Trust ยท 6 hours ago
Mortgage Assistant
Lebanon, TN
Full-time
Onsite
Entry Level
2+ years expWilson Bank & Trust is seeking a Mortgage Assistant I to provide administrative and operational support to their mortgage lending team. The role involves assisting customers with the loan application process, preparing documents for closing, and maintaining effective communication with various stakeholders throughout the loan process.
BankingCommunitiesFinancial Services
Responsibilities
Provide administrative and operational support for the mortgage lending team within a designated region
Assist customers with the loan application process to including collecting required documentation and facilitating completeness and accuracy
Respond to customer issues or concerns, recognizing when escalation is needed to improve the customer experience
Organize and maintain loan documentation, verifying files are complete, current, and compliant with regulatory requirements, internal policies and industry best practices
Collaborate with underwriters, processors, and lenders to confirm requirements for loan approval are met
Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams, maintaining effective communication throughout the loan process
Manage appointment schedules for lenders and assist in coordinating meetings and loan closings
Generate and maintain reports to monitor the status of loan applications, identify potential issues, and support decision making
Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
Attend training as requested
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Perform other duties as assigned
Qualification
Required
High School diploma or GED
2 years of previous mortgage experience preferred
Knowledge of mortgage regulations, compliance and industry best practices preferred
Proficient with Microsoft Office to include Excel
Proficient with mortgage software and documentation systems
Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
Effective verbal and written communication skills
Excellent interpersonal skills
Analytical ability
Critical thinking and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Preferred
2 years of previous mortgage experience preferred
Knowledge of mortgage regulations, compliance and industry best practices preferred
Company
Wilson Bank & Trust
Wilson Bank & Trust is a community bank located in Tennessee.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John McDearman III
Chief Executive Officer
LISA POMINSKI
Exec VP/CFO
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