Loan Specialist Assistant II jobs in United States
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C&N · 1 day ago

Loan Specialist Assistant II

C&N is a financial institution with over 160 years of commitment to creating value through relationships. They are seeking a Loan Specialist Assistant II to support Mortgage Loan Originators by managing loan documentation and processing applications, ensuring an exceptional borrowing experience.

BankingFinancial ServicesInsuranceVenture Capital
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Growth Opportunities

Responsibilities

Input and manage loan applications using Encompass and LaserPro, maintain eFolders, gather pre-qualification information, and process incomplete files until all documentation is received
Assist with gathering borrower information, accessing credit reports, analyzing debt-to-income ratios, and preparing pre-qualification letters to support timely client decisions
Coordinate and schedule loan closings, work with closing agents, Realtors, and insurance companies, and attend closings when needed in the absence of the Mortgage Loan Originator
Perform file maintenance on open loans, prepare disbursement paperwork, process transfers and payoffs, monitor active loans, and post payments promptly
Provide responsive service to clients and lenders, support document access, and ensure smooth communication throughout the loan process

Qualification

Mortgage lending supportLoan processingEncompassNMLS certificationAttention to detailBasic math skillsActive listeningClear communicationInterpersonal skillsCustomer focus

Required

Some college or technical school courses in a related field
4-6 years of previous related experience and/or training
An equivalent combination of education and experience
NMLS (within 1 year of employment)
Active listening and clear communication
High attention to detail and organization
Technical proficiency and basic math skills
Understanding of Uniform Residential Loan Applications
Ability to manage multiple tasks accurately and efficiently
Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results
Business Insight: Understands business operations, market trends, and applies knowledge to drive results
Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact
Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships
Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions

Benefits

Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
Health & Wellness: Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
Employer-paid life and disability insurance.
Additional voluntary coverages to meet your unique needs.
Career Development: Access to education and development programs and ongoing support for personal and professional growth.

Company

C&N

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97% of Citizens & Northern Bank customers say they would recommend us to their family and friends.

Funding

Current Stage
Growth Stage
Total Funding
$15M
2021-05-20Debt Financing· $15M

Leadership Team

B
Brad Scovill
President & CEO
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Company data provided by crunchbase