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Renasant Bank · 4 days ago

Mortgage Loan Officer Assistant

Montgomery, AL

Full-time

Onsite

Entry Level

2+ years exp

Renasant Bank is seeking a Mortgage Loan Officer Assistant to support the Mortgage Banker in the mortgage loan process. The role involves assisting with borrower and referral partner marketing, maintaining communication, and ensuring top-level customer service throughout various stages of the mortgage loan process.

BankingConsultingFinancial Services

Responsibilities

Receive all loan files from Mortgage Banker via email or paper form

Meet regularly with Mortgage Banker to keep communication on loan files and marketing current

Maintain customer and referral partner retention software Loan Tool Box

Assist Mortgage Banker with new applications

Input loan application data in system for loan applications not received via Internet

Create customer folder in shared drive

Pull Credit

Send loan application documents to borrowers if requested by Mortgage Banker

Retrieve new loan applications from Internet website and inform Mortgage Banker of new loan file

Gather and store any documentation brought to office from customers and scan to Mortgage Banker

Perform certain tasks based upon type of transaction:

Purchase Transactions

Gather all referral partner information and enter in Loan Tool Box (LTB) which is the referral partner and customer marketing retention software

Enter customer information in LTB

Make initial “Welcome” call to listing and selling agents on behalf of Mortgage Banker introducing team and verifying information for closing

Send initial personalized letter from Mortgage Banker to listing and/or selling agent

Schedule loan closing with assigned closing attorney and follow-up with attorney office to insure any and all information required is received in timely manner

Track loan status with the assistance of processor, i.e., appraisal status, title status etc. based upon key elements Mortgage Banker wants reported to referral partners

Track loan file progress through underwriting to insure loan packages are sent to closing attorney within 72 hours of closing

Follow-up with closing attorney for HUD-1, deliver to Mortgage Banker for review and distribution to all interested parties

Make “Goodbye” call 24 hours prior to closing to all interested parties to review final closing date and time and any determined script the Mortgage Banker has prepared for those involved

Update customer information in LTB to reflect new loan data

Refinance Transactions

Enter customer information or update current information if a returning customer

Make initial “Welcome” call to borrowers to introduce team on behalf of Mortgage Banker and verify closing information

Schedule loan closing with chosen attorney and follow up with attorney to insure all information has been received

Track loan status through processing and underwriting to insure loan package is sent to attorney within 48 hours of closing

Obtain HUD-1 for Mortgage Banker to distribute to borrowers

Verify final loan closing time and make “Goodbye” call to borrowers 24 hours prior to closing to review final closing information

Update LTB with final loan data

Perform marketing and customer service related activities

Perform other related duties as assigned

Qualification

Loan documentation knowledgeMicrosoft WordMicrosoft ExcelBasic Accounting knowledgeFollow instructionsInterpersonal skillsDetail orientedOrganizational skills