Mortgage Loan Support Lead jobs in United States
cer-icon
Apply on Employer Site
company-logo

First Western Trust · 23 hours ago

Mortgage Loan Support Lead

First Western is seeking a Mortgage Loan Support Lead to join our team. In this role, you will help high-net-worth clients achieve their financial goals by working closely with the Mortgage Services team and delivering comprehensive solutions.

BankingFinancial ServicesRetirementWealth Management
check
H1B Sponsor Likelynote

Responsibilities

Train mortgage-related administrative tasks for assigned MLO/Processor as-needed, including gathering and organizing required loan documentation from borrowers and referral partners
Proactively train borrower income, credit and asset documentation and loan processing requirements for Underwriting Submission
Act as overflow Processor when needs arise
Train to review real estate purchase contracts for specific transaction details including but not limited to transfer taxes/fees, seller credits, relevant contract deadlines and signatures and summarize and communicate details to assigned MLO
Responsible for maintaining and updating mortgage origination and processing procedures, job aids and training materials at the direction of the Senior Vice President of Residential Mortgage Operations
Responsible for training and ongoing assistance for Encompass disclosure procedures and process including review of system generated fees and disclosures to ensure accuracy and completeness prior to release of initial disclosure package to borrower(s)
Maintain current knowledge of lending environment, regulations, and internal policies and procedures
Practice First Line of Defense to protect First Western Trust, (“the Bank”) and its clients from fraud and theft of assets or information which includes utilizing available security measures to protect client and Company Non-Public Information

Qualification

Microsoft Office SuiteEncompass LOSMortgage lending experienceMathematical skillsAnalytical skillsNMLS certificationCustomer service skillsRelationship-based salesWritten communicationVerbal communicationOrganizational skills

Required

Proficient in Microsoft Office Suite, with exceptional Excel skills
3-5 Years Experience In Mortgage Lending Business
Strong mathematical and analytical skills
Excellent written and verbal communication skills
Ability to organize, prioritize, and follow-through
Strong customer service and relationship-based sales skills
Experience working with all types of net-worth individuals

Preferred

Bachelor's Degree Or Equivalent Work Experience
NMLS Within 1 Year Of Hire
Experience working with Encompass LOS

Benefits

Strong Bonus Potential
401(k) Plan with Match
Paid Parking/Transportation Benefits
Access to Training & Professional Development Programs
Sponsorship for Obtaining Professional Certifications
Flex Spending Accounts
Health Savings Account
Health & Wellness Benefits
Paid Time-Off+ Bank Holidays

Company

First Western Trust

twittertwittertwitter
company-logo
We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.

H1B Sponsorship

First Western Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)

Funding

Current Stage
Public Company
Total Funding
$46.98M
2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M

Leadership Team

leader-logo
Julie Courkamp
President and Chief Operating Officer
linkedin
leader-logo
Alex McDougall
Regional President
linkedin
Company data provided by crunchbase