Monson Savings Bank · 1 day ago
Universal Loan Representative
Wilbraham, MA
Full-time
Onsite
Entry Level
$26/hr - $31/hr
1+ years expMonson Savings Bank is a trusted community bank seeking a Universal Loan Representative to assist customers in the home buying process. The role involves ensuring accuracy, compliance, and providing an exceptional customer experience throughout the loan process.
BankingCommunitiesFinancial ServicesFinTech
Responsibilities
Reviewing and pre-underwriting mortgage and HELOC loan files for accuracy and completeness
Gathering, organizing, and validating required documentation within regulatory timelines
Serving as a primary communication link between borrowers, loan originators, and attorneys
Monitoring loan pipelines to ensure deadlines and compliance requirements are met
Preparing and coordinating compliant closing disclosures and closing packages
Processing loan application fees and assisting borrowers with rate lock process
Ordering and following up on the receipt of tax transcripts, title order, flood determination, completed appraisal, verification of employment and homeowner’s insurance
Providing proactive, professional and courteous customer service at every stage of the loan process
Qualification
Required
Associate's Degree and one to three years residential or consumer lending experience required; or equivalent combination of education and experience
Preferred
strong customer service and organizational skills
Excellent verbal and written communication skills
computer literate, familiar with Windows environment, basic keyboard skills
team approach to work responsibilities
ability to prioritize and manage time and meet established deadlines
ability to manage multiple responsibilities
Dependable, reliable and has demonstrated ability to work within a regulatory environment
Benefits
Paid time off
401(k) with company match
Suite of insurance benefits including medical, dental and more
Company
Monson Savings Bank
Monson Savings Bank helps people save, businesses prosper and communities benefit from products and technology.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Moriarty
President & CEO
Michael R. Rouette, Sr.
Executive Vice President and Chief Operating Officer
Recent News
2025-12-30
2025-12-24
2025-11-04
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