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HM Loan Officer Assistant

Company: Citizens
Location: Bronx
Posted on: November 25, 2022

Job Description:

Description Responsibilities

  • Provide administrative support to the loan originator while providing world class customer service to internal and external customers.
  • Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files.
  • Contact customers regarding required loan documentation and prepare for loan officer review.
  • Gather files for weekly pipeline review with mortgage processor and provide the status of each file.
  • Obtain necessary information related to outstanding conditions on loan files.
  • Required to complete and submit cross sell report on a weekly basis.
  • Assist with maintaining customer database via Loyalty Express system.
  • It will be necessary to review Projection Reports twice a month.
  • Follow-up on leads that are provided and track progress.
  • Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with referral partners.
  • Provide a list of prioritized items necessary for the loan officer to complete on a daily basis.
  • Serve as a back up to the Loan Officer while they are out meeting with clients. Qualifications
    • Minimum 3 years residential mortgage experience.
    • Excellent verbal communication and interpersonal skills.
    • Ability to meet deadlines while prioritizing a changing workload.
    • Proficient in Word, Excel, Outlook & PowerPoint.
    • Successful candidate must meet and comply with all requirements for Mortgage Sales Assistant's set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS. Hours & WorkSchedule Hours per Week: Work Schedule:

      Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, New Rochelle , HM Loan Officer Assistant, Other , Bronx, New York

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