Mortgage Loan Assistant II
Mortgage Loan Assistant II
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Job Description
GENERAL DESCRIPTION OF POSITION
The Mortgage Loan Assistant II helps the Mortgage Loan Operation Manager with rebuttals to theinvestors researches audit findings backs up processors backs up the secondary desk prepares HUD binders answers the phone and directs calls to the appropriate position pays all mortgage bills check suspense reports pull reports as necessary prepare recertification forms to send to investors annually order supplies and ships packages to investors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Resets passwords for all vendors helps with questions from originators regarding issues they are having with DU LP etc. This duty is performed daily about 30 of the time.
2. Break down bills from all vendors and send to finance for payment. This duty is performed daily about 10 of the time.
3. Pull files for QC audits and research to find problems and solutions. This duty is performed daily about 20 of the time.
4. Pull reports as necessary. This duty is performed daily about 5 of the time.
5. Pull VA packages for VA review. This duty is performed annually about 5 of the time.
6. Prepare HMDA packages and send to loan operations. This duty is performed daily about 5 of the time.
7. Prepare HUD Case Binders. This duty is performed daily about 5 of the time.
8. Order supplies for branch. This duty is performed daily about 5 of the time.
9. Identify cross selling opportunities. This duty is performed daily about 5 of the time.
10. Complete required BSA/AML training and other compliance training as assigned. This duty is performed annually.
11. Answer incoming calls and answer customer questions or forward to appropriate party. This duty is performed about 10 of the time.
12. The ability to work in a constant state of alertness and in a safe manner.
13. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty mentioned requirements listed below are representative of the knowledge skill and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired) such as basic accounting computer etc. Equivalent of four years in high school plus night trade extension or correspondence school specialized training equal to two years of college plus 3 years related experience and/or training and 2 years related management experience or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to read analyze and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts interest commissions proportions percentages area circumference and volume. Ability to apply concepts such as fractions ratios and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to define problems collect data establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
REQUIRED CERTIFICATES LICENSES REGISTRATIONS
Not indicated.
PREFERRED CERTIFICATES LICENSES REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Intermediate: 10Key Accounting Alphanumeric Data Entry Database Spreadsheet Word Processing/Typing
Basic: Contact Management Human Resources Systems Payroll Systems Presentation/PowerPoint
WORKING CONDITIONS
Periodically exposed to such elements as noise intermittent standing walking occasionally pushing carrying or lifting; but none are present to the extent of being disagreeable.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semirepetitive low physical. Semirepetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job the employee is continuously required to sit talk or hear; frequently required to stand walk use hands to finger handle or feel reach with hands and arms; and occasionally required to stoop kneel crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include color vision.
ADDITIONAL INFORMATION
Not indicated.
Employment Type
Full-Time
