Mortgage Assistant
Mortgage Assistant
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$ 50000 - 58000
1 Vacancy
Job Description
Position Summary:
Join a team focused on the success of our customers the success of our communities and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm forest product fishing and other agricultural business owners across the northeast with $11.7 billion in total loan volume and $29 million in annual financial services revenue from 18000 customers across our 8-state territory. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience Quality Growth Operational Excellence Commitment to our Communities and Protecting Customer Information.
The Mortgage Assistant is responsible for shepherding loans and the delivery of credit through the end-to-end lending lifecycle. This person will primarily be responsible for internal operations with several external client-facing responsibilities as well. Mortgage Assistants collaborate with the Mortgage Specialist and Country Living Underwriting as well as external vendors and function as the first line of defense for customer questions and documentation needs.
The value drivers for this role are as follows:
- Creates operational efficiency by supporting the end-to-end processes of the loan lifecycle
- Fuels organizational synergy through collaboration with the end result of meeting the customers needs
Come join a collaborative customer-focused team at Farm Credit East!
Duties and Responsibilities:
Loan Support
- Performs day-to-day activities to assist lending staff with supporting new and existing customers across the entire lending life cycle
- Credit Related Tasks:
- Executes tasks related to document collection including customer financials
- Interacts with Credit and serves as the liaison to team members during the loan approval process
- Initiates Preliminary Credit Packages in the system for Modifications/Renewals/etc.
- Orders and obtains third party reports including appraisals title etc.
- Operates as the liaison for Doc Prep/Legal/Closing/Funding/Booking
- Serves as a point of contact for customer requests including the movement of money loan disbursements wires ACHs and customer payments
- Is responsible for accounts receivable management related to pre-paid closing fees or professional services of the Association
- Operations Related Tasks:
- Serves as a point of contact on internal request forms with responsibilities ranging in multiple stages of completion (initiation to finalize) based on the business issue
- Provides quality assurance of shared documentation
- Prepares Document Checklists
- Executes loan administration tasks
- Confirms loan documentation has been received and filed
- Requests and/or generates any reports for tracking/monitoring of the Teams portfolio
- Document Management
- Responsible for activities related to Mortgage filings
Customer Centricity
- Troubleshoots client questions/issues
- Maintain a 24-Hour communication expectation for customer contacts
- Identifies potential opportunities and forwards those referrals onto the appropriate team member e.g. a tax opportunity for financial services
Monetary
- Process monetary transactions including loan disbursements wires ACHs and customer payments including proper documentation
- Services client requests with money movement of Payments Wires and Draws including engagement of other Association roles to ensure compliance with policy
Job Qualifications and Requirements:
- This position requires an associate or bachelors degree in Agriculture Agri-Business Economics Finance Business or a related field.
- This position is primarily conducted out of a physical Farm Credit East office location in order to effectively serve local customers. Farm Credit East requires new employees to work at their assigned office location for the first 2 weeks of their employment. After 2 weeks of acceptable performance the employee is eligible for a hybrid working structure of 4 days in-office and 1 day working from home each week.
Compensation and Benefits:
Salary Range: $50000-$58000 commensurate with experience
Short Term Incentive to reward business results
Retirement Contributions:
- 401(k) match up to 6% of salary; or for those unable to take full advantage of the 401(k) match verified student loan payments may qualify for an employer match in your 401(k) up to 6% of salary
Defined Contribution retirement plan funded at 2-9% of salary depending on years of service
Time Off:
- 15-25 days of vacation leave per year depending on years of service
12 days of holiday leave per year
- 7.5 days of sick leave in your first year followed by 12 days of sick leave per year thereafter; unlimited rollover of unused sick leave year to year
Health and Insurance:
- Comprehensive medical dental and vision plans including preventive care and wellness programs to support your overall health and well-being
Health Savings Account
- Life insurance at 2x base pay
Accidental Death and Dismemberment insurance at 2x base pay
- Long-term disability insurance at 2/3 base pay
Additional Benefits:
- Tuition reimbursement
Continuing education and training
- Employee Assistance Program offering a wide variety of tools and resources
Farm Credit East is an Equal Opportunity Employer. As an Equal Opportunity Employer we do not discriminate on the basis of race color religion national origin sex sexual orientation gender identity or expression age marital status parental status political affiliation disability status protected veteran status genetic information or any other status protected by federal state or local law. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individuals qualifications for a specific job compliance with the Americans with Disabilities Act (ADA) if you have a disability and would like a reasonable accommodation in order to apply for a position with Farm Credit East please call 1- or e-mail.
Employment Type
Full Time
