Loan Administrative Assistant

SUMMARY

Performs a variety of noncomplex and complex clerical duties related to consumer and mortgage loans in accordance with policies and procedures. Works as a team with all loan officers to gather information required for Consumer and Mortgage loan applications.  

ESSENTIAL RESPONSIBILITIES AND DUTIES

Understand comply and follow all the credit unions policies/procedures banking rules regulations and laws including but not limited to NCUA regulations Bank Secrecy Act regulations Regulation Z and Regulation B

Register for NMLS and complete required training.

Answer member phone inquiries for mortgage or consumer loan information or maintenance.

Assist loan officers in the preparation of pre-funding worksheets loan documentation checklists and any other communications necessary to process the loan.

Quoting preparing and archiving payoff letters.  

Prepares/composes written correspondence and memos as requested by loan officers

Mail out and file Adverse Action Notices 

Process incoming mail which includes payoffs and insurance declarations/cancellations 

Check department voice mails and distribute to appropriate loan officer

Follow up for closing stipulations with the branches as needed

On a quarterly basis process and send real estate tax checks

Maintain tax bill files and Home and Car Insurance 

Mortgage Servicing as needed

Ordering Visa cards once approved

Performs notary services as needed

State National forced place insurance processing and tracking 

Prepares loan and Visa accounts for referral to outside agencies - gathering information scanning documents and sending emails.

Other duties as assigned

Qualifications :

QUALIFICATIONS SKILLS AND ABILITIES:

HS Diploma or equivalent

6 months to 2 years of similar or related experience.

Proficiency in MS Office especially Excel

Good organizational skills and able to multitask

Strong interpersonal skills 

Strong reading comprehension and written communication skills sufficient to perform job responsibilities. 

Ability to understand interpret and carry out detailed written and verbal instructions while exercising sound judgment and attention to detail. 

Ability to research collect and analyze data.

Creative at problem solving and developing alternative solutions. 

Accuracy and attention to detail.

Strong verbal communication skills:

Ability to communicate effectively in one-on-one and small group settings. Speaks clearly and professionally actively listens asks clarifying questions when needed and responds thoughtfully to questions and feedback. 

Good basic math skills.

Additional Information :

As a First Financial employee youll enjoy a challenging work environment and an
opportunity to make a difference. We offer paid training and a great benefits package 
including Medical Dental Rx Vision Life Insurance Vacation Sick Personal Tuition 
Assistance Program and Retirement Plan.

Equal Opportunity Employer/Veterans/Disabled

Remote Work :

No

Employment Type :

Full-time