Administrative Assistant : Leading Nationwide Financial Institution Company Name Confidential
One of the nations largest independent residential retail lenders is looking for an administrative assistant to assist a Branch Manager at a recently opened and rapidly growing office in New Yorks capital region. This positions primary responsibility will be to work directly with the Branch Manager to assist and develop his growing business. The position requires a detail oriented, highly organized individual who has the ability to work as a team player in a fast paced environment. He/She will be required to assist the branch manager with day to day tasks including, but not limited to, assisting with the entire loan process from start to finish while maintaining superior communication and providing quality customer service.
To be a good fit for this opportunity the preferred candidate will bring a positive attitude and solid work ethic. The preferred candidate will work directly for the branch manager and will strive to deliver success to the team and will participate directly in growing the business. He/she will also showcase interpersonal skills while interacting with diverse stakeholders ranging from clients, real estate agents, builders and attorneys. He/She will also need to be self-motivated and energetic, have a high bias for action, and be comfortable achieving goals autonomously.
Job Requirements:
Follow loans through approval process to ensure all phases are completed in a timely manner
Verifies customer documentation and orders necessary supporting documentation. Orders credit reports and submits to automated underwriting system for approval.
Performs employment verification
Works with client and third party vendors to gather necessary documentation for loan approval
Orders appraisals and resolves related issues
Creates loan application cover letters, copy customer doc set and mail out to customer within 24 hours of receipt of file. Submit file to Operations.
Maintains a high level of customer service by being proactive in communication with clients, realtors, loan officers, attorneys, etc.
Assist with customer and referral source communication during the loan process through closing. Provide loan status to customers and agents each week. Contact customer prior to closing to confirm funds required to close, loan program, monthly payment, closing date/time/location and answer any additional questions.
Provide marketing support to increase LO production. Includes creating marketing materials, distributing monthly database mailings, updating customer and referral source information in ACT, etc.
Provides additional support to branch manager as needed
Skills & Qualifications:
Minimum of one year office administration experience.
Knowledge of standard loan practices, documents, and real estate terminology a plus
Excellent communication and organization skills
Excellent interpersonal skills
Detail oriented with the ability to multi-task and operate in a high-volume, fast-paced environment
Computer proficiency in a Microsoft Office environment. Must have comprehensive knowledge of Excel, PowerPoint, Outlook, Word. Knowledge of ACT! a plus.
Team Player
Effective Date:
Immediate Hire
- Location: Latham
- Compensation: Base salary plus incentive, based on experience
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.