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First United Bank · 1 month ago

Mortgage Loan Assistant

Shawnee, OK

Full-time

Onsite

Entry Level

1+ years exp

First United Bank is a recognized organization in Oklahoma known for its friendly and talented workforce. The Mortgage Loan Assistant is responsible for assisting in the origination and closing of mortgage loans, ensuring exceptional customer service, and compliance with bank policies.

BankingFinancial ServicesInsuranceLending

Responsibilities

Cross sells First United Bank products and services to borrowers and other customers

Works with assigned bank personnel to promote FUB in assigned markets

Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program

Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application

Assists in the determination of the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product

Assists in the submission of the loan applications, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters and executed application forms to processing

Meets minimum expectations for First United’s best practices and production standards

Attends production meetings as necessary

Provides exceptional customer service, maintains high ethical standards, and insures compliance with every borrower

Performs other duties as requested by Supervisor

Completes all required compliance exams on a yearly basis

Adherence to all First United Policies and Procedures

Dresses professionally