Loan Officer Assistant jobs in United States
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M&T Bank · 4 hours ago

Loan Officer Assistant

M&T Bank is seeking a Loan Officer Assistant to support the Loan Officer team in efficiently managing the loan process. The role involves ensuring accurate communication with customers, managing customer data, and providing general sales and operational support.

Financial Services

Responsibilities

Provide a seamless experience for our Mortgage customers by ensuring organization, accuracy, and timeliness of all communications including requests for documentation, coordination of details, and appropriate follow-up with the assigned Loan Officer or team
Serve as a subject matter expert on all relevant Mortgage Sales systems to accurately input and manage relevant customer data and documents. Maintain responsibility for quality and precision of data
Interact with customers directly to follow up on and complete the application process and other documents as needed. Answer other relevant customer inquiries as required. May reach out to Operations team as needed for further support and information
Assist loan officer with various reporting needs to include creation of new reports, running, monitoring, and issuing existing reports and organizing data collection
Maintain current working knowledge of Mortgage products, processes and procedures, and relevant regulations
Provide other general sales, marketing, and operational support for assigned Loan Officer or team as needed
Promote an environment that supports belonging and reflects the M&T Bank brand
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Complete other related duties as assigned

Qualification

Mortgage Sales systemsFHA/VA regulationsSecondary Marketing requirementsBank productsServicesOrganizational skillsVerbal communicationWritten communication

Required

High school diploma (or equivalent) and 2 years relevant work experience in the mortgage and/or finance industry
Knowledge of Secondary Marketing requirements
Knowledge of FHA/VA regulations
Knowledge of Bank products and services
Strong organizational skills with ability to manage multiple priorities
Excellent verbal and written communications skills
Flexible to travel within region and work overtime and/or flexible schedule as needed
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

Preferred

Associate degree and a minimum of 2 years equivalent work experience, OR in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' related experience
Knowledge of Secondary Marketing requirements
Knowledge of FHA/VA regulations
Knowledge of Bank products and services
Strong organizational skills with ability to manage multiple priorities
Excellent verbal and written communications skills
Flexible to travel within region and work overtime and/or flexible schedule as needed

Company

M&T Bank

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Great companies have an enduring sense of purpose.

Funding

Current Stage
Late Stage

Leadership Team

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René Jones
Chairman & Chief Executive Officer
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Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
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