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Mortgage Loan Originator Assistant (First Bank and Trust)
Ref No.: 16-08352
Location: Destin, Florida
This position handles the administrative duties for a Loan Originator, including extensive customer contact and the development and delivery of all loan documentation from application through post-closing.

  • Assists loan customers daily, in person and by telephone, to help resolve, in a courteous and professional manner, any questions or problems the customer(s) may have;
  • Prepares loan packages for all loan requests and is accountable for the accuracy and completeness of all loan files through the loan closing;
  • Responsible for monitoring and clearing all loan exceptions;
  • Pulls and works exception and tickler reports weekly.
  • Processes credit inquiries;
  • Order appraisals on new credits and order updates on existing credits.

  • Listed above are the essential functions for the job. First Bank and Trust promotes an equal employment opportunity work place which includes reasonable accommodation of otherwise qualified disabled applications and employees.

    This description is intended to outline the principal duties, responsibilities, and accountabilities of the position, but may not cover all tasks or functions for which the person holding the position will be held accountable.

  • High School diploma or equivalent plus two year vocational educational program or relative work experience;
  • Previous loan administration or executive assistance experience in a customer service related position;
  • Extensive knowledge of loan documentation;
  • Extensive knowledge of lending compliance regulations, especially as they relate to mortgage loans;
  • Ability to work independently and use independent judgment.
  • General banking knowledge;
  • Excellent PC skills, especially in Microsoft Word, Excel and Database applications .
  • Working knowledge of Calyx preferred but not required;
  • Excellent customer service skills;
  • Excellent communication skills both in person, in writing and by telephone;
  • Organized with an attention to detail;
  • Professional in appearance and manner;
  • Prompt and dependable attendance.
ControlID: 14.234.89 SHR