Job Description
SUMMARY
This position is primarily responsible for the processing duties for assigned mortgage loans generated by First United Bank employees.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Performs duties from loans originated from any location throughout the company and/or from various Mortgage Consultants.
Provides excellent customer service to borrowers and internal customers.
Checks reports and follows up on assigned loans.
Ensures timely handling of all loan files.
Works within all posted service levels on all loans.
Reviews and evaluates documentation for completeness and communicates to customers in a one-on-one basis regarding loan status and any additional required documentation.
Works with the loan officer, borrower, and closer to provide updates, address any issues with loan files, and assure a smooth closing.
Submits completed loan files for underwriting approval.
Uses conversation log or memo sections in the current loan entry program each time a file is accessed or handled to accurately note progress of file.
Understands and adheres to mandatory compliance guidelines and attend training as required.
ADDITIONAL DUTIES AND RESONSIBILITIES
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
Technical/Functional Competencies
PHYSICAL REQUIREMENTS
This is sedentary work that requires the following physical activities:
WORKING CONDITIONS:
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Plano-ParkwoodMortgage Loan Processor • Parkwood,Plano
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