Mortgage/Customer Relations
What You'll Do:
Track all outstanding items with mortgage application or file and follow up with borrowers to ensure timely receipt of necessary documentation
Maintain effective communication with applicants, third parties and internal staff on loan status, follow up and/or documentation requests, loan completion and funding of loans
Assist in the facilitation of closing loans with mortgage closers
Work with mortgage loan processors on loan applications in accordance with policies and procedures
Monitor workflow to assure timely processing of loans
Actively cross-sell Credit Union products and services
Upload loan files into loan origination system
Assist mortgage loan officer and processors with other related or administrative tasks
Compile and complete reports as assigned
Assist and support management by performing other duties as assigned
High School Diploma (or equivalent); Bachelor's degree preferred.
Bilingual fluency required (English/Spanish).
2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union.
Working knowledge of mortgage loans and Federal regulations preferred.
Strong commitment to our mission creating economic opportunity for traditionally underserved communities.
Preference for working in organizations that place priority on teamwork and collaboration
Ability and willingness to work beyond normal work hours, as needed.
Strong written and verbal communication skills.
Excellent interpersonal skills and initiative.
Knowledge and understanding of related legal and regulatory standards and required loan documentation.
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology.
Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry.
Ability to effectively plan and prioritize work.
Ability to form and maintain strong relationships with internal and external customers.
Proficiency with Microsoft Word, Excel.
Ability to demonstrate Self-Help's Core Values:
Salary range- MIN $24.50 MID $24.81 MAX $26.76
Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Company Disclaimer:
Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.
Mortgage Loan Assistant • Milwaukee, WI, United States
Start or continue to build your career with a top ranked mortgage company! Waterstone Mortgage was recently named the #2 Best Company to Work For by Mortgage Executive Magazine! Our company culture... Show more
Put your purpose to work at PHS.Apply to Fairway Knoll today! At Fairway Knoll, find purpose and passion in your work with a team of like-minded people focused on enriching the lives and touching t... Show more
TVG-Medulla, LLC is a multi-site healthcare management organization, with an emphasis on providing managed services to chiropractic providers.Medulla provides managed services such as Sales & Marke... Show more
The EMAC Group is actively looking to connect with experienced Wholesale and non-delegated type Account Executives and Regional Managers, on behalf of three established and terrific mortgage compan... Show more
Under direct supervision, this position has responsibility for inspecting, estimating, negotiating, and evaluating 1st and 3rd party auto physical damage claims, including both personal and busines... Show more
Roots Surrogacy is seeking exceptional women for a highly supported, premium surrogacy experience.We work with intended parents who are deeply invested in creating a respectful, connected, and well... Show more
Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more
Healthcare Treasury Management Advisor.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for o... Show more
Join We Care Senior Care, a proud Home Instead franchise, where our mission is to help seniors remain safe and cared for in their homes.Our team allows you to live out your values and make a real d... Show more
Under the direction of the loan officer, acts as a liaison between the loan officer, in-process customers, and branch operations staff.Handles loan volume as directed by each loan officer in a time... Show more
Pay from $30 to $32 per hour with significant growth and earning potential!.Uline Drive, Pleasant Prairie, WI 53158.Are you a finance professional who enjoys working with numbers? Join Uline as a B... Show more
Join a team that is dedicated to supporting your professional growth and long-term success.At GAINSCO, we are a team driven by passion, creativity, and a commitment to excellence.We celebrate achie... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of be... Show more
Responsible for the day-to-day operations and overall lending management of Northwestern Mutual Credit Union.Monitors delinquent loans and oversees the collection process.Ensures that credit union ... Show more
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Senior Helpers in Menomonee Falls, WI.Senior Helpers in Menomonee Falls, WI is seeking a compassionate and dedicated Certified Nursing Assistant (CNA) to join our team.This role involves providing ... Show more
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more
Track all outstanding items with mortgage application or file and follow up with borrowers to ensure timely receipt of necessary documentation.Maintain effective communication with applicants, thir... Show more
