Home Lending Loan Officer Assistant

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 9 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY:   

Provides administrative and customer service support to the mortgage loan officer in a high-production environment.  Performs clerical duties, including verifying, compiling and completing mortgage loan application information and database management.     

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Provides clerical support to assist the loan officer in meeting sales goals.

• Processes mortgage loan documentation.

• Inputs loan application data into the Loan Operating System.

• Manages pipeline and closed loan reports to ensure efficient file flow and processing.

• Prices and locks loans per loan officer requests.

• Pulls credit reports and pre-qualifies clients per loan officer requests.

• Scans client documentation into processing software.

• Maintains and updates client databases.

• Stays current on loan programs, processes, and procedures related to mortgage originations.

• Performs clerical duties, such as filing, photocopying, collating, and scanning.

• Maintains marketing materials for loan officers including client newsletters/flyers.

• Facilitates and maintains communication between loan officers, clients, real estate agents, branch staff, insurance agents, closing agents, and outside vendors.

YOU WILL BE ELIGIBLE FOR

• Full medical, dental, and vision coverage for individual or family plan.

• Life insurance.

• Long-term disability insurance.

• 401K matching program.

• Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.

• Ethical - fair, honest and act with integrity.

• Lead by Example - maintain a positive attitude, show respect for others, and have some fun!

• Accountable - we take our responsibilities seriously and we meet our commitments with urgency.

• Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.

• Embrace Dreams - we encourage each other to reach for our dreams.

• Diversity - we celebrate diversity and support equality for all.

• Community Oriented - we actively support our communities and the Bank's CRA initiatives.

• Open and Honest Communication - always professional, responsive, and timely.

EDUCATION and/or EXPERIENCE

• High School Diploma or GED required.

• One-two years of previous mortgage banking experience preferred.

• Strong customer service and interpersonal skills.

• Excellent written and verbal communication skills.

• Must demonstrate a high level of organization, attention to detail, and thoroughness.

• Knowledge of mortgage banking procedures including an understanding of loan processing.

• Computer skills in MS Office Suite, spreadsheets, and database lending software.

• Must be able to handle pressure situations and meet deadlines.

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and have the ability to learn other programs.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will operate in a general office environment, using office equipment such as a phone and a computer.  The employee must be able to bend and squat occasionally when accessing storage. 

• The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment.  The employee must be able and willing and able to interact frequently with the general public.