Job Listing

MORTGAGE ORIGINATION ASSISTANT

KINGSTON, NY

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Category:

TEMPORARY

Status:

FULL TIME

Type of Business

BANK

Job Qualifications:

Schedule and Pay: 

  • Hours: Monday through Friday, 9:00am-5:00pm
  • Pay Rate: $15/hour
  • Long-term temp position

Job Description:

Duties and Responsibilities:


1    Assist originators to schedule and confirm appointments with prospective borrowers.
2    Assist prospective borrowers by phone or office walk-in: 

  • Fill out credit authorization and pull merged credit report as needed
  • Copy any information for the application and/or information from the borrower
  • Follow-up as needed throughout the process 
  • Assist in updating and completing the application as needed. 

3    Assist in providing support in the following areas:

  • Preparing checks for mortgage closings 
  • Instruct applicant(s) on required documentation for application appointments. 
  • Ability to answer existing mortgage customer's questions on all aspects of their loan.
  • Follow up with current applicants on outstanding application items. 

4    Act as back up when originator is out of the office (i.e. paperwork, phone calls, etc.) 
5    Act as a liaison between underwriter, realtor, customer and originator. 
6    Working knowledge of different financing programs and investor underwriting guidelines. 
7    Shop other lenders (by telephone and in person) as requested. 
8    Email rate sheets to realtors from distribution list
9    Distribute and update CRM leads
10  Utilize contact system that keeps track of weekly phone calls, inquiries and assignment of loans
11    Assist with creating promotional packets for realtor meetings and seminars. 
12    Email rate sheets to realtors from distribution list (Friday's). 
13    Distribute and update CRM leads and Westwood Real Estate leads. 
14    Assist with creating promotional packets for realtor meetings and seminars.

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MORTGAGE ORIGINATION ASSISTANT
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