External Loan Officer Assistant- Mortgage Banking at City National Bank in Boise, Idaho, United States Job Description EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING WHAT IS THE OPPORTUNITY? An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience. The LOA is primarily responsible for daily pipeline management, basic communication with the customer and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items. What you will do + Assist the mortgage loan officer with the day-to-day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence. + Prepare and review loan applications and documentations to ensure accuracy and completeness before submission to underwriting + Provide exceptional customer service by addressing client questions and concerns throughout the loan process. Assist clients in understanding the mortgage process and the documentation required comments sharing they feel supported and informed throughout. + organize and maintain files, records, and databases related to the mortgage loan applications + Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments. + Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan. + Provide ongoing support for compliance with all applicable laws, regulations and administrative duties. + Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan. + Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. Must-Have + H.S. Diploma + Minimum 5 year of Customer Service experience or financial experience + SAFE Act Registration Skills and Knowledge + Bachelor's degree highly preferred + Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail. + Utilizes independent judg To view full details and how to apply, please login or create a Job Seeker account
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