- Administer the loan origination process alongside and in assistance to Commercial and Mortgage Loan Originators. This includes, but is not limited to:- Keep progress reports up to date and alert Originator of any red flags and/or the need for additional items.- Research and obtain subject property information from available sources Cadastral, county sites, listing information, property tax bill. Upload to borrower folder and Image Flow.- Assist in preparing Appraisal Request Form and Property Summary Form.- Set up new loan files and assist with getting documents to borrowers for signature.- Input new loan data into applicable LOS systems.- Prepare disbursement checks on commercial loans when needed.- Prepare modification requests to be sent to Credit Admin or Underwriting.- Assist as needed in closing process; attend closings at title companies in Loan Originator's absences, including reviewing documents with members as well as obtaining all required signatures in the appropriate areas.- Coordinate with Credit Admin to request and review new loan docs on commercial loans- Work with title company to prepare settlement statement and coordinate delivery of loan documents on commercial loans- Assist in sending financial request letters and maintain tickler system used for tracking financials.- Answer phone and greet walk-in members in a competent and professional manner. Direct all inquiries to appropriate personnel.- Take messages and coordinate appointments for Loan Originators; prepare documents, correspondence and spreadsheets as needed.-Scan and upload documents to the correct categories of the applicable LOS system in preparation for assignment to loan underwriting and loan processing.- Maintain license as Notary Public for the State of Montana.
1-4 years
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.- Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.- Ability to follow oral and written instructions.- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others work styles.- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
- High school diploma or equivalent.- 1-3 years banking experience required.- Basic knowledge of consumer, real estate and commercial loan required.
High School
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