About this role
Essential Functions & Responsibilities
- Assists Loan Originators and Processors by executing initial loan setups, data entry, and organizing intake applications.
- Orders and tracks necessary third-party services including appraisals, credit reports, flood determinations, and title work.
- Manages daily office workflows, handles incoming mail, monitors departmental emails and salesforce opportunities, and maintains office supply inventories.
- Reviews initial file submissions for required compliance disclosures, ensuring early-stage loan files are complete and orderly. Assists the servicing department with post closing loan reviews..
- Inputs accurate member and application data into Salesforce and internal Loan Origination Systems (LOS).
- Serves as a primary point of contact for routine phone calls, greeting members, routing inquiries, and managing schedules.
- Processes departmental invoices, routes vendor payments for approval, and assists with balancing upfront loan fees.
- Supports management with administrative tasks, reporting requests, and internal audits to maintain operational readiness.
- Maintains a member first mindset.
- Upholds core values and builds team member and customer relationships.
- Completes all training as required.
- Performs other duties as assigned.