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Open nowPosted 27 days ago

Loan Officer Assistant (SAFE Act)

mtb84 open roles

Pay
$21 – $34 an hour
Where
Lake Oswego, OR
Work mode
Hybrid
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Your applicationOpen nowLoan Officer Assistant (SAFE Act)mtb · Lake Oswego, OR

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The clock on this job

Early applications get read.

9.4% of postings close within 7 days. Measured by our own scanner across the market. mtb postings stay open a median of 5 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.9%3 days
  3. 9.4%7 days
  4. 15.5%14 days
  5. 33.8%30 days
This job: posted 27 days ago

mtb median: 5 days open

The posting

Overview:

Acts in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act.

Primary Responsibilities:

  • Assist Loan Officer in developing and managing a referral source, prospect and customer base.
  • Assist Loan Officer in developing and implementing marketing/sales support programs to develop new business.
  • Interact with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate.
  • Provide follow-up on loan conditions as required by commitment letter.
  • Interact with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames.
  • Serve as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner.
  • Maintain and organize current and required loan documents for all loan programs as needed.
  • Take loan applications as necessary and input loan data into processing system via laptop.
  • Assist Loan Officer in providing required reporting as needed.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.

Scope of Responsibilities:

Incumbent works under general supervision.

In many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing.

Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act.

Answer customer phone calls in courteous and professional manner.

Supervisory/Managerial Responsibilities:

Not Applicable.

Education and Experience Required:

High school diploma (or equivalent) or equivalent work experience.

Knowledge of Secondary Marketing requirements.

Knowledge of FHA/VA regulations.

Knowledge of Bank products and services.

Strong organizational skills with ability to manage multiple priorities.

Excellent verbal and written communications skills.

Flexible to travel within region and work overtime and/or flexible schedule as needed.

Education and Experience Preferred:

Prior mortgage experience.

Knowledge of software utilized by department.

Knowledge of Bank products and services.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Lake Oswego, Oregon, United States of America

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