Home Lending Funding Assistant
Job Details
Entry
Mountlake Terrace - Mountlake Terrace, WA
Full Time
High School
Day
Banking
Description

SUMMARY: 

Responsible for various activities required for the administration of mortgage loans from funding through investor purchase and file completion.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  • Partner with Funders to assure service level agreements are met.
  • Logging in of funding packages upon receipt.
  • Filing funding packages electronically and/or paper file folders.
  • Clerical duties as needed including filing, photocopying, collating and scanning.
  • Mailing of post closing items such as Closing Disclosures.
  • Distribute incoming mail.
  • Store, distribute and manage any original loan documents as needed.
  • Performs other duties as assigned.
Qualifications

EDUCATION and/or EXPERIENCE

  • High School Diploma or GED required.
  • Excellent written and verbal communication skills.
  • Ability to work closely and efficiently with lending personnel.
  • Strong customer service skills required for internal and external customer communications.
  • Proficient in MS Office Suite, spreadsheets, and database lending software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The employee will operate in a general office environment, using office equipment such as a phone and a computer.  The employee must be able to bend and squat occasionally when accessing storage. 
  • The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment.  The employee must be able and willing to interact frequently with the general public. 
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