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Mortgage Loan Partner II
Qualities of the successful candidate include:
- Professional appearance and attitude are a must
- Must have knowledge of credit analysis, credit policy/procedures, real estate (business/personal) lending, problem loan administration, financial budgeting and planning, banking rules and regulations and bank products offered
- Computer knowledge and the ability to learn various software programs is a must
- Attention to detail while preparing and proofing loan documents, establishing priorities and meeting deadlines is required
- Must be able to multi-task, be organized and work under stress and pressure.
- Must be dependable, trustworthy and maintain confidentiality.
- Good verbal and written communication skills.
- This person is required to represent and promote a positive image of the Bank in the community through involvement and/or participation in the community, civic, and charitable organizations and agencies.
- Ability to effectively present information and respond to questions from management and support staff.
- Ability to communicate and interact effectively and professionally with internal and external contacts including processors, underwriters, management, staff, realtors’, and vendors.
- Must have the means to travel to customers’ home or office and to any offsite locations; such as a title company.
- Lock loan terms.
- Send disclosures and updated needs list.
- Conduct quality control review once final paperwork is received.
- Keep Mortgage Banker on track with new Real Estate agents.
- Update calls to clients as well as written updates.
- Attend closings if the Mortgage Banker is unable.
- Send Closing Disclosure (CD) for client review and signature(s) to meet Tila/Respa Integrated Disclosure (TRID) guidelines.
- Order disclosures.
- Order appraisals.
- Advise Mortgage Banker if there are any loans that need help or may not close on time.
- Weekly Loan Partner Reporting to meet milestone process expectation.
- Prep and manage Real Estate Agent list.
We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.
Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team.
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.
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