HM Loan Officer Assistant

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 21.63 - 31.25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Interpersonal skills","Time management","Organization","Customer service"]

Support Loan Officer(s) in managing the residential mortgage pipeline from pre-application through closing. Provide administrative and world-class customer service duties, including filing, entering loan application data, scheduling, and contacting customers for required documentation. Compile and follow up on loan packages, obtain information on outstanding conditions, and coordinate file status for weekly pipeline review. Complete weekly cross-sell reporting, maintain customer data in Loyalty Express, review projection reports twice monthly, and back up the loan officer during client meetings.

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FursaFursa
Citizens Bank
Citizens Bank
2 days ago

HM Loan Officer Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Support Loan Officer(s) in managing the residential mortgage pipeline from pre-application through closing. Provide administrative and world-class customer service duties, including filing, entering loan application data, scheduling, and contacting customers for required documentation. Compile and follow up on loan packages, obtain information on outstanding conditions, and coordinate file status for weekly pipeline review. Complete weekly cross-sell reporting, maintain customer data in Loyalty Express, review projection reports twice monthly, and back up the loan officer during client meetings.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide administrative support to the loan originator and deliver customer service to internal and external customers.
  • •Handle loan file tasks including filing, entering application data, scheduling meetings, and coordinating with departments for processing.
  • •Contact customers to obtain required loan documentation and prepare materials for loan officer review.
  • •Compile loan packages, follow up on documentation completion, and gather information on outstanding loan conditions.
  • •Support pipeline operations including weekly pipeline review file gathering, weekly cross-sell report submission, maintaining customer database, and assisting with projection report reviews.

Pay and Benefits

Salary: USD 21.63 - 31.25 hourly
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness StipendFlexible WorkPaid Leave

Key Requirements

  • •Minimum 3 years residential mortgage experience.
  • •Excellent verbal communication and interpersonal skills.
  • •Ability to meet deadlines while prioritizing a changing workload.
  • •Proficient in Word, Excel, Outlook & PowerPoint.
  • •Successful completion of SAFE Act pre-employment screening checks and obtaining a unique identifier from the NMLS.
Experience:Residential mortgage
Education:High School
Skills:CommunicationInterpersonal skillsTime managementOrganizationCustomer service
Tech Stack:WordExcelOutlookPowerPointLoyalty Express

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website