HM Loan Officer Assistant

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 21.63 - 31.25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Verbal communication","Interpersonal skills","Customer service","Prioritization","Deadline management"]

Assist loan officers in managing the residential mortgage pipeline from pre-application through closing. Provide administrative support and world-class customer service, including filing, entering application data, scheduling, and coordinating with departments to keep loan files moving. Contact customers for required documentation, compile loan packages, track statuses for weekly pipeline reviews, and follow up on leads. Maintain the customer database, complete weekly cross-sell reporting, and support loan officers during client meetings.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Citizens Bank
Citizens Bank
3 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: 2 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Assist loan officers in managing the residential mortgage pipeline from pre-application through closing. Provide administrative support and world-class customer service, including filing, entering application data, scheduling, and coordinating with departments to keep loan files moving. Contact customers for required documentation, compile loan packages, track statuses for weekly pipeline reviews, and follow up on leads. Maintain the customer database, complete weekly cross-sell reporting, and support loan officers 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 loan originators while delivering world-class customer service to internal and external customers.
  • •Manage loan file processing tasks such as filing, entering application data, scheduling meetings, and coordinating with departments to ensure smooth processing.
  • •Compile loan packages and contact customers to gather required documentation for loan officer review.
  • •Prepare weekly materials for pipeline review, provide file status, and obtain information on outstanding conditions.
  • •Complete weekly cross-sell reporting, maintain the customer database, and serve as backup during loan officer client meetings.

Pay and Benefits

Salary: USD 21.63 - 31.25 hourly
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness Stipend

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 and PowerPoint.
  • •Must meet and comply with all SAFE Act requirements, including pre-employment screening and obtaining a unique identifier from the NMLS.
Experience:Residential mortgage
Education:High School
Skills:Verbal communicationInterpersonal skillsCustomer servicePrioritizationDeadline management
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