Mortgage Loan Opener
Job Type: Full Time
Location: East Norriton, PA
Department: Mortgage
Position Summary:
Responsible for performing various duties to support the Processing Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications Required:
- High School diploma
- Highly organized and proactive; able to meet deadlines in a fast-paced environment
- Ability to work in a team environment
- Strong computer skills (MS Office, etc.)
- High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
- Assist in opening loan applications, ordering 3rd party documents and preparing file for the Processor
- Reviews residential loan application files to verify that application data is complete and meets company standards
- Reviews all documents retrieved against those requested, and analyzes for accuracy and/ or errors
- Completes verifications for credit items, which include, but are not limited to employment, asset information, rental history, credit reports, etc.
- Reviews commitment letters and follow up with clients on any conditions required for approval
- Follows up on all outstanding orders to third parties and borrowers within established company deadlines
- Assists the Processor as needed
- Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
- Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Communicates with management and coworkers in order to integrate goals and activities
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Other duties as assigned
Success factors/job competencies:
- Organizational and time management skills
- Ability to work with little or no supervision
- Excellent interpersonal and communication skills
- Timely and regular attendance
- Completes work in a timely manner
- Actively seeks coaching
- Customer / team centered
Physical demands, work environment, and location:
- Physical Demands: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
- Work environment: The noise level in this environment is minimal
- Location: Various Meridian Bank locations as assigned
Equal Opportunity Statement
- Meridian Bank supports a diverse workforce and is an Equal Opportunity Employer
Performance standards:
- Annual review
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