Mortgage Loan Assistant


Position Summary


Responsible for all inbound calls regarding mortgage questions in reference to: mortgage payments, principal reductions, account balances, verifications of mortgage, year-end information, contact information maintenance, etc.  Also assist quality control department.


Essential Duties and Responsibilities


1.      Answer all incoming mortgage telephone calls and assist customers with loan account questions.

2.      Send and collect any change of address or contact information forms.

3.      Make any necessary credit bureau corrections.

4.      Prepare and send adverse action notices.

5.      Assign and prepare file for processing by reviewing application and supporting documents.

6.      Prepare change in terms requests as needed.

7.      Help with HMDA Report and audit loan files.

8.      Assist with mortgage renewals.

9.      Other duties and responsibilities as may be assigned by supervisor.

10.  Adhere to the BSA policy, bank policy, and all federal regulations.


Minimum Qualifications (Education, Experience, Skills)


·         Mortgage loan experience preferred.

·         Ability to multitask.

·         Good organizational skills.

·         Proficient in Microsoft Office Suite.

·         Ability to learn new software systems quickly.

·         Accuracy and ability to coordinate and prioritize workday efficiently. 

·         Ability to exhibit professionalism in communication skills.

·         Excellent typing skills.


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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.


While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.


The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.


The noise level in the work environment is usually moderate.


This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.  Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.


All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.  To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.  The requirements listed in this document are the minimum levels of knowledge, skills or abilities.


This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. 

FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled
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