Overview:
This is a 12-month, temporary position in which the candidates will learn all aspects of mortgage lending through on-the-job experience. The candidate will work in and out of the office. After 12 months, the Associate is expected to have procured referral sources and will graduate to a commission-only “Mortgage Loan Originator.” (The Mortgage Loan Associate position may be extended 6 months, 18 months total, if approved by the immediate manager and the advisor has met the expectations of the role)

Responsibilities:

• Community outreach, including marketing to referral bases such as realtors and builders
• Mastering the skills needed for all aspects of loan origination. Study guidelines and show initiative to learn independently. Work with all departments within the mortgage line of business to understand how the mortgage business operates.
• Provide sales support to LO through courtesy calls, thank you notes, conducting sales activities, etc.
• Coordinate loan closings with attorneys and closing agents
• Other duties as directed by the LO to provide sales and service support to customers and referral sources.
• Assist LO with customer inquiries by providing payment and cost information.
• Facilitate the application process via phone or internet.
• Produce disclosures and other written estimates.
• Handle follow-up calls for documentation, realtor updates, and clearing underwriting conditions
• Perform additional duties as assigned.

• Community outreach, including marketing to referral bases such as realtors and builders
• Mastering the skills needed for all aspects of loan origination. Study guidelines and show initiative to learn independently. Work with all departments within the mortgage line of business to understand how the mortgage business operates.
• Provide sales support to LO through courtesy calls, thank you notes, conducting sales activities, etc.
• Coordinate loan closings with attorneys and closing agents
• Other duties as directed by the LO to provide sales and service support to customers and referral sources.
• Assist LO with customer inquiries by providing payment and cost information.
• Facilitate the application process via phone or internet.
• Produce disclosures and other written estimates.
• Handle follow-up calls for documentation, realtor updates, and clearing underwriting conditions
• Perform additional duties as assigned