Retail Banking Careers

Retail Banking Careers

Mortgage Assistant


$13-25/hr ($27-52k/yr)

View this job in:  Retail & Personal

Do you want to help people live the American dream? Become a Mortgage Assistant and you will spend your days helping clients make their dreams of buying a home come true.

In this role, you’ll enjoy building long-lasting relationships with customers to help them reach their goal of homeownership. You’ll learn about the newest mortgage solutions and how they can fit your customer’s needs. Teamwork is key in this job as you work with processing and closing colleagues to processes mortgages quickly. You will manage files and request documentation from  customers, operations staff or any people. It will be very important to ensure that all documentation meets regulatory and agency guidelines.

To get this job you’ll need a high school diploma or equivalent. Great customer service and attention to detail will help you excel as a Mortgage Assistant.

Key Responsibilities

  • File and maintain loan records
  • Contact customers by mail, telephone, or in person concerning mortgage applications
  • Answer questions and advise customers regarding loans and transactions Review information and accuracy of loan application and closing documents
  • Interview loan applicants to get personal and financial data and to complete applications
  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts
  • Contact credit bureaus, employers, and other sources to check applicant’s credit and personal references

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