Mortgage Services Department Administrator/Loan Assistant

Essential Functions & Responsibilities:

•Assists Loan Originators and Processors by executing initial loan setups, data entry, and organizing intake applications.

•Orders and tracks necessary third-party services including appraisals, credit reports, flood determinations, and title work.

•Manages daily office workflows, handles incoming mail, monitors departmental emails and salesforce opportunities, and maintains office supply inventories.

•Reviews initial file submissions for required compliance disclosures, ensuring early-stage loan files are complete and orderly. Assists the servicing department with post closing loan reviews..

•Inputs accurate member and application data into Salesforce and internal Loan Origination Systems (LOS).

•Serves as a primary point of contact for routine phone calls, greeting members, routing inquiries, and managing schedules.

•Processes departmental invoices, routes vendor payments for approval, and assists with balancing upfront loan fees.

•Supports management with administrative tasks, reporting requests, and internal audits to maintain operational readiness.

•Maintains a member first mindset.

•Upholds core values and builds team member and customer relationships.

•Completes all training as required.

•Performs other duties as assigned.