Full-Time

Mortgage Loan Assistant

First United Bank

First United Bank

Community banking and financial services

No salary listed

Shawnee, OK, USA

In Person

Category
Finance & Banking (1)
Required Skills
Customer Service
Requirements
  • A high school diploma or equivalent GED is required.
  • One year of experience in a mortgage lending environment is preferred.
  • Strong organizational skills are required.
  • Excellent verbal and written communication skills are required.
  • Exceptional interpersonal communication skills are required.
  • The ability to work independently on assigned tasks and accept direction on given assignments is required.
  • The employee must complete all required compliance examinations annually and adhere to all First United policies and procedures.
Responsibilities
  • Cross-sell First United Bank products and services to borrowers and other customers.
  • Work with assigned bank personnel to promote First United Bank in assigned markets.
  • Take thorough and complete loan applications and analyze and pre-qualify applicant information to determine the viability of the desired loan program.
  • Pull and analyze credit and compare it for accuracy with the mortgage borrower's statements and loan application.
  • Assist in determining the correct loan options for borrowers based on their present situation, future plans, and preferred loan product.
  • Assist in submitting loan applications, preliminary income and asset verification documents, loan disclosures, required credit explanation letters, and executed application forms to processing.
  • Meet minimum expectations for First United's best practices and production standards.
  • Attend production meetings as necessary.
  • Provide customer service, maintain high ethical standards, and ensure compliance with every borrower.
  • Perform other duties as requested by the supervisor.
  • Dress professionally.
Desired Qualifications
  • One year of experience in a mortgage lending environment.

First United Bank is a community bank providing personal, business, mortgage, and wealth services. Its offerings include deposits, lending, treasury management, insurance, investments, and financial guidance. Branches and digital channels serve individuals, families, businesses, and local organizations. The bank combines regulated financial products with relationship-based service, helping households and organizations manage everyday accounts as well as home ownership, business capital, cash flow, risk protection, and long-term wealth decisions.

Company Size

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Total Funding

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Headquarters

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Founded

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