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Wintrust

Community banking, wealth management, lending

Loan Originator Assistant

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Must have current knowledge of Fannie Mae and Freddie Mac guidelines.
  • Must have working knowledge of mortgage loans and/or loan procedures.
  • Must have working knowledge of computers, including Microsoft Word, Microsoft Excel, and the Internet.
  • Must have 3–5 years of current mortgage banking experience or related sales or marketing experience.
  • Must be able to multitask and demonstrate interpersonal, organizational, written and oral communication, and telephone etiquette skills.
  • Must be able to work independently and take direction.
  • Must demonstrate motivation, energy, and time-management skills.

Responsibilities

  • Assist in the origination, processing, and closing of loans.
  • Monitor each file's status and ensure accurate and efficient processing through closing, including guideline research.
  • Review files for completeness, accuracy, and compliance.
  • Work with internal and external customers.
  • Contact referral sources, including attorneys and agents, on behalf of the Loan Officer.
  • Assist in marketing the Loan Officer's services to prospective referral partners using marketing materials.
  • Manage day-to-day transactions and relationships with customers and vendors.
  • Meet with potential borrowers to analyze their financial situations and needs for purchase or refinance, and gather necessary loan documentation.
  • Provide necessary documentation to processing and underwriting departments to support timely loan closings.
  • Perform other duties as assigned.

Desired Qualifications

  • Encompass experience is preferred.

About the Company

Wintrust

Community banking, wealth management, lending

Wintrust operates as a financial holding company with a network of community banks, offering checking and savings, personal and auto loans, credit cards, wealth management, commercial banking, and mortgage lending. It serves individuals, small- to mid-sized businesses, and institutional clients, earning revenue from interest on loans and investments and from service fees; deposits, loans, and advisory services are delivered through its branches and digital channels. The company differentiates itself through a large local footprint of more than 175 locations in the Chicago area, southern Wisconsin, and northwest Indiana, providing an integrated, regionally focused suite of financial services.]

Company size
1,001-5,000
Company stage
IPO
Headquarters
Rosemont, IL
Founded
1995

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