Loan Officer Assistant

Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.

Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.

Summary

Provides administrative and sales support for Residential Loan Officers and interacts with customers and members of the Residential Lending Operations team in order to promote Leader Bank’s various mortgage products and services.

Responsibilities

• Responds to mortgage related telephone inquiries and encourages mortgage business development through telephone contact.
• Manages client relationship.
• Reviews and assesses individual needs of the customer by asking appropriate questions and employing active listening skills.
• Counsel’s customers on mortgage programs by explaining guidelines, program parameters and rate lock options.
• Screens customers/employees requests and implements the resolution or refers it on to the appropriate individual.
• Coordinates meetings, mailings and promotions for customers and referral partners
• Prepares new application packages and assists originators in the distribution to customers.
• Positively adapts to all learning experiences and changes with the Loan Officer Assistant position and environment.
• Establishes and maintains a good working relationship with all bank personnel.
• Understands and adheres to security and compliance policies and procedures.
• Accurately quote mortgage interest rates to customers according to guidelines.
• The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties, both related and unrelated to the above, may be assigned and therefore required.

Qualifications

• Individual NMLS Registration required (company sponsored)
• Excellent organizational skills.
• Ability to handle multiple priorities and poses a strong attention to detail.
• Excellent verbal and written communication skills.
• Willingness to work overtime as needed.

Education

• Bachelor’s degree preferred but may substitute equivalent sales/work experience.

Experience

• Prior experience with Ellie Mae’s Loan Origination System, Encompass, a plus.

Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.

Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.