Home Lending Production Partner

Description

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 8 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY:

Supports the functions of the high producing loan officer by performing clerical duties, to include verifying, compiling and completing mortgage loan application information, in addition to customer service functions. Examines, evaluates, and recommends approvals of customer applications related to home lending. Works with Loan Officer in the communities served by 1st Security Bank of Washington by building partnerships with realtors, builders, title companies, insurance companies, and other entities tied to home lending. Provides additional point of contact for customers during the lending process.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Collaborate in meeting the sales goal of the loan officer.
• Processing of loan documentation.
• Inputting loan application data into the Loan Operating System.
• Managing pipeline and closed loan reports to ensure efficient file flow and processing.
• Price and lock loans per loan officer requests.
• Pull credit reports and pre-qualify clients per loan officer requests.
• Scan client documentation into processing software.
• Maintain and update client databases.
• Keep up to date on loan programs, processes, and procedures related to mortgage originations.
• Clerical duties as needed including filing, photocopying, collating, and scanning.
• Maintain marketing materials for loan officers including client newsletters/flyers.
• Facilitate and maintain communications between loan officers, client, real estate agents, branch staff, insurance agents, closing agents, and outside vendors.
• Performs other duties as assigned.

YOU WILL BE ELIGIBLE FOR

• Full medical, dental, and vision coverage for individual or family plan.
• Life insurance.
• Long- and short-term disability insurance.
• 401K matching program.
• Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.
• Ethical - fair, honest and act with integrity.
• Lead by Example - maintain a positive attitude, show respect for others, and have some fun!
• Accountable - we take our responsibilities seriously and we meet our commitments with urgency.
• Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.
• Embrace Dreams - we encourage each other to reach for our dreams.
• Diversity - we celebrate diversity and support equality for all.
• Community Oriented - we actively support our communities and the Bank's CRA initiatives.
• Open and Honest Communication - always professional, responsive, and timely.

Qualifications

EDUCATION and/or EXPERIENCE

• High School Diploma or GED required.

• NMLS #

• Mortgage banking experience preferred within the markets served by 1st Security Bank.

• Strong customer service interpersonal skills.

• Excellent written and verbal communication skills.

• Must demonstrate a high level of organization, attention to detail, and thoroughness.

• Knowledge of mortgage banking procedures including an understanding of loan processing.

• Computer skills in MS Office Suite, spreadsheets, and database lending software.

• Must be able to handle pressure situations and meet deadlines.

• Must be customer service oriented.

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and have the ability to learn other programs.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will operate in a general office environment, using office equipment such as a phone and a computer. The employee must be able to bend and squat occasionally when accessing storage.

• The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public.