Description
The Mortgage Division Intern provides administrative, operational, and customer service support to Mortgage Loan Originators and the mortgage lending team. This internship is designed to provide hands-on exposure to residential mortgage lending in a community bank environment, while assisting with day-to-day activities that support loan production, customer communication, and file organization.
The intern will work under close supervision and will not engage in loan origination activities that require licensing. All duties will be performed in compliance with bank policies, regulatory requirements, and confidentiality standards.
Essential Duties and Responsibilities
- Assist Mortgage Loan Originators with administrative and clerical support
- Help organize and maintain mortgage loan files (paper and electronic)
- Assist with gathering, scanning, and indexing borrower documentation
- Prepare and assemble loan application packets and disclosures for review
- Track application milestones and assist with follow-ups as directed
- Communicate with internal departments (processing, underwriting, closing) to support file flow
- Assist with scheduling appointments and coordinating borrower communications
- Maintain accurate records and update loan tracking systems or spreadsheets
- Support marketing or community outreach efforts related to mortgage lending, as approve
Compliance and Regulatory Responsibilities
- Maintain strict confidentiality of customer and bank information
- Follow all bank policies, procedures, and security requirements
- Comply with applicable mortgage regulations, including consumer privacy requirements
- Do not discuss loan terms, rates, or provide credit decisions to customers
- Immediately escalate questions or issues to supervising staff
All other duties as assigned.
Requirements
Working Conditions:
- 100% Office-based position in a professional banking environment.
- Internship may be part-time or full-time depending on program structure.
- Schedule may be flexible to accommodate academic requirements.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Professional attire required.
Qualifications:
- High school diploma or equivalent required.
- Currently enrolled in, or recently completed, a degree program in business, finance, accounting, economics, or a related field preferred.
- Prior office, customer service, or administrative experience is a plus but not required.
- Interest in banking, mortgage lending, or financial services.
- Strong organizational and time management skills.
- Attention to detail and accuracy.
- Professional communication skills (verbal and written).
- Ability to handle sensitive information with discretion.
- Basic proficiency with Microsoft Office (Word, Excel, Outlook).
- Ability to work independently while following instructions and supervision.
Skills Required
- High school diploma or equivalent
- Currently enrolled in a degree program in business, finance, accounting, economics, or related field
- Prior office, customer service, or administrative experience
- Strong organizational and time management skills
- Professional communication skills (verbal and written)
- Basic proficiency with Microsoft Office (Word, Excel, Outlook)
What We Do
Local Bank is a community bank with a 100-year history, offering local banking services with great customer service in locations like Tahlequah, Park Hill, Grove, Sallisaw, and Hulbert.
