Essential Duties:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Represent the bank to the customer in a courteous and professional manner.
2. Furnish prompt, efficient, and accurate service.
3. Attention to detail and excellent communication skills are required.
4. Maintain work area in a clean, neat, and professional appearance.
5. Greeting customers
6. Meeting with customers, taking application and pulling credit when LO is not available.
7. Complete items on Processing Flow sheet, including ordering the following; tax transcripts, flood cert, insurance, USPS search, appraisal, Patriot Act, VOD, VOE, VOR, FHA Case #, LPD/GSAs, loan payoff, Rapid Reporting, MERS, survey, and final inspection.
8. Work directly with LO, and when LO is unavailable, take phone calls, answer mortgage questions or questions on specific files.
9. Call realtors with questions that arise on specific files.
10. Act as replacement to LO when he/she is out for extended or short periods of time.
11. Set appointments or confirm appointments on refinances / purchases.
12. Manage files before, during, and after closing.
13. Assist or prepare Adverse Actions as needed.
14. File/manage closed files. Box these files up for storage.
15. Post closing follow-up.
16. Write Thank You notes and Christmas cards.
17. Scan files.
18. Exchange information with Realtors, Title Companies, and buyers to get file ready for the Processor.
19. Research and resolve delinquent appraisal issues.
20. Scan appraisal bills and other invoices to be paid.
21. Order any necessary VA documents, as needed.
Equal Opportunity Employer/Veterans/Disabled
Skills Required
- Attention to detail
- Excellent communication skills
- Courteous and professional customer service
- Ability to provide prompt, efficient, and accurate service
What We Do
City Bank is a Member FDIC financial institution focused on delivering a high-quality banking experience. The company cultivates a professional environment that fosters innovation, community involvement, and leadership. Driven by a goal to create satisfying outcomes for its customers, City Bank maintains a people-first culture and offers a comprehensive benefits package designed to support the physical, emotional, financial, and social well-being of its employees.
