- Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports and additional mortgage application paperwork.
- Verify that all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/loan officer.
- Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service.
- Assist with administrative duties such as making and screening calls, booking appointments, etc.
- Serve as a primary contact and liaison between clients, branch manager and assigned loan originator and conduct meetings if required to coordinate any follow-up items.
- Perform other job duties as assigned by Mtg Branch Manager.
- Basic computer skills including Microsoft Office (Word and Excel) and the ability to learn Valley's loan origination systems.
- Excellent telephone, communication and customer service skills.
- Attention to detail with basic math skills.
- Ability to work in a fast-paced environment, multi-task, and ensure deadlines are met.
- Ability to use office machines, calculators, computers, photocopiers, scanners and fax machines.
- Ability to work on a team to ensure departmental goals are achieved.
- High School Diploma or GED and a minimum of one year related administrative experience.
- Complies with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirements and registration requirements.
- Experience in a residential mortgage environment is preferred.
Top Skills
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927.
For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small.
We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed.
©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
