Under general supervision, in accordance with established policies and procedures, performs a variety of receptionist, secretarial and clerical duties. Working as a team with other loan assistants, assist lending officer to gather information required for loan applications. Extensive contact with customers and the public both in person and on the phone.
Essential Duties and Responsibilities
Answers incoming phone calls (multiple lines), resolves customer inquiries within prescribed authority, and when necessary directing calls to the loan officer
Serves as primary receptionist for loan officer
Schedules appointments for loan officer
Prepares/composes written correspondence and memos as requested
Obtains information related to the consumer loan origination process including: ordering appraisals, credit reports, preliminary title reports, insurance information, and various other items
Completes clerical tasks such as filing, photocopying, faxing documents, scanning, organizing files and maintaining supplies
Assist with property management and managing rental units. Some cash handling involved
Other duties as assigned
To perform this job successfully, an individual must be able to perform each essential function satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Ability to provide courteous knowledgeable and professional customer service both in person and on the phone
Ability to perform a wide range of administrative and secretarial duties
Knowledge of general banking policies/ procedures (preferred but not required)
Strong advanced skills operating a personal computer including Microsoft Word, Microsoft Excel, and navigating the internet
Ability to assume responsibility, display initiative, exercise good judgement and make and act upon decisions with minimal supervision.
Knowledge typically gained through a minimum of one year progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position.
Ability to read and interpret documents. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with fellow employees, customers, vendors and management. Bilingual Required (Spanish and English.)
Other Skills and Abilities
To perform the job successfully, an individual should demonstrate the following competencies:
Dependability– Ability to make self-available for work on a consistent and timely basis with infrequent unplanned absences; ability to ensure work responsibilities are covered when absent; ability to follow instructions, and respond to managements directions.
Prioritization/Time Management– Ability to assess multiple tasks or issues which are competing for a limited amount of time or resources and effectively determine order in which each will be addressed; ability to set priorities, goals, and timetables to achieve maximum productivity; ability to track both completed and incomplete activities.
Teamwork– Ability to work cooperatively with others as part of a formal or informal team to accomplish office goals; ability to respect the needs, ideas and contributions of others. Ability to focus on solving conflict, not blaming; ability to maintain confidentiality.
Customer Service– Ability to provide internal and external customers with the highest quality of customer service that meets their needs, in a timely efficient and professional manner; ability to follow up on customer complaints, questions or requests.
Please upload your resume or call (831) 761-2200
734 E Lake Ave. #6
Watsonville, California 95076
PRIME HOME LOANS - Where mortgages are only the beginning
734 E Lake Ave. #6 | Watsonville, CA 95076
MLO License Info
Real Estate Broker | Lic. 01163652
Sergio Angeles | NMLS #245715
Mortgage Loan Originator | NMLS #341672