Mortgage Loan Assistant in Fort Myers, FL at First Horizon National Corporation

Date Posted: 12/30/2020

Job Snapshot

  • Employee Type:
  • Location:
    6651 Orion Drive
    Fort Myers, FL
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

The Mortgage Loan Assistant will assist the loan officer and processing staff in the mortgage division with day to day activities and clerical duties, greet customers, answer customers questions, quote loan rates, complete telephone applications, and cross sell bank products.

Essential Duties and Responsibilities:

Assist loan officer/processing staff in the processing and closing of real estate mortgage loans;
Develop relationship with customers in order to handle routine tasks and request and anticipate loan requirements;
Provide administrative support to supervisor and loan officers in handling routine tasks such as mail, telephone, correspondence, facsimile transmissions, and copying.
Assist in preparing loan packages.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Understanding of the format and documentation used in processing transactions in the mortgage division;
Basic understanding of Loan Products preferred.
Basic understanding of the loan process preferred.
Exposure to sales activities and/or real estate sales and lending preferred.

Education and/or Experience:
High school diploma or general education degree (GED); six months of related experience and/or training; or equivalent combination of education and experience.

Computer and Office Equipment Skills:
Spreadsheet software (ex. MS Excel), Word Processing Software (ex. MS Word), Encompass LOS, 10-key calculator, facsimile machine, typing of at least 40 words per minute, telephone, etc.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)