Position Summary: Responsible for Onboarding new loan applications, received through the Bank's various channels, while providing a quality level of service to internal and external customers, and demonstrating the ability to comply with regulatory and Bank standards. Essential Duties and Responsibilities • Responsible for onboarding new loan files. Confirms accuracy of loan data and completes an analysis of the loan file to determine if additional documentation is required. • Reviews new loan files for completeness, accuracy, and qualification • Works directly with prospective borrowers and advises them of product requirements, pricing, policies, and guidelines • Manages their pipeline and serves as the primary contact for all parties and third-party stakeholders throughout the process with ongoing communication. • Responsible for effectively communicating with loan origination, underwriting staff and external stakeholders (vendors, attorneys, borrowers, etc.) as needed. • Enhanced attention to detail with communication and analytical skills necessary to complete accurate initial disclosures • Maintains up to date knowledge of FHLMC and conventional loan rules. In addition to federal and state regulations. • Orders all applicable documentation for files (including but not limited to appraisals, verifications, • tax transcripts, etc.) • Responsible for adhering to established procedures and making recommendations for updates on an ongoing basis and assisting with procedure updates and maintenance. • Reviews HMDA and Mavent reports for accuracy and makes changes as needed. • Responsible for scheduling closings and preparing closing packages for consumer loans. • Verifies, all conditions are met and loans meet all regulatory guidelines prior to closing. • Completes all yearly compliance training and testing and complies with bank, federal, and state regulations. Complies with Bank Policies and Procedures. Adheres to departmental and bank-wide CARE standards. • Other duties may be assigned Does this job have supervisory responsibility? NO Qualifications: 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. Education and/or Experience: Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience Skills needed: • Excellent organizational skills and attention to detail. • Strong analytical and problem-solving skills. • Excellent verbal and written communication skills • Discretion and dedication to protecting the financial privacy of clients, business partners, and employer Certifications, Licenses and/or registrations: This position requires National Mortgage Licensing System (NMLS) registration; and ability to obtain said license after a period to be determined by decisionmaker. Must be able to successfully complete the registration process, which includes, but is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS license regulations and rules. Computer Skills: Microsoft Office - Word and Excel Other Skills and Knowledge: Work Environment and Physical Demands: Activity Light Moderate Heavy N/A Sitting X Crawling and/or Kneeling X Standing X Crouching, Squatting X Walking X Stooping, Bending X Lifting (Up to 20 lbs) X Lifting (Up to 40 lbs) X Lifting (Up to 50 lbs) X Reaching above shoulder height X Carrying X Grasping and/or turning X Driving X Pulling and/or pushing X Keyboarding X Traveling (Auto, Train, Plane) X