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Branch Assistant
Luminate BankBranch Assistant doing administrative tasks and support for loan processing at Luminate Bank, a financial services provider. Assisting Branch Manager with operations and ensuring compliance.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills and organizational abilities while providing exceptional customer service in the mortgage industry. Maintains compliance with mortgage guidelines and local, state, and federal laws.
Highest-signal resume keywords
Mortgage Industry KnowledgeCustomer Service ExcellenceCompliance with RegulationsOrganizational SkillsEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Detail-OrientedVerbal CommunicationWritten CommunicationAbility to Prioritize Workload
Tools & Technologies
Designated Technology
Industry Keywords
Private Mortgage GuidelinesGovernment Insured MortgagesLoan Transaction SupportClerical DutiesBanking Experience
About the role
Key responsibilities & impact- Assists the Branch Manager and/or Loan Originator(s) in managing pipeline in a timely and efficient manner, while obtaining working knowledge of company products as well as private and government insured mortgage guidelines
- May schedule appointments with potential customers for the Branch Manager and/or Loan Originator(s)
- Interacts and interfaces, in a support capacity, with all parties involved in each individual loan transaction from application to closing
- Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages
- Maintains a professional image and adheres to standards consistent with company policies and procedures
- Maintain compliance with local, state, and federal laws, including but not limited to understanding the limitations as an unlicensed loan originator assistant
- Provide exceptional ongoing support and customer service to leads, existing and past clients and partners
- Assists with general clerical/administrative duties as needed including but not limited to: answering phones, filing, preparing correspondence and memoranda, faxing, copying, and mailing
- Additional responsibilities as assigned
Requirements
What you’ll need- Excellent and effective communication skills, both verbal and written
- An ability to quickly assess and process large amounts of information and must be able to use designated technology
- Must continue to expand knowledge of issues influencing the industry and the organization
- Must be organized and detail-oriented and possess ability to prioritize workload based on loan volume
- Previous experience working in mortgage or banking related field
Benefits
Comp & perks- Competitive compensation reliant on ability and experience
- Excellent benefits package including health, dental & vision
- Life and AD&D Insurance, as well as additional voluntary benefit possibilities
- 401K with robust company match
- Flexible PTO program second to none