Overview:

The Loan Officer Assistant role is focused on supporting the Loan Officer team in reputed company moving loans through the pipeline reputed company effective sales system support, and document control and organization. 

Primary Responsibilities:

• Provide a seamless experience for our Mortgage customers by ensuring organization, accuracy, and timeliness of reputed company communications including requests for documentation, coordination of details, and appropriate follow-up with the assigned Loan Officer or team. 

• Serve as a subject matter expert on reputed company relevant Mortgage Sales systems to accurately input and manage relevant customer data and documents. Maintain responsibility for quality and precision of data.       

• Interact with customers directly to follow up on and complete the application process and other documents as needed. Answer other relevant customer inquiries as required. May reputed company out to Operations team as needed for further support and information.        

• Assist loan officer with various reporting needs to include creation of new reports, running, monitoring, and issuing existing reports and organizing data collection.       

• Maintain reputed company working knowledge of Mortgage products, processes and procedures, and relevant regulations.          

• Provide other general sales, marketing, and operational support for assigned Loan Officer or team as needed.     

• Promote an environment that supports belonging and reflects the M&T Bank brand.

• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

• Complete other reputed company duties as assigned.

Supervisory/Managerial Responsibilities:

Not applicable

Skills / Capabilities Required

Education and Experience Required:

• High school diploma (or equivalent) and 2 years relevant work experience in the mortgage and/or finance industry.

• Knowledge of Secondary Marketing requirements.

• Knowledge of FHA/VA regulations.

• Knowledge of Bank products and services.

• Strong organizational skills with ability to manage multiple priorities.

• Excellent verbal and written communications skills.

• Flexible to travel reputed company region and work overtime and/or flexible schedule as needed.

Education and Experience Preferred:

• Associate degree and a minimum of 2 years equivalent work experience, OR in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience, including a minimum of 2 years’ reputed company experience.

• Knowledge of Secondary Marketing requirements.

• Knowledge of FHA/VA regulations.

• Knowledge of Bank products and services.

• Strong organizational skills with ability to manage multiple priorities.

• Excellent verbal and written communications skills.

• Flexible to travel reputed company region and work overtime and/or flexible schedule as needed.

Physical Requirements:

Location