TIAA Mortgage Loan Trainee in JACKSONVILLE, Florida
As a part of TIAA’s Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
The Mortgage Loan Trainee position is responsible for providing behind the scenes assistance to the sales, processing, and closing departments. The daily tasks will include loan coordination, customer service, and follow through with all facets of the loan process. Collecting loan documentation, verifying loan documentation, maintaining customer relationships, and preparing a loan closing package in a timely manner are all responsibilities for this job function. The goal for this position is to move into a sales/operations role within three to four months to one year.
Assist the sales team with all tasks related to loan production, to include loan application and origination, pricing, coordination with operations teams and follow up with customers.
Review and process incoming loan applications, provide loan officer with feedback on loan application
Handle correspondence for loan officers and provide backup service to customers in their absence.
Assist sales team with reports and statistics to help maximize selling opportunities and closed loans.
Learn various borrowing programs and processes and stay current with changes and new products.
Learn and utilize various in-house technical systems and programs to provide optimal support to sales team.
Adhere to all federal and state compliance guidelines relative to the position.
Review information obtained from loan officers for accuracy and completeness.
Obtain additional credit documentation needed from all sources.
Obtain approval and closing conditions.
Verify appraisal, credit and title have been ordered for all files within pipeline.
Follow up with all third party vendors (appraisals, credit and title) to ensure delivery of required reports.
Assist in collecting the documentation required for submitting files to Underwriting.
Responsible for communicating underwriting conditions to both the borrowers as well as the loan officer.
Assure that all underwriting conditions are met prior to sending out closing packages
Prepare and review closing packages and funding checks with accuracy
Be a liaison between settlement agent and the loan officer
KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS
Must be eager to learn and develop mortgage knowledge in every area of the business
Must be a self-starter and self-motivated to meet job expectations and goals
Must be able to thrive in a fast paced, multi-tasking environment
Ability to manage multiple deadlines
Strong organizational skills and attention to detail
Ability to use MS-Word, MS-Excel, MS-Windows, MS-Outlook, and the internet effectively
Good communication and customer service skills
TRAINING AND EXPERIENCE
Bachelor’s Degree strongly preferred
1-2 years of sales and/or Mortgage industry experience preferred
Must be Safe Act Registered through NMLS
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.
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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Requisition ID: 1719119
Field: Mortgage & Commercial Lending
Company: TIAA Bank
Post Date: May 14, 2019
- TIAA Jobs