Mortgage Banking Officer

• Set up new commercial loan files and input data into the loan origination system (LOS)
• Order and track third-party reports, including appraisals, environmental reports, title work, flood certifications, and UCC searches
• Collect and review financial documentation from borrowers, including tax returns, financial statements, and business licenses
• Work with Bankers to prepare loan packages for underwriter review
• Prepare loan closing packages, including notes, mortgages/deeds of trust, and guaranties, under attorney or closing team direction
• Coordinate with title companies, attorneys, and appraisers to obtain required closing documents
• Track loan conditions and follow up with borrowers, brokers, and internal staff to clear outstanding items
• Maintain accurate and organized loan files in compliance with credit union policy and regulatory standards
• Monitor pipeline reports and communicate status updates to loan officers and management
• Assist with post-closing file review and boarding of new loans to the servicing system
• Perform other job-related duties as assigned

• Minimum 3 years of experience in commercial loan processing, loan operations, or a related role
• Minimum 3 years of commercial bank or credit union experience
• Minimum 1 year of familiarity with loan origination systems such as Loan Vantage or Silverlake operating systems
• High School Diploma or GED required
• Strong attention to detail and organization skills
• Excellent written and verbal communication skills with the ability to effectively interact with all levels of the organization
• Ability to manage multiple files simultaneously and meet deadlines
• Proficient in Microsoft Office Suite

Demonstrates expertise in commercial loan processing and operations, with a strong focus on data management, compliance, and effective communication. Proficient in coordinating with various stakeholders to ensure timely and accurate loan closings.

• Commercial Loan Processing
• Loan Origination Systems
• Financial Documentation Review
• Attention to Detail
• Microsoft Office Suite

• Commercial Loan Processing
• Loan Origination Systems
• Financial Documentation Review
• Loan Closing Preparation
• Pipeline Monitoring

• Attention to Detail
• Organization Skills
• Written Communication
• Verbal Communication
• Time Management

• High School Diploma
• GED

• Commercial Banking
• Credit Union
• Loan Operations
• Regulatory Compliance
• Third-Party Reports

• Loan Vantage
• Silverlake Operating Systems
• Microsoft Office Suite