Mortgage Department Assistant

Mortgage Lending Assistant

Home Bank is a family‑owned bank that proudly supports the communities it serves. We are looking to expand our team with a detail‑oriented Mortgage Lending Assistant. The role assists Loan Officers in obtaining a complete mortgage file, ensuring compliance with underwriter, bank policy, and investor guidelines, and generates loan documentation for all types of mortgage loans. The assistant is expected to become fully knowledgeable and skilled in all areas of mortgage loans.

This is not a remote position. The position is full time and works primarily out of the Palmyra facility. The desired schedule is Monday–Friday, 8:00am to 5:00pm, 40 hours per week.

• Receive loan applications from the online portal, review application information with core processor/imaging software, note any discrepancies, and determine the appropriate assignment. May be required to contact customers to determine the appropriate Loan Officer assignment.
• Monitor appraisal requests, order appraisals in a timely manner, and follow up with appraisers for completion timeframe. Notify the team of any communication or updates from the appraiser and receipt of report.
• Review completed loan packages for required signatures and dates and work with the Lending Team to obtain missing information.
• Fund loans with secondary market investors.
• Board all complete loans on Core Processor (CSI/NuPoint), create required tickets to balance all loan types, and send applicable invoices to Finance to be paid.
• Monitor grant loan submissions, reimbursement to the bank, and complete applicable tickets after funding.
• Prepare loan files for document imaging and create the applicable barcodes.
• Assist department in removing information on the customer drive after imaging.
• Monitor document imaging exceptions to ensure proper receipt of loan documentation and coordinate with the Lending Team to obtain missing information.
• Process withdrawn and denied mortgage loans and work with Loan Officer to collect invoices due from transactions that have been withdrawn or denied.
• Review secondary market reports daily to monitor any funding issues that need addressed.
• Research unpaid invoices and coordinate with Accounts Payable to resolve.
• Update and maintain all assigned procedures.
• Attend regular training opportunities to stay up to date on mortgage regulation and compliance changes.
• Prioritize and complete assignments in a timely manner.
• Be flexible and versatile with job duties as they arise throughout the day.
• Complete other duties and projects as assigned by supervisor.
• Work as a team member of the Home Bank lending staff and provide support to all areas of the Lending Department as needed.
• Additional duties and responsibilities are subject to change.

• High school diploma or equivalent.
• Previous mortgage experience preferred but not required.
• Excellent organizational skills and ability to multitask with strong attention to detail.
• Strong communication skills (written and verbal).
• Strong computer skills with programs such as Microsoft Word, Excel and web‑based software and applications.

• Regularly required to stand, sit, talk, hear, use hands and fingers to operate a computer and telephone keyboard, reach with hands and arms, stoop, kneel, twist and bend.
• Ability to communicate in writing and verbally.
• Specific vision requirements due to computer work.
• Light to moderate lifting or moving may require up to 25 pounds.
• Regular, predictable attendance is required.

• Moderate noise (business office with computers, phone and printers, light traffic).
• Ability to work in a confined area in some situations.
• Ability to sit at a computer terminal for an extended period of time.
• Standard office lighting.