Loan Officer Assistant (SAFE Act)

Overview: Acts in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act.

Primary Responsibilities: • Assist Loan Officer in developing and managing a referral source, prospect and customer base. • Assist Loan Officer in developing and implementing marketing/sales support programs to develop new business. • Interact with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate. • Provide follow-up on loan conditions as required by commitment letter. • Interact with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames. • Serve as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner. • Maintain and organize current and required loan documents for all loan programs as needed. • Take loan applications as necessary and input loan data into processing system via laptop. • Assist Loan Officer in providing required reporting as needed. • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. • 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 related duties as assigned.

Scope of Responsibilities: Incumbent works under general supervision. In many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing. Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Answer customer phone calls in courteous and professional manner.

Supervisory/Managerial Responsibilities: Not Applicable.

Education and Experience Required: High school diploma (or equivalent) or equivalent work 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 within region and work overtime and/or flexible schedule as needed.

Education and Experience Preferred: Prior mortgage experience. Knowledge of software utilized by department. Knowledge of Bank products and services.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location Lake Oswego, Oregon, United States of America