Mortgage Banker Assistant
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
This position assists the Mortgage Banker as a point of contact for customers, builders, and realtors during the application process and supports the Mortgage Banker in their effort to increase production volume for the area as directed by the MOL. Ensures compliance with SouthState Banks Code of Business Conduct and Ethics and other operating procedures. Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements.
ESSENTIAL FUNCTIONS
Assists Mortgage Banker as a point of contact for customers, builders, and realtors during the application process
Supports the Mortgage Banker in their effort to increase production volume for the area as directed by the banker
Tracks loans through closing, answering customer questions regarding status of files and underwriting requirements
Other related administrative duties as needed and/or assigned
Accepts and performs other duties as determined to be essential
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Attention to detail
Customer Service
Qualifications, Education, and Certification Requirements
Education: High School Diploma or equivalent required
Experience: Previous experience with FHA, State Housing Conventional, and FNMA/FMLMC loans is preferred
Certifications/Specific Knowledge: Excellent communication and PC skills required along with strong written and verbal skills.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training.
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Work Location: 110 East Boulevard, Charlotte, North Carolina 28203
Equal Opportunity Employer, including disabled/veterans.
Work Location: 110 East Boulevard Charlotte, North Carolina 28203
Equal Opportunity Employer, including disabled/veterans.
Apply To This Job
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
This position assists the Mortgage Banker as a point of contact for customers, builders, and realtors during the application process and supports the Mortgage Banker in their effort to increase production volume for the area as directed by the MOL. Ensures compliance with SouthState Banks Code of Business Conduct and Ethics and other operating procedures. Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements.
ESSENTIAL FUNCTIONS
Assists Mortgage Banker as a point of contact for customers, builders, and realtors during the application process
Supports the Mortgage Banker in their effort to increase production volume for the area as directed by the banker
Tracks loans through closing, answering customer questions regarding status of files and underwriting requirements
Other related administrative duties as needed and/or assigned
Accepts and performs other duties as determined to be essential
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Attention to detail
Customer Service
Qualifications, Education, and Certification Requirements
Education: High School Diploma or equivalent required
Experience: Previous experience with FHA, State Housing Conventional, and FNMA/FMLMC loans is preferred
Certifications/Specific Knowledge: Excellent communication and PC skills required along with strong written and verbal skills.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training.
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Work Location: 110 East Boulevard, Charlotte, North Carolina 28203
Equal Opportunity Employer, including disabled/veterans.
Work Location: 110 East Boulevard Charlotte, North Carolina 28203
Equal Opportunity Employer, including disabled/veterans.
Apply To This Job