Branch Administrative Assistant II
Guild Mortgage
Branch Administrative Assistant II
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
The Branch Administrative Assistant II plays an important role in the organization by performing a number of tasks related to the branch's administrative functions. The role is primarily responsible, under intermittent supervision, for performing full administrative duties in support of the branch office by providing customer service, conducting research, preparing reports, handling information requests, ordering supplies and performing clerical functions such as preparing correspondence, copying, filing, faxing, and scheduling meetings.
Essential functions include providing clerical assistance to Processors as needed, printing and mailing disclosure documents, contacting escrow companies in regards to trailing items, tracking items and following up accordingly until all documents are received, providing assistance auditing loan files for accuracy and completeness; reconciling files with actions when needed, including cancelling files and maintaining records for required time periods, and answering incoming calls, providing responsive and courteous service to callers by providing information or routing them to the appropriate party as needed.
Qualifications include a high school diploma or equivalent preferred, along with a minimum of three years' experience in an administrative assistant related role(s). Prior experience in Mortgage lending, Finance, or similar field preferred. Ability to type 60-70 wpm. Passionate about delivering excellence in customer service. High levels of diplomacy, tact, and confidentiality a must. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, Microsoft Word, Excel, and PowerPoint required. Ability to organize and manage multiple priorities simultaneously. Excellent verbal and written communication required; excellent spelling, grammar, and punctuation skills. Self-motivated with a strong attention to detail. Ethical, with a commitment to company values.
Company required skills include excellent verbal and written communication skills required. Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required. Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required. Commitment to company values. Customer Service - Proactive attention to each person. Integrity - Do and say what's right. Respect - Treat others with dignity. Collaboration - Listen and work together. Learning - Seek knowledge and strive for improvement. Excellence – Deliver the unexpected.
Supervision includes intermittent supervision required, depending on experience. Apply sound judgment in execution of core job responsibilities.
Requirements include physical work being primarily sedentary; general office mobility. The position requires the ability to occasionally lift office equipment and supplies weighing up to 20 pounds. Frequent use of computer keyboard and mouse. Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Office environment – no substantial exposure to adverse environmental conditions.
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