Mortgage Assistant

Overview

Johnson Financial Group (JFG) has an exciting opportunity to join our mortgage team as a Mortgage Assistant! The Mortgage Assistant provides administrative and sales support to Mortgage Loan Officers within assigned Region(s) to maximize overall production efficiency and increase the level of client satisfaction.

As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction.

At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You're welcome here.

KEY RESPONSIBILITIES

• Provide overall administrative support to the Mortgage Loan Officer and their Processing partner on loan origination tasks.
• Assist with preparing and/or distributing various marketing materials.
• Review and maintain loan officer pipelines for Reg. B compliance, 120/180 day reporting, rate lock expirations, withdrawn/rejected files and other pipeline management as required to meet compliance/regulatory requirements.
• Provide Mortgage documents as requested to other line of business partners using the Open/Close system.
• Assist as needed with various networking events; i.e.: Parade of Homes, etc.
• Schedule/coordinate loan closings with loan officers, realtors, closing agents, etc.
• Act as contact person ensuring pipeline management when loan officers are out of the office.
• May act as communication liaison with all parties involved in mortgage transactions.
• May assist Loan Officer in preparing and submitting loans to underwriting.
• Make copies, scan files and or fax documents as required by loan officer.
• Updating databases as required.
• Assist Mortgage Loan Officer with social media posts
• Assist Mortgage Loan Officer with SureFire media deployment

JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS

• Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act.
• Minimum 2 years of administrative/customer service experience.
• Mortgage or real estate experience and exposure to residential loan origination in a banking environment preferred.
• Prior experience working in a professional office environment.
• Proficient with Microsoft Office.
• Must be comfortable and able to work in a fast-paced environment.
• Strong organizational, interpersonal, written and verbal communication skills required.

As a birthday present, enjoy your birthday off - paid!


Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.