The Branch Administrative Assistant is responsible for providing back-office administrative support and handling various operational functions to ensure the branch is operating in an efficient manner. The Branch Administrative Assistant assists in ensuring compliance with company policies and procedures, and acts as a key contact for the branch regarding operational questions.
Type, format and produce documents such as proposals, presentations, correspondence, and standard reports
Establish and maintain record keeping and filing systems for the branch
Maintain a calendar and contact database, schedule appointments, make travel or conference arrangements, and may arrange meetings and conferences for an assigned work group
May perform administrative duties specific to department such as, conducting research, updating databases, and preparing collateral materials for mass mailings
Complete expense reports and reconcile receipts for a designated work group
Manages inbound and outbound mail for the Branch
Answer phone call inquiries, research and resolve problems requiring knowledge of department policies and procedures
Assist in reviewing mortgage loan application and documentation
Review mortgage loan disclosure packages and deliver them to the borrower
Create rate disclosure and re-disclosure packages and deliver them to the borrower
Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation
Facilitate timely loan closings by working directly with the Title Company and customer to schedule
High School or equivalent
Bilingual in Spanish is required
Minimum 3 years experience in an administrative support role
Proficiency in Microsoft Office
Previous banking, financial services, or mortgage experience preferred
Excellent customer service, written and verbal communication skills
Ability to work well under pressure and adjust to varying work load
Must be independent, self-motivated and organized
Must be high-energy and have a positive attitude
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, Inc. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.