Hybrid Mortgage Post-Closing Specialist at NBTBANCORP
NBTBANCORP · Norwich, New York, United States Of America · Hybrid
- Office in Norwich, New York
Education and Experience:
- 2 years of banking or lending experience preferred
- 2 years in a professional work environment required, preferably within a bank, financial institution, or law office.
Skills and Abilities:
- Basic knowledge of consumer, real estate or mortgage products and workflows preferred, but not required
- Strong computer proficiency – i.e. Microsoft Word, Excel and the Internet
- Strong written and oral communication skills
- Strong organization skills
- Strong customer service skills
- Ability to multi-task on numerous tasks simultaneously
Tasks Performed:
- 25% Perform post-closing document review to validate documents are complete and accurate, prior to funding, and within established timelines.
- 25% Performs quality control and quality assurance reviews on all closed loans in preparation for the upload/boarding and document storage processes; ensures data fields are accurately completed within the loan origination system and file documentation is in order.
- 20% Performs the timely upload of all consumer loan, home equity and mortgage files to our core operating system; including the accurate batch processing of funds/disbursements.
- 15% Proactively manages a pipeline of missing, incomplete or incorrectly prepared documents within established departmental service levels. Routinely follows-up with the closing agents to remedy any outstanding items within established timelines.
- 10% Answer internal and external customer inquiries on a routine and timely basis. Provides superior customer service and professional communication. Maintains a positive attitude and works as a team player with management, co-workers, and others.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
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