2 jobs found

JOB SPECIFICATIONS Education: College degree preferred. High school Graduate or equivalent professional experience Experience: Office experience with background in financial services or accounting is desirable ESSENTIAL FUNCTIONS • Minimum of 3-years of experience and mastery of the following: • Answer phones and greet Trust clients, handle calls related to trust accounts and answer routine inquiries. • File and scan documents • Archive files as necessary • Bill paying • Receive, open and distribute incoming mail as required • As directed by Trust Officer, create and maintain files for current and future business accounts • Complete opening and closing account checklists, assist with inventories, set up trusts in the trust accounting system, assist with asset transfers, account reviews and information for the monthly trust committee meeting, as directed by Trust Officer • Assist with tax filing • Assist with trust operations (Medford branch) • Creating distribution packets...

JOB SPECIFICATIONS Applicant must qualify under the following specifications: Education: High School Graduate or equivalent Experience: Four years of experience in residential loan processing preferred. JOB SUMMARY Enter residential loan data into financial institution loan origination system with appropriate updating and assembles and verifies loan documents for accuracy. Assist loan officers to underwrite loans. Communicate and work directly with approved wholesale lenders. ESSENTIAL FUNCTIONS • Provide administrative assistance to the residential loan officer and staff, including updating loan data for entry into loan origination system and assembling documentation for residential loans • Assist with underwriting processes as directed • Ensure that residential loan files contain documents with proper signatures, dates and other relevant data • Assemble and verify accuracy of residential loan documentation • Check documents for proper vesting, legal descriptions,...