Loan Officer Assistant

Overview: Acts in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Assist Loan Officer in developing and managing a referral source, prospect and customer base. Assist Loan Officer in developing and implementing marketing/sales support programs to develop new business. Interact with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate. Provide follow-up on loan conditions as required by commitment letter. Interact with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames. Serve as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner. Maintain and organize current and required loan documents for all loan programs as needed. Take loan applications as necessary and input loan data into processing system via laptop. Assist Loan Officer in providing required reporting as needed. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: Incumbent works under general supervision. In many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing. Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Answer customer phone calls in courteous and professional manner. Supervisory/Managerial Responsibilities: Not Applicable. Education and Experience Required: High school diploma (or equivalent) or equivalent work experience. Knowledge of Secondary Marketing requirements. Knowledge of FHA/VA regulations. Knowledge of Bank products and services. Strong organizational skills with ability to manage multiple priorities. Excellent verbal and written communications skills. Flexible to travel within region and work overtime and/or flexible schedule as needed. Education and Experience Preferred: Prior mortgage experience. Knowledge of software utilized by department. Knowledge of Bank products and services. Location Ballston Lake, New York, United States of America At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000 employees. We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences. We support our employees every step of the way. Competitive compensation Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO 401(k) match at 5% with options for Roth and discretionary employer contributions A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts We need you. Are you ready to join us? Apply today to start the journey. If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.