Loan Officer Assistant

  • ClassificationLoan Officer/Originator
  • Salary
  • Work typeFull-time
  • LocationNew York
  • Posted on11 Aug 2016
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Loan Officer Assistant-3D8Y0


M&T Bank

Mortgage Division

Loan Officer Assistant

Rochester, NY


Basic Function:
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. Responsible for adherence to compliance guidelines and to the requirements of federal registration under the SAFE Act. 

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. Perform other related duties as necessary. Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. 

Minimum Qualifications:
High school diploma (or equivalent) or equivalent in work experience.


Ideal Qualifications:

Prior mortgage experience preferred.

Computer knowledge. Knowledge of software utilized by department. 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.


At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. 





Primary Location: New York-Rochester-M&T Place

Job Field: Mortgage

Schedule: Full-time


Job Posting

 Aug 9, 2016, 3:26:35 AM

Unposting Date



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