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Sales Assistant/Transaction Coordinator

Company: First National Bank of America
Location: East Lansing
Posted on: November 12, 2021

Job Description:

At First National Bank of America, we're unusual in the way that we do business, meaning that no one else in the industry does what we do. FNBA is a niche lender, and we seek markets where there are fewer competitors with higher rewards. FNBA provides a full suite of consumer and business deposit services and products, specializing as a nationwide leader in the non-QM mortgage segment. We underwrite and service all of the loans we originate in house, which allows us to focus on our clients individually, customize our guidelines on a case-by-case basis and build lasting relationships with our clients. Here at FNBA, we set out to be an exceptional bank and practice the culture, "Work hard, have fun and prosper" while consistently making effective decisions surrounding our products, our people and our services so that we can provide an exceptional experience for our customers, in a way that adds value to everyone. If working with a fast paced, team-oriented environment and building on your current skill-set is something you desire, and you possess the skills and talents described, we welcome you to apply to join the First National family! Responsibilities The role of the Sales Assistant/Transaction Coordinator is to assist the Account Executive(s) with getting a new file set up and ready for processing. The ability to do this accurately and efficiently is important to the processing of the file from start to finish so that the loan closes on time. Leads and resources are provided for this role.

  • Sorting/splitting/labeling docs when a file is submitted
  • Request eligibility docs from broker that are needed to send to Credit Underwriter
  • Income calculation, complete Income workbook
  • Appraisal department contact/issues
  • Pipeline meetings with processor
  • Follow up on eConsent/eSign/Intent to Proceed (ITP)
  • Lending tech logins
  • Update Encompass contacts/new CRM
  • Broker agreement follow up
  • Copy Email chains into conversation logs
  • Add Purchase Agreement dates to Encompass
  • Completing Dead File checklist when needed Qualifications
    • 1 year of sales experience
    • 1 year of mortgage or lending experience preferred
    • Goal oriented
    • Will train the right candidate
    • Bilingual fluency in Spanish and English a bonus Employee benefits
      • Medical - Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
      • Dental - Premiums as low as $0.00
      • Vision - Low premium Plan
      • Paid Time Off (PTO)
      • 401k with employer match
      • Adjustable desks that can be raised or lowered to sit or stand First National Bank of America recognizes that the quality of our people is the foundation for our success. Attracting exceptional individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy. Job Type: Full-Time Location: East Lansing, MI Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job. First National Bank of America is an Equal Opportunity Employer

Keywords: First National Bank of America, East Lansing , Sales Assistant/Transaction Coordinator, Sales , East Lansing, Michigan

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