
Branch Administrative Assistant III
- Prescott, AZ
- Permanent
- Part-time
- Provide a high level of clerical assistance to Processors as needed, this may include completing special projects, compiling basic reports, ordering insurance, condo certificates, 4506s, FHA Case Numbers, LDP/GSAs, CAIVRs, any Bond Program items, subordination agreements, verifications, appraisals, title and escrow documents, etc.
- Complete loan file audits, reviewing files for accuracy and completeness; reconcile files with actions when needed, including cancelling files and maintaining records for required time periods.
- Print and mail disclosure documents.
- Contact escrow companies in regards to trailing items, tracking items and following up accordingly until all documents are received.
- Monitor, reconcile, and respond to appraisal and credit report invoice discrepancies.
- Provide assistance to Branch Manager and Branch Operations Manager as needed.
- Answer incoming calls, provide responsive and courteous service to callers by providing information or routing them to the appropriate party as needed.
- Collect, sort, and correctly distribute incoming mail and packages; log all packages per branch procedure.
- Assist in the preparation and delivery of mailings as needed.
- Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
- Partner with IT helpdesk and assist in the troubleshooting of basic office technology issues.
- Perform general clerical duties and office support, to include, but not limited to: photocopying, faxing, mail distribution and filing.
- Make copies and prepare other deliverables for meetings and marketing campaigns.
- Maintain a tidy and comfortable office space by picking up waste, watering plants, tidying kitchen area, refreshing magazines, etc.
- Compose, type, and distribute correspondence and memos.
- Coordinate events, meetings, and conferences with cross-functional departments; prepare agendas and set-up meeting facilities as needed.
- Create and update forms for file flow and efficiency.
- Perform other duties as assigned.
- High school diploma or equivalent preferred, along with a minimum of four years' experience in an administrative assistant related role(s).
- Prior experience in Mortgage lending, Finance, or similar field strongly preferred.
- Prior experience processing or originating loans helpful and strongly preferred.
- Ability to type 60-70 wpm.
- Passionate about delivering excellence in customer service.
- High levels of diplomacy, tact, and confidentiality a must.
- Demonstrated patience and professionalism when interacting with both internal and external customers.
- Proficiency with data entry, Microsoft Word, Excel and PowerPoint required.
- Ability to organize and manage multiple priorities simultaneously.
- Excellent verbal and written communication required; excellent spelling, grammar, and punctuation skills.
- Self-motivated with a strong attention to detail.
- Intermittent to low supervision required, depending on experience
- Apply sound judgment in execution of core job responsibilities
- Physical: Work is primarily sedentary: general office mobility. The position requires the ability to occasionally lift office equipment and supplies weighing up to 20 pounds.
0 years: Prior experience processing or originating loans helpful and strongly preferred.
0 years: Prior experience in Mortgage lending, Finance, or similar field strongly preferred.
0 years: Ability to type 60-70 wpm.