2 management analyst jobs found

POSITION SUMMARY : At Windsor Federal Bank, the Residential & Consumer Mortgage Loan Originator serves as a trusted advisor and lending expert, guiding clients through the stages of the mortgage and consumer loan processfrom initial inquiry to successful closing. This role is pivotal in helping individuals and families realize their homeownership and borrowing goals by providing tailored advice, timely communication, and exceptional customer care throughout the pre-approval, application, and closing phases. This position is responsible for developing and maintaining strong relationships with a wide range of referral sourcesincluding real estate agents, attorneys, financial advisors, and internal partnersto generate new business and meet both individual and organizational lending goals. The Loan Originator also represents Windsor Federal Bank in the community by participating in outreach efforts and financial education initiatives. ESSENTIAL FUNCTIONS : Originate and...

POSITION SUMMARY: Provides high quality customer service to customers, investors and bank personnel for all residential and consumer loan products offered by the Bank. Furnishes information, answers questions, and performs specialized servicing tasks to ensure that the loans the bank owns or services are properly maintained. Responsible for boarding and funding new loans from Encompass to Insight, monitoring ongoing hazard and flood insurance coverages, including performing force placed insurance. The incumbent will also ensure payment of all insurance types, taxes, and private mortgage insurance. Performs annual escrow analysis, processes loan payoffs, remits investor payments, reconciliations, and reporting timely. In addition, the incumbent will answer customer phone calls, research loan accounts to satisfy customer inquiries, monitor and/or maintain department reports and perform any other loan servicing functions, as needed. ESSENTIAL FUNCTIONS : Reviews Encompass...