Sr. Specialist, Mortgage Sales

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Our Modern, Flexible Workplace:

 

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.

Summary of the Job:

Role Description: Assist Loan Originators (LOs) as assigned to help drive loan production goals while at the same time providing a helpful, easy, and personal mortgage experience to all existing and prospective customers of First National Bank of Omaha. Must be able to multi-task and work in a fast paced production based environment.  Responsible for establishing and developing relationships with various referral sources to foster additional closed loan business.

About this Role:

 

Role Description: Assist Loan Originators (LOs) as assigned to help drive loan production goals while at the same time providing a helpful, easy, and personal mortgage experience to all existing and prospective customers of First National Bank of Omaha. Must be able to multi-task and work in a fast paced production based environment.  Responsible for establishing and developing relationships with various referral sources to foster additional closed loan business. 

Key Accountabilities:

Assist Loan Originator with all aspects of the mortgage lending process which would include but not limited to:

• Conducting loan applications via telephone and face to face
• Preparation of disclosures, including Good Faith Estimates

• Communication with borrowers, agents, appraisers, underwriters, processors and closers throughout the loan process
• Counseling borrowers
• Conducting pre-qualifications
• Closing loans
• Written correspondence with customers

Research, identify and develop networks that enable exposure and opportunities to develop relationships with potential prospects and existing clientele.

• Prospect and build new relationships with both inside and outside of the bank while respecting the relationships of the Loan Originator.

Provide sales and administrative support to assigned business office and the mortgage lending group.  

• Provide input and assist in the development of marketing materials and strategies.  
• Assist in the development and maintenance of clientele files.
• Conduct industry research and recommend the development of new products and services.
• Assist in the development and maintenance of reporting metrics on office performance.

Maintain and continuously enhance industry knowledge of specific product & service expertise consistent with chosen area of expertise.  

• Research, identify and recommend in-depth comprehensive/detailed training and learning opportunities for self and products.
• Identify the going forward impacts and opportunities of trends within the industry.
• Provide input to and assist in the development of industry related communications.

Demonstrate organizational advocacy through positive teamwork, trust and mutual respect for customers and employees. Develop and implement initiatives that reinforce the mission, vision and advocacy model of First National Bank of Omaha and align to delivering the ultimate home mortgage experience and aligning to First National’s Operating Philosophy.

• Provide an individualized and meaningful quality customer experience by engaging the customer, employees, and communities through accountability and mutual respect, integrity, unity, passion and listening to the needs of the customer and employees.
• Seek opportunities and drive development within assigned role - Increasing revenue and reducing expenses.

Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

• Complete compliance training and adhere to internal procedures and controls, as required.
• Report any known violations of c