COMPANY OVERVIEWAs a part of TIAA's Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
PRIMARY CHARACTERISTICSThis entry-level position will work closely with Retail Loan Originators (LO) and Loan Officer Assistants (LOA) who source business from marketing campaigns and internal referral sources (realtors, builders, bank partners, financial planners, etc.). This position accepts all incoming new loan submissions for the Division Operations Center (DOC), validates completeness and accuracy during initial receipt, and queues loan to designated team. Position is also responsible for entering timely and accurate system updates, assisting the LO in maintaining the client experience, and communicating with all parties concerned to maintain our best-in-class customer/referral source experience.
ESSENTIAL FUNCTIONS• Reviews all new incoming files to ensure minimum submission requirements are met. This involves verifying and analyzing all documents within the loan file and comparing them to a predefined list of required documents.
• Conducts a quality control of the images contained in the loan files
• Assigns loan file to appropriate individual or department
• Communicates with LO or LOA to collect missing submission documents
• Provides updates to management on any issues and/or trends
• Performs at a level that meets or exceeds production capacity requirements
• Position will be cross-trained to assist in other areas as volume dictates and is necessary
• Orders third party services as needed
• May be asked to assist with basic processing functions as needed
KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS• Ability to analyze loan related documents to determine if meets submission requirements
• Ability to work efficiently under time constraints and pressure in a fast paced, high volume work environment
• Excellent customer service skills
• Self-motivated with independent decision making ability
• Proficient computer skills
• Ability to communicate with all levels of management
• Strong analytical, research, mathematical, and problem resolution skills
• Strong verbal and written communication skills
• Strong organizational skills and attention to detail
• Ability to work well in a team environment and able to work with minimal supervision
• Must be flexible and able to change focus on a moment's notice
• Must have a sense of urgency
REQUIRED MINIMUM QUALIFICATIONS - High school diploma or equivalent required
PREFERRED QUALIFICATIONS - Bachelor's Degree
- Prior mortgage experience
- At least one year of customer service experience
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Equal Employment Opportunity Law.
If you need assistance applying due to being visually or hearing impaired, please email
accessibility.support@tiaa.org, or call
(800) 842-2755. We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.