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YB
Yellowstone Bank
Real Estate Assistant/Loan Processor
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Based on Montana data
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What they do
A Real Estate Agent works with clients to help them buy, sell or rent property. Works with and represents either a buyer or a seller in real estate transactions, and specializes in residential, commercial or other types of property. Offers clients up to date knowledge of local communities, real estate markets and prices. May be licensed to operate a real estate business.
$71,732 / year median in Montana
+2% projected growth
Job Description
Overview Yellowstone Bank is seeking a detail-oriented and customer-focused Real Estate Assistant / Loan Processor to support our mortgage lending team. This position plays a critical role in ensuring residential real estate loans are processed accurately, efficiently, and in compliance with bank policies and regulatory requirements. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a commitment to providing exceptional service to borrowers, real estate professionals, and internal stakeholders. Responsibilities Assist loan officers with the collection, review, and processing of residential mortgage loan applications. Gather and verify required borrower documentation, including income, assets, employment, and credit information. Order and track appraisals, title work, flood certifications, and other third-party services. Communicate with borrowers, real estate agents, title companies, and underwriters throughout the loan process. Maintain accurate loan files and ensure all documentation meets compliance and investor requirements. Monitor loan pipelines and follow up on outstanding conditions to ensure timely closings. Prepare and review loan disclosures and other required documentation. Coordinate loan closings and assist with post-closing documentation as needed. Provide exceptional customer service by answering questions and keeping customers informed throughout the lending process. Perform other administrative and operational duties as assigned. Requirements High school diploma or equivalent. Strong attention to detail and organizational skills. Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook. Excellent verbal and written communication skills. Ability to manage multiple deadlines and prioritize work effectively. Strong customer service orientation. Preferred Requirements Experience with mortgage loan origination systems (LOS). Minimum of 1-3 years of experience in mortgage lending, loan processing, banking, real estate, or a related field. Knowledge of TRID, RESPA, HMDA, and other mortgage compliance regulations. Why Join Yellowstone Bank? This role is ideal for individuals eager to learn the inner workings of a financial institution. Prior experience is not required, but candidates with knowledge of business or banking operations are a plus. We are looking for self-starters eager to contribute and grow with us.