Mortgage Consultant Sales Assistant

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:

• American Banker Best Banks to Work For in 2021, 2022, and 2023
• Top Workplaces USA national award in 2022, 2023, and 2024
• Newsweek's America's Best Banks 2023, and 2024
• Newsweek's America's Greatest Workplaces 2024 and 2025
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose

With minimal supervision, and in conformance with established policies and procedures, provides first line assistance to clients and to management regarding proficient mortgage loan application processing; effectively moving loan files from application to closing successfully.

Job Duties

• Performs basic office functions including: taking phone calls, scheduling appointments for Mortgage Consultant, faxing, scanning, and making copies.
• Assists in the collection of loan documentation for completion of loan file from borrowers.
• Works efficiently with bank's Operating System to adequately update, review, and submit loan files as necessary. In addition, must review and maintain Mortgage Consultant loan pipeline daily.
• Packages and sends loan files to appropriate parties for processing, underwriting, and closing along with appropriate follow up to ensure prompt and timely approvals/closings.
• Works in conjunction with Mortgage Consultant to run loan applications through Automated Underwriting System as required per the suggested loan program guidelines and reviews in order to determine upfront required loan conditions.
• Collects and follows up on approval conditions required from the customer, as requested by the assigned Mortgage Consultant.
• Demonstrates teamwork in all interactions with coworkers and in completion of all duties and responsibilities.
• Builds and maintains relationships in the real estate community, which includes but is not limited to realtors, attorneys, abstractors, and insurance companies.
• Assists Mortgage Consultant with maintaining and updating P1, the bank's customer relationship management software.
• Assists Mortgage Consultant with marketing needs which includes but is not limited to arranging product information packets and presentations for delivery.
• Will perform special projects as assigned.

Education, Experience and Job Skills

• High school diploma or equivalent, (i.e. GED)
• 2-3 years of prior mortgage or mortgage banking experience
• Ideal candidates will possess previous experience in processing first mortgage loans
• Ability to deliver effective results and to meet deadlines, managing large loan pipelines and highly detailed documentation
• Excellent communication and customer service skills
• Ability to maintain high accuracy and work quality standards at times under pressure, with minimal supervision
• Proficient knowledge of bank's system including: Lotus Notes, Encompass, Decision Pro, IBS, and P1.

Basic Qualifications

• High school diploma or equivalent, (i.e. GED)
• 2-3 years of prior mortgage or mortgage banking experience

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process or other inquires.