Loan Officer Assistant (SAFE Act)
- Location
- Lake Oswego, OR
- Work mode
- On-site
- Employment type
- Full-time
About the job
Overview: Acts in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act.
Primary Responsibilities:
- Assist Loan Officer in developing and managing a referral source, prospect and customer base.
- Assist Loan Officer in developing and implementing marketing/sales support programs to develop new business.
- Interact with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate.
- Provide follow-up on loan conditions as required by commitment letter.
- Interact with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames.
- Serve as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner.
- Maintain and organize current and required loan documents for all loan programs as needed.
- Take loan applications as necessary and input loan data into processing system via laptop.
- Assist Loan Officer in providing required reporting as needed.
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
- Complete other related duties as assigned.
Scope of Responsibilities: Incumbent works under general supervision. In many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing. Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Answer customer phone calls in courteous and professional manner.
Supervisory/Managerial Responsibilities: Not Applicable.
Education and Experience Required: High school diploma (or equivalent) or equivalent work experience. Knowledge of Secondary Marketing requirements. Knowledge of FHA/VA regulations. Knowledge of Bank products and services. Strong organizational skills with a bility to manage multiple priorities. Excellent verbal and written communications skills. Flexible to travel within region and work overtime and/or flexible schedule as needed.
Education and Experience Preferred: Prior mortgage experience. Knowledge of software utilized by department. Knowledge of Bank products and services.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location Lake Oswego, Oregon, United States of America
From M&T Bank's careers page (Workday), checked 31 Oct 2026.
How to apply
- Select Apply on mtb.wd5.myworkdayjobs.com. It opens M&T Bank's own application form in a new tab, run on Workday.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- M&T Bank will reply to you directly. No real employer asks you for money to apply.
Posted 17 Sept 2026 · checked 31 Oct 2026 · Report this job