Chesapeake Financial Shares, Inc.

  • Mortgage / Commercial Loan Assistant

    City, State US-VA-Richmond
    5501 Patterson Ave.
  • Overview



    Chesapeake Bank-


    Want to work for a solid financial institution that expects 110% from its employees and rewards them accordingly? We work as a team and have high levels of engagement from our employees. A primary driver of engagement is job satisfaction. Contributors to this high level of job satisfaction are the Chesapeake benefits plan from competitive healthcare options to a generous vacation allotment. Commitment to community also plays into our job satisfaction. Chesapeake puts great emphasis on the fact that we are only as strong as the communities we serve. Therefore, we contribute dollars and hours of service to our local communities. And, we have fun doing it all!


    Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.


    In a typical banking day, you will enjoy a high level of customer contact, and you'll draw upon your own product knowledge, cash handling experience, and service training. You will make a difference by assessing a client’s financial needs and delivering first-rate service to help them reach their goals. Every day will be different. You will spend some time on the teller line, at a sales and service desk, and promoting Chesapeake Bank in the surrounding neighborhood. Chesapeake Bank is committed to leadership, so you will be backed by state-of-the-art industry software, help-desk support, and training resources. You'll have prestige, security and room to grow offered by a large company, and the intimacy of a neighborhood bank, where you'll know customers by name, and work in a team-oriented environment.




    Everything we do at Chesapeake Bank as an organization and a team creates an experience for us and for our customers. Performs various administrative and credit functions as they relate to the mortgage and commercial loan portfolio. Interacts with mortgage and commercial customers, closing attorneys, loan operations and the mortgage/commercial loan officer in charge of the relationship. Assembles and verifies loan documents for accuracy.





    • Manage the mortgage/commercial division’s credit files, internal and external customer correspondence, and updating of corporate and personal financial information to include pulling credit reports
    • Assist in keying in applications, collecting documents from clients & uploading files to operations
    • Request mortgage/commercial loan documents from loan administration and verify the accuracy of these documents before closing
    • Coordinate loan closings with lending officer, loan administration, borrowers, closing attorneys, and other outside representatives and facilitate the movement of documents from closing to credit file/loan administration
    • Ensure that closed loan documents contain proper signatures, dates and other relevant data
    • Perform routine services for mortgage/commercial customers such as draw requests, transfers and assists with customer problems
    • Communicate with mortgage/commercial customers concerning past due payments and matured loans and calling customers
    • Cross sell financial institution products and services, as appropriate
    • Assist with preparing any loan production reports
    • Performs variety of clerical duties
    • Obtain Nationwide Mortgage Licensing System(NMLS) Licensing


    • High school diploma or equivalent
    • Experience in financial/mortgage or legal profession preferred
    • Experience as a mortgage processor or loan officer assistant with working product knowledge preferred
    • Excellent written and verbal communication skills
    • Good understanding of computer spreadsheets and word processing programs
    • Ability to multi-task and the ability to be flexible as priorities fluctuate
    • Strong focus on customer service and satisfaction
    • Fast learner and eager to gain new workplace skills


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