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Pinnacle Bank

MORTG ORIG ASST

323 W 11th Street, Kearney, NE 68845

On-site · Full-time · Depends on Experience (as posted)

First seen by offpeak October 6, 2026

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GENERAL SUMMARY: Responsible for facilitating the accurate and timely completion of mortgage loan applications including making initial contact and follow-ups with clients, gather documentation, providing support throughout the mortgage loan application process, and performing administrative duties.       RESPONSIBILITIES AND DUTIES:
  1. Answers incoming telephone calls, resolves customer inquiries within prescribed authority, and when necessary directing calls to the appropriate loan originator or department.   
  2. Serve as primary contact and liaison between clients, mortgage processor, and originator and conduct meetings to coordinate any follow-up items.    
  3. Completes administrative duties such as filing, photocopying, faxing documents, scanning and organizing.    
  4. Responsible for reviewing loan applications and documentation for discrepancies or omissions.
  5. Review daily status of loans in process.
  6. Responsible for making sure the CRM system is updated, and the correct marketing campaigns are being generated.   
  7. Responsible for being sure loan applications are being submitted timely for preparation and delivery of the early disclosures to the borrower(s).
  8. Follow-up and respond to customer and in-house inquiries on transactions as needed.
  9. Regular and reliable attendance.
  10. Assists with other job-related duties as assigned by manager.
  KNOWLEDGE, SKILLS, AND ABILITIES:   EDUCATION AND EXPERIENCE:   PHYSICAL REQUIREMENTS:   Seeing: 75-100%                                                                                                                    Must be able to read documents, use computer   Hearing: 75-100%                                                                                                                  Must be able to communicate with customers and co-workers in person and on the telephone.   Standing/Walking: 25-49%                                                  Must be able to visit with the loan Officer, go to areas of the office to use copier & fax machines, etc.   Climbing/Stooping/Kneeling: 25-49%                                 Must be able to kneel or stoop to file mortgage loan files in cabinets.              Fingering/Grasping/Feeling: 75-100%                                                                    Must be able to use computer, write and place paperwork in file folders.     PHYSICAL DIMENSIONS: Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  Job involves sitting most of the time and if walking and standing is required, only occasionally.   NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.  

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