Lending Advisor Associate

Mechanics Bank

. Support the Sr. Lending Advisor Team with complex transactions and serve as first-level support for the Sr. Lending Advisor and sales team . Monitor and manage the loan pipeline, track progress, ensure timely loan

Posted 11/2/2026full-timeUnited StatesMid-Level💰 $25 - $42 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Mortgage Lending and Banking, with strong capabilities in managing loan pipelines, facilitating communication between teams, and providing exceptional customer service. Proficient in utilizing mortgage lending systems and MS Office Suite to support complex transactions and operational improvements.

Highest-signal resume keywords

Mortgage Lending ExperienceLoan Pipeline ManagementMS Office Suite ProficiencyCustomer Service SkillsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage LendingLoan Pipeline ManagementCalculating Figures and AmountsDocument CollectionWorkflow Coordination

Soft Skills

Time ManagementOrganizational SkillsTeamworkProblem SolvingProfessionalism

Tools & Technologies

Encompass (LOS)MS Office Suite

Certifications & Qualifications

High School Diploma or GEDAssociate's Degree Preferred

Industry Keywords

BankingLending ProductsCustomer RelationsOperational ImprovementsCross-Selling

About the role

Key responsibilities & impact

Support the Sr. Lending Advisor Team with complex transactions and serve as first-level support for the Sr. Lending Advisor and sales team
Monitor and manage the loan pipeline, track progress, ensure timely loan milestones and contingencies, and collect supporting documents
Work on loan conditions alongside Sr. Lending Advisors
Provide input and guidance on workflow uncertainties and clarify processes and procedures
Facilitate effective communication between sales and operations teams
Contact customers to follow up on conditions, milestones, documents, funding and closings
Coordinate lending-related products and services, including deposit accounts, trusts and treasury products
Work on special projects and deliverables, including strategic initiatives and operational improvements
Act as a central point of contact for internal business partners and clients
Support cross-selling and relationship deepening across lending products and partner capabilities
Travel 0–10%

Requirements

What you’ll need

High School or GED required
3 years minimum Mortgage Lending, Banking required
Associate's Degree preferred
Additional experience may be considered in lieu of degree
Proficient with MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems
Possess excellent human relations, communications and business writing skills
Ability to work effectively without direct supervision
Possess effective time management and organizational skills
Demonstrates teamwork in facilitating workflow
High level of cooperation with others and responsiveness to the Bank’s needs
Exemplary motivation, enthusiasm, professionalism and team skills
Demonstrates excellent customer service skills
Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities
Exhibit a high degree of professionalism and confidentiality in handling and accessing sensitive information
Ability to travel between bank and customer locations and/or commute for training purposes
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Ability to solve practical problems and deal with a variety of concrete variables where only limited standardization exists

Benefits

Comp & perks

AIP Bonus up to 5%
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays
Paid Sick days (accrual of one hour for every 30 hours worked)
Up to 25 paid vacation days
16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account
Discounted rates on primary residence loan with $0 origination fees (restrictions apply)