HMDA Coordinator - Mortgage Lending

First National Bank

Production Coordinator

________________________________________
Department: Branch
Job Status: Full Time
FLSA Status: Non-Exempt
Reports To: Mortgage Operations Manager
Grade/Level:
Amount of Travel Required: Some-Limited
Work Schedule:
8:00am-5:00pm weekdays with other days and times only on an “as needed” basis.
Positions Supervised:


POSITION SUMMARY
HMDA Coordinator must maintain up-to-date knowledge on the Home Mortgage Disclosure Act, and its data collecting and reporting requirements. The HMDA Coordinator will be responsible for reviewing loan documentation and verifying data on the HMDA Data Sheet, tracking HMDA reportable loans and receipt of HMDA Data Sheet for said loans, monitoring scheduled reports, as well as reviewing and modifying data on the HMDA LAR, and other such duties as needed.

ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)
• Adhere to all governmental regulations and bank policies and procedures as directed
• Have a sense of urgency and professionalism in all aspects of the position
• Track and confirm receipt of HMDA Data Sheets for HMDA reportable loans
• Review loan documents and HMDA Data Sheets thoroughly for accuracy and potential issues
• Obtain additional documentation where needed
• Scan and attach needed documentation to loan file within loan operating system
• Maintain accuracy of loan origination system
• Maintain accuracy of data on the HMDA LAR
• Monitor scheduled reports
• Assist team with day-to-day functions based on workload and task allocation
• Correspond promptly and professionally with team members related to loan files
• Maintain a positive attitude and working relationship with all team members and customers
• Maintain good punctuality and attendance to work
• Perform all others duties as requested or assigned


POSITION QUALIFICATIONS
Competency Statement(s)
• Internal Customer Oriented - Ability to work with team members to obtain required information while following company procedures
• Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards
• Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace
• Relationship Building - Ability to effectively build relationships with customers and co-workers
• Accuracy - Ability to perform work accurately and thoroughly
• Reliability - The trait of being dependable and trustworthy
• Responsible - Ability to be held accountable or answerable for one’s conduct
• Adaptability - Ability to adapt to change in the workplace

Education : High school Diploma or Equivalent


Experience: industry experience preferred.

PHYSICAL DEMANDS
Physical Demands
Stand C (Constantly)
Walk F (Frequently)
Sit F (Frequently)
Handling / Fingering C (Constantly)
Reach Outward O (Occasionally)
Reach Above Shoulder O (Occasionally)
Climb N (Not Applicable)
Crawl N (Not Applicable)
Squat or Kneel O (Occasionally)
Bend O (Occasionally)

Lift/Carry
10 lbs or less F (Frequently)
11-20 lbs F (Frequently)
21-50 lbs F (Frequently)
51-100 lbs N (Not Applicable)
Over 100 lbs N (Not Applicable)

Push/Pull
12 lbs or less F (Frequently)
13-25 lbs F (Frequently)
26-40 lbs F (Frequently)
41-100 lbs F (Frequently)

N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements
Vision (Near, Distance, Peripheral, Depth Perception)
Sense of Sound (Must be able to hear customers and staff talk, hear alarms, etc)

WORK ENVIRONMENT
An office environment in a controlled atmosphere building

Education : High school Diploma or Equivalent
Experience: industry experience preferred