Wellesley Bank
  • Wellesley, MA, USA
  • Seasonal

Wellesley Bank a Premier Bank and Wealth Management Company is looking for our next talented team member to join our Residential Lending Team.

Position Summary

This position supports the mortgage origination and operations functions of the Bank. The ideal candidate will provide support in a clerical and administrative capacity, performing record keeping duties and assisting in implementation of projects for the loan operations team.

 Duties & Responsibilities

  • Maintains all digital loan records and insurance policies within electronic filing database, ensuring proper document breakdown and filing occurs
  • Organizes, stores, and prepares physical loan files and insurance policies for pick-up to delivery at off-site storage
  • Assists with putting together flood and HMDA packets
  • Assist in implementing projects to create efficiency in lending i.e.: exporting/importing various information from one lending software to another, third party vendor tracking of insurance policies, establish and maintaining electronic construction disbursement files, automation of 2018 HMDA data collection and storage
  • Provides on-going documentation support to employees, as well as internal and external auditors via auditing sheets
  • Tracks canceled or renewed insurance policies
  • Performs administrative and/or clerical duties in support of the operations team
  • Distributes daily mail and sends customer correspondence as needed
  • Complies with organizational standards, policies and procedures
  • Other duties as assigned.


  • General clerical and/or administrative experience
  • High school diploma or general education degree (GED) required
  • Excellent customer service, interpersonal and communication skills


  • Attention to detail
  • Organization and time management skills
  • Works well in a team environment
  • Proficient in Microsoft Word and Excel
Wellesley Bank
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