Wellesley Bank
  • Wellesley, MA, USA
  • Full Time

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 is responsible for accurately performing various loan servicing operations tasks in accordance with applicable rules and regulations, while providing premier service to both internal and external clients


  • Complete data input and interface setup of all new loans including posting all loan closing funds and FASB setup
  • Fund attorney accounts as necessary for loan closes
  • Review mortgage loan documents, audit for completeness, accuracy
  • Track and follow up on outstanding closing documents
  • Perform file maintenance as necessary
  • Assist with the payment of Real Estate taxes, board new loans to Corelogic Tax Service
  • Gather construction disbursement documentation from Loan Officers and perform construction advances
  • Assist with Escrow Analysis reconciliation
  • Prepare and process payoffs
  • Prepare discharges and mail according to policy and regulations
  • Provide support for Lending audits
  • Assist in HMDA and Flood data collection, review and reporting
  • Track and collect mortgage payments required by loan documents
  • Provide premier service through daily contact with clients via phone and internet
  • Support senior team members for problem loan management and other non-routine matters
  • Other duties as assigned

Knowledge, Skills and Abilities:

  • Ability to work as a part of a team, while providing a strong individual contribution
  • Excellent attention to detail, judgment, flexibility and dependability
  • Requires excellent premier communication skills, written and oral, through all levels of the organization
  • Excellent computer skills with ability to create and utilize spreadsheets.
  • Energetic self-starter







  • 2-5 years' experience
  • Knowledge of Word, Excel, Microsoft Outlook and Loan systems ie: Encompass, Fiserv Cleartouch preferred
  • Bachelor's Degree in Business, Finance or Economics or equivalent experience required.

Wellesley Bank is an Equal Opportunity Employer




Wellesley Bank
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