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Sr. Specialist, Mortgage Sales - 114th & Dodge

First National Bank Omaha, NE

Job Description

At FNBO, our employees are the heart of our story--and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Immediate Opening - West Omaha

Role Description: Assist Loan Originators (LOs) as assigned to help drive loan production goals while at the same time providing a helpful, easy, and personal mortgage experience to all existing and prospective customers of First National Bank of Omaha. Must be able to multi-task and work in a fast paced production based environment.  Responsible for establishing and developing relationships with various referral sources to foster additional closed loan business. 

Key Accountabilities:

Assist Loan Originator with all aspects of the mortgage lending process which would include but not limited to:

  • Conducting loan applications via telephone and face to face
  • Preparation of disclosures, including Good Faith Estimates
  • Communication with borrowers, agents, appraisers, underwriters, processors and closers throughout the loan process
  • Counseling borrowers
  • Conducting pre-qualifications
  • Closing loans
  • Written correspondence with customers

Research, identify and develop networks that enable exposure and opportunities to develop relationships with potential prospects and existing clientele.

  • Prospect and build new relationships with both inside and outside of the bank while respecting the relationships of the Loan Originator.

Provide sales and administrative support to assigned business office and the mortgage lending group.  

  • Provide input and assist in the development of marketing materials and strategies.  
  • Assist in the development and maintenance of clientele files.
  • Conduct industry research and recommend the development of new products and services.
  • Assist in the development and maintenance of reporting metrics on office performance.

Maintain and continuously enhance industry knowledge of specific product & service expertise consistent with chosen area of expertise.  

  • Research, identify and recommend in-depth comprehensive/detailed training and learning opportunities for self and products.
  • Identify the going forward impacts and opportunities of trends within the industry.
  • Provide input to and assist in the development of industry related communications.

Demonstrate organizational advocacy through positive teamwork, trust and mutual respect for customers and employees. Develop and implement initiatives that reinforce the mission, vision and advocacy model of First National Bank of Omaha and align to delivering the ultimate home mortgage experience and aligning to First National's Operating Philosophy.

  • Provide an individualized and meaningful quality customer experience by engaging the customer, employees, and communities through accountability and mutual respect, integrity, unity, passion and listening to the needs of the customer and employees.
  • Seek opportunities and drive development within assigned role - Increasing revenue and reducing expenses.

Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

  • Complete compliance training and adhere to internal procedures and controls, as required.
  • Report any known violations of compliance policy, laws, or regulations.
  • Report any suspicious customer and/or account activity.
  • If applicable, ensure direct reports meet the above requirements and take action to address employee performance issues.

Exhibit professional behavior and promote positive working relationships.

  • Complete special projects as assigned within allotted time frames.
    • Be accountable for continuous best efforts to complete the job assigned.
  • Exercise a willingness to be a resource to colleagues.
  • Practice Real Estate Lending values and support the goals and strategic plan.
  • Be proactive and respectful in all relationships.

Knowledge, Skills, Education and Experience:


  • High School Diploma and/or equivalent work experience
  • Basic knowledge in the area of Real Estate mortgage market in local area
  • Strong time management and organizational skills
  • Ability to be a self starter and be self motivated
  • Strong communication and presentation skills
  • Strong knowledge of Microsoft Office


  • Sales and lending experience
  • 2 years sales/financial service experience
  • Licensing for area or be along the path to obtaining.

Location: 114th & Dodge

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

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Job Details

Date Posted May 22, 2020
Date Closes July 21, 2020
Requisition R-20200113
Address 11404 West Dodge Road Omaha, NE 68154-2576
Located In Omaha, NE
Work At Omaha - FN Plaza
SOC Category 00-0000.00