Branch Assistant

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Logo of Luminate Bank

Luminate Bank

501 - 1000 employees

Founded 1937

🏗️ Construction

🛡️ Insurance

🏦 Banking

Construction • Insurance • Banking

Luminate Bank is a regional consumer- and business-focused bank headquartered in Minneapolis that provides a full range of retail and commercial banking services. It offers personal accounts (checking, savings, CDs, HSAs), business banking and treasury management, full-service mortgage and home lending (conventional, FHA, VA, jumbo, construction, renovation, reverse, refinance), title & escrow, and credit card products. The bank emphasizes digital banking tools — a mobile app, online banking, digital wallet integrations, Zelle®, and financial planning resources — while highlighting local support, community impact, and resources for first-time homebuyers and small businesses.

📋 Description

• Assists the Branch Manager and/or Loan Originator(s) in managing pipeline in a timely and efficient manner, while obtaining working knowledge of company products as well as private and government insured mortgage guidelines • May schedule appointments with potential customers for the Branch Manager and/or Loan Originator(s) • Interacts and interfaces, in a support capacity, with all parties involved in each individual loan transaction from application to closing • Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages • Maintains a professional image and adheres to standards consistent with company policies and procedures • Maintain compliance with local, state, and federal laws, including but not limited to understanding the limitations as an unlicensed loan originator assistant • Provide exceptional ongoing support and customer service to leads, existing and past clients and partners • Assists with general clerical/administrative duties as needed including but not limited to: answering phones, filing, preparing correspondence and memoranda, faxing, copying, and mailing • Additional responsibilities as assigned

🎯 Requirements

• Excellent and effective communication skills, both verbal and written • An ability to quickly assess and process large amounts of information and must be able to use designated technology • Must continue to expand knowledge of issues influencing the industry and the organization • Must be organized and detail-oriented and possess ability to prioritize workload based on loan volume • Previous experience working in mortgage or banking related field

🏖️ Benefits

• Competitive compensation reliant on ability and experience • Excellent benefits package including health, dental & vision • Life and AD&D Insurance, as well as additional voluntary benefit possibilities • 401K with robust company match • Flexible PTO program second to none

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