Mortgage Division Intern

Local Bank•Daphne, AL

1d•Onsite

About The Position

The Mortgage Division Intern provides administrative, operational, and customer service support to Mortgage Loan Originators and the mortgage lending team. This internship is designed to provide hands-on exposure to residential mortgage lending in a community bank environment, while assisting with day-to-day activities that support loan production, customer communication, and file organization. The intern will work under close supervision and will not engage in loan origination activities that require licensing. All duties will be performed in compliance with bank policies, regulatory requirements, and confidentiality standards.

Requirements

High school diploma or equivalent required.
Currently enrolled in, or recently completed, a degree program in business, finance, accounting, economics, or a related field preferred.
Prior office, customer service, or administrative experience is a plus but not required.
Interest in banking, mortgage lending, or financial services.
Strong organizational and time management skills.
Attention to detail and accuracy.
Professional communication skills (verbal and written).
Ability to handle sensitive information with discretion.
Basic proficiency with Microsoft Office (Word, Excel, Outlook).
Ability to work independently while following instructions and supervision.
Must be able to lift up to 15 pounds at times.
Professional attire required.

Nice To Haves

Prior office, customer service, or administrative experience is a plus but not required.
Currently enrolled in, or recently completed, a degree program in business, finance, accounting, economics, or a related field preferred.

Responsibilities

Assist Mortgage Loan Originators with administrative and clerical support
Help organize and maintain mortgage loan files (paper and electronic)
Assist with gathering, scanning, and indexing borrower documentation
Prepare and assemble loan application packets and disclosures for review
Track application milestones and assist with follow-ups as directed
Communicate with internal departments (processing, underwriting, closing) to support file flow
Assist with scheduling appointments and coordinating borrower communications
Maintain accurate records and update loan tracking systems or spreadsheets
Support marketing or community outreach efforts related to mortgage lending, as approve
Maintain strict confidentiality of customer and bank information
Follow all bank policies, procedures, and security requirements
Comply with applicable mortgage regulations, including consumer privacy requirements
Do not discuss loan terms, rates, or provide credit decisions to customers
Immediately escalate questions or issues to supervising staff
All other duties as assigned.