- Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed.- Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents.- Scrub real estate applications in Mortgage Bot to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.)- Contact Originator for missing or incomplete information needed to process the real estate application.- Assist with processing of real estate restructures, including but not limited to document processing, obtaining, and adding restructure information to member accounts as needed.- Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday.- Work closely with Title Specialists to prepare closing disclosure and closing documents for review to ensure accuracy.- Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction.- Perform most important and time-sensitive tasks first.- Organize projects to ensure maximum workflow between Lending Department and other Departments.- Self-monitor to ensure timeliness and accuracy of work.- Work proactively with other personnel to ensure a "team effort" and prompt Member service.
1-4 years
- Excellent problem-solving skills.- Strong analytical and organizational skills.- Completes mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- High school diploma required.- 1-2 years professional experience with accounting or lending procedures preferred but not required.
High School
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