Mortgage Loan Processing Assistant

We’re Canvas Credit Union

We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.

Canvas "It's About More" Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )

Why Canvas?

At Canvas, we’re dedicated to transforming financial services from the inside out.

Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.

What you'll do   

The Mortgage Loan Processing Assistant role will support Mortgage Loan Officer Assistants and Loan Processors by handling various administrative tasks.

• Order Title: Process title orders for purchase and refinance loans within 24 hours of the request. 
• Follow Up on Title Documentation: Contact the Title Company every other day after purchase and refinance orders to collect necessary documentation. 
• Verification of Employment (VOE): Complete VOE requests and follow up every other day until the VOE is received. 
• Reverification of Employment: Conduct reverification of employment up to 10 days before the closing date. 
• Disclosures: Disclose files as requested by Loan Office Assistants within 24 hours of the initial request. 
• Order Homeowners Insurance (HOI): Order HOI as requested by Processors within 24 hours of the request. 
• Canvas Membership: set up Canvas membership prior to requesting HOI and Title so the loan number is correct on all documents. 
• Contract Data and Dates: check data and dates in Encompass to ensure dates are correct prior to completing order outs. 
• Appraisals: Order appraisal through MAM or VA portal same day of request. 
• Condo Documents: Order condo documents and uploading invoices. 
• Condo Insurance: Order condo insurance and/or PUD insurance. 
• Flood Certificate: Order flood certificate same day of request. 
• Compliance Order: Order Data Verify - pulling SSV if needed based on results and letting the team know if additional REO, OFAC or other issues are noted. 
• Refinance Payoffs: Order payoffs for refinances within 24 hours of request. 
• USPS: Pull USPS zip codes validation to ensure that address and county matches the contract/Encompass data. 
• Documents: Organizing documents, remaining to standard template. 
• Communication: Maintain clear and consistent communication with Loan Officer Assistants, Processors, and Mortgage Loan Officers. 
• Administrative Duties: Perform additional administrative tasks as needed. 
• This role at Canvas requires National Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. (Not meeting or staying current may result in removal from role). 
• Pre-employment background review (components include criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender). 

Job Qualifications

• Excellent attention to detail and organization
• Ability to work collaboratively in a fast-paced environment
• Exceptional customer service skills

Knowledge, Skill and Ability

• Knowledge of bank operations, policies, and procedures. 
• Knowledge of loan processes and basic accounting. 
• Knowledge of word processing and spreadsheet software. 
• Skill in communicating effectively with management, customers, and co-workers. 
• Ability to pay close attention to detail and work with a high degree of accuracy. 
• Ability to create an organized and efficient work environment without supervision. 
• Ability to work under pressure of deadlines. 
• Ability to function as a team player. 

Education or Formal Training: High school diploma or GED or equivalent relevant work experience.

Experience: Minimum of two years customer service or administrative experience required. Previous loan processing experience preferred but not required.

This position has a starting pay range of $20.00-$22.51/hour, and final pay rate will be determined based on skills, experience, education, and internal equity factors. 

Canvas benefits

Medical/Dental/Vision Insurance

Paid Vacation 

Paid Sick Time 

Paid Holidays

Paid Wellness Day

Paid Volunteer Time

Flexible Spending Account

Health Savings Account

World Class 401(k) Plan

Tuition Reimbursement

Rate Discounts on Qualifying Loans

May be eligible for incentives or discretionary bonus based on results

NMLS

This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. Not meeting or staying current may result in removal from role.

Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).

Working Environment/Physical Activities

High volume, fast-paced, dynamic office environment with some travel.  Must be able to attend meetings and events outside of regular business hours.  The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets.  The position requires manual dexterity, the ability to lift files and open filing cabinets.  The position requires bending, stooping, or standing as necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Position will be open until filled, or if unable to fill until posting is canceled.

Salary : $20 - $23