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Wholesale Mortgage Sr. Assistant

First Tech Federal Credit Union
Hillsboro, OR Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/2/2025

Description

The Senior Wholesale Mortgage Assistant supports the Account Managers in ensuring the comprehensive and accurate submission of loan files and related documentation to Mortgage Operations, optimizing file flow.

Here's what you can expect from the job and what you need to be successful :

Job Duties :

  • Act as a contact and subject matter expert for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, providing ongoing client updates
  • Work directly with clients to explain loan programs and negotiate mortgage loan terms
  • Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker
  • Maintain expert product and procedure knowledge and consult with clients to ensure real estate products meet individual client needs
  • Build and maintain relationships with internal business partners (i.e. assigned branch staff,underwriters,etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients
  • Maintain compliance within federal, state and credit union rules and regulations
  • Actively prospect for new broker clients through existing relationships, industry partners, social media and industry networking events
  • Engage with client prospects and assist with submission of application packages
  • Onboard and provide training to new clients
  • Assist clients with any systems issues, underwriting questions and pricing questions
  • Monitor volume pipeline to ensure monthly goals are achieved
  • Send report cards to clients quarterly or as requested

Essential Skills :

  • Minimum five years' experience in mortgage loan administration; including a minimum of two years' Wholesale experience
  • Ability to work autonomously in a fast-paced environment to manage time effectively and prioritize work appropriately to meet deadlines and SLAs
  • Exceptional ability to communicate clearly (verbal and written) with all levels within organization
  • Proven skills and commitment in meeting or exceeding client expectations and requirements
  • Ability to apply logic to situations and make common-sense analysis of a credit package
  • Strong knowledge of TRID
  • Advanced knowledge of Microsoft Office Suite and knowledge of loan operations software (i.e. Encompass & TPO Connect)
  • Certification / License : Ability to be NMLS certified

    • Location : Hillsboro Corporate Office - Hillsboro OR 97124

    Target Compensation in Hillsboro, OR : $31.50 to $35.50 hourly annual bonus

    Benefits options include :

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

    • What makes First Tech different? Click here to learn more!

    First Tech is not currently offering Visa sponsorship for this position

    FT123 #LI-MG1

    Salary : $32 - $36

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