What are the responsibilities and job description for the Wholesale Mortgage Assistant II position at First Technology Federal Credit Union?
The Wholesale Mortgage Assistant II plays a crucial role in supporting Account Managers by ensuring the thorough and precise submission of loan files and related documentation to Mortgage Operations. The ideal candidate has a minimum of 3 years of experience in mortgage loan administration, demonstrates the ability to thrive in a fast-paced environment, and excels in time management.
Here's what you can expect from the job and what you need to be successful:
Job Duties:
- Act as a contact 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 up-to-date 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
- 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 three years’ experience in mortgage loan administration; inclusive of some Wholesale experience
- Ability to work autonomously in a fast-paced environment to manage time effectively and prioritize work appropriately to meet deadlines and SLAs
- 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
- Basic knowledge of TRID
- Strong 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: $25.00 to $29.80 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
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Salary : $25 - $30
