Mortgage Outside Sales Loan Production Assistant 1

Description

Assists the Mortgage Center by assigning loans, scheduling appointments and strengthening existing member relationships through product/service referrals and problem identification and resolution.

Job Duties:

• Provide a superior member experience by actively listening to and assessing the needs of the member and referring members to the appropriate person or department.
• Coordinate appointments and walk-ins between members and officers.
• Pull loans from system, create loan files, and assign loans to Mortgage Loan Officers. Track loans for the Mortgage Center.
• Create and maintain a report matrix of pre-approval applications, seminar attendees, Home Advantage registrations, purchase agreements, and expiration of offers.
• Send electronic consent disclosures to members.
• Archive withdrawn/cancelled files in loan origination system.
• Fulfill department supply orders.
• Manage the monthly storage of application lists, ensuring records are retained according to retention guidelines.
• Make copies for members as needed.
• Contact members with information for received applications.
• Coordinate and track files between the Mortgage Center and Loan Services. Handle internal mail.
• Provide information and training on administrative duties to Mortgage staff so they can serve as back- up.
• Verify loan information as requested by internal and external members.

Requirements

Experience and Knowledge:

• Minimum one year’ customer service experience. Prior financial institution experience preferred.
• Possesses basic understanding of laws and regulations governing lending and financial institutions, as well as knowledge of SLFCU lending guidelines.
• Strong knowledge of Microsoft Office applications (specifically MS Excel and Word); demonstrates ability to learn and effectively utilize in house programs and third-party mortgage lending software.
• Thorough knowledge of Credit Union products and services, features, and benefits.

Education:

• High school diploma or GED equivalent.

Interpersonal Skills:

• Possesses excellent interpersonal skills. Demonstrates daily the Credit Union's commitment to maintaining a close and caring touch with its members.
• Able to handle difficult situations and persons in a positive and professional manner.
• Functions well within departmental and cross-functional teams. Able to work proactively with team members in developing and achieving a common goal.

Communication:

• Demonstrates strong verbal and written communication skills; able to communicate lending-related topics clearly and succinctly to others.

Other Skills:

• Demonstrated ability to ensure that documentation produced is accurate and meets all organizational guidelines and policies.
• Exhibits exceptional problem-solving skills; identifies and resolves problems in a timely manner and gathers/analyzes information skillfully.
• Demonstrates excellent organizational and time management skills; able to handle/prioritize multiple tasks and projects, meet deadlines and work under pressure.
• Constantly strives to maintain product knowledge through continued education and research. Able to attend schools, seminars or other types of training to further expand and enhance knowledge base.
• Understands and applies team and department "best practices" and continually works for process and service improvements.

Salary : $33,613 - $42,016