Position Overview
Under general supervision, provides clerical and administrative assistance to Mortgage Originations management and staff. Maintains supply inventory, completes all orders for consumer mortgage lending, reviews documents for loan processors, and completes mail.
· Coordinates with the Team Leader to assign files daily to the consumer loan processors.
· Orders AVM/Appraisals, Flood Certificates, and O&E/Title Insurance for consumer mortgage loans submitted to the consumer mortgage processing queue. Updates mortgage files when information ordered is received.
· Follows up with Service Centers on mortgage applications in pending status to ensure applications are submitted to processing in a timely manner.
· Maintains denied, cancelled, or withdrawn loan origination documents. Ensures all documents are uploaded and filed into OnBase.
· Maintains Mortgage Originations Department inventory of office and other supplies. Orders supplies as needed to ensure appropriate amounts are on hand.
· Sorts and delivers mail daily to proper mortgage area.
· Attends job-specific training classes as requested by manager. This includes, but is not limited to, completing annual BSA/AML Compliance Training and understanding employee’s role in maintaining an effective BSA/AML compliance program, and completing FACT Act Red Flag training.
Education & Experience: · High school diploma or equivalent.
· 2 or more years of office administrative experience.
· Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized.
· Able to operate standard office equipment such as calculators, photocopy machines, and fax machines.
· Good math skills and analytical skills.
· General knowledge and understanding of Credit Union loan products, services, policies, and procedures.
· General knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
· General knowledge and understanding of all Credit Union computer systems and software programs required to perform job duties.
· Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with staff, members, and vendors.
· Must be able to work under general supervision.
· Must be able to maintain a high level of confidentiality.
