Position Summary:
The Junior Mortgage Loan Closer will provide support to the Mortgage Loan Closer. The goal of this position is to support the closers to prepare the initial closing disclosure, document preparation and funding of mortgage loans. Maintains a positive attitude and conducts business in a professional manner. Assures that all members, staff and visitors are treated with consideration and respect and is responsible to meet production levels set by USF Federal Credit Union.
Essential Functions & Additional Responsibilities
40% Learn how to accurately prepare closing disclosures, closing documents and fund mortgage loans including home equity lines of credit.
30% Effectively communicate with members, vendors, internal contacts and external contacts in a positive, and assertive manner to make sure all required deadlines are met and deliver regular status reports requests. Contact members to explain the closing process and request additional documentation as needed.
15% Prioritize and monitor daily workflow in order to ensure all loans are being worked on in accordance with company’s timeline expectations.
10% Supports any other mortgage department staff including; mortgage loan originators, loan processors, post closers, and other closers.
5% Perform other related duties as assigned.
Education:
- A high school education or G.E.D.
Experience:
- A minimum of 6 months’ work experience in a fast paced office environment
- Excellent oral and written communication and customer service skills.
- Aptitude to learn quickly and solve problems.
- Ability to work collaboratively with others in a fast paced, deadline driven, team environment.
- Previous Lending experience preferred but not required
Other Skills:
- Must have a high level of organizational skills, analytical skills and be able to multitask
- Proficient with standard computer applications including Microsoft Office
