Purpose of Job
Provides member service through obtaining documents and validating the accuracy of real estate loan documentation required to issue disbursement of loan proceeds. This includes issuing funding authorization to real estate settlement agents and attorneys in order to complete the mortgage loan process. Uses established procedures and relevant job experience to carry out work assignments.
Job Requirements
- Acquires and applies foundational knowledge of products, services, and processes.
- Obtains, reviews and validates loan documentation to ensure compliance.
- Identifies and researches missing information.
- Communicates with 3rd party agencies and/or members to obtain and/or provide necessary documentation.
- Resolves member account and loan documentation issues.
- Ensures the accuracy of member data entered in the money movement/disbursement system and Cadence system.
- Meets or exceeds member expectations and target dates within the loan closing/funding process.
- Performs other loan setup and closing-related tasks as requested.
Minimum Experience:
- High School Diploma or General Equivalency Diploma
- Up to 1 year of customer service experience
*Qualifications may warrant placement in a different job level*
When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses.
Preferred:
- 2 years of wire transfer
- 1 year + Title experience
- 2 years + mortgage experience
- 1 year in real estate background
- Able to work 8:00 A.M. – 5:00 P.M. or 9:00 A.M. – 6:00 P.M.
- Money transferring experience or checks and balances
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
At USAA our employees enjoy one of the best benefits package in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.
Relocation assistance is not available for this position.
For Internal Candidates:
Must complete 12 months in current position (from date of hire or date of placement), or must have manager’s approval prior to posting.
Last day for internal candidates to apply to the opening is 12/09/19 by 11:59 pm CST time.
