1 Origination Representative Job in Fort Walton Beach, FL

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Origination Representative

Eglin Federal Credit Union

Fort Walton Beach, FL | Full Time

$61k-85k (estimate)

3 Weeks Ago

Origination Representative

Eglin Federal Credit Union Fort Walton Beach, FL

$61k-85k (estimate)

Full Time | Business Services 3 Weeks Ago

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Eglin Federal Credit Union is Hiring an Origination Representative Near Fort Walton Beach, FL

Starting Pay: $17.68 hourly

Position Closing: 6/10/2024

Role:

Fulfills a wide variety of member requests either by phone or in person. Performs routine tasks associated with all mortgage products. Represents and is the face of Mortgage Services and continuously strives to provide exceptional five-star service to our members. Performs all tasks in accordance with credit union policies and procedures and federal regulatory laws.

Essential Functions & Responsibilities:

Maintains thorough knowledge and understanding of Mortgage Services products and procedures.

Receives and responds to all incoming telephone calls and emails to the Mortgage Services Department. Responses must be made in a timely manner.

Schedules appointments, assigns pre-qualifications, reviews incoming web applications for validity, and directs the flow of any other requests coming into Mortgage Services to the appropriate personnel/department. Ensures reception desk has coverage at all times.

Updates the interest rate spreadsheet and provides a copy to all Mortgage Services personnel as well as other applicable departments on the first business day of the week.

Organizes and maintains inventory of supplies for Mortgage Services Origination.

Maintains the pre-qualification binder and removes all pre-qualification documentation that has expired.

Reviews approved providers list on a quarterly basis and ensures all contact information and fees are accurate.

Delivers mortgage loan files to Underwriting and Processing/Closing depending on the loan stage.

Performs other job-related duties as assigned.

Creates and preps all mortgage loan application files for the Loan Originator. Reviews all loan documents for quality and accuracy before moving the file to Origination.

Performance Measurements:

1.	Must possess strong verbal and interpersonal communication skills.

2.	Must have excellent time management skills to prioritize and complete a variety of tasks throughout the day.

3.	Proactively seek opportunities to identify appropriate products and services for the betterment of the members.

4.	Must be able to qualify for and obtain a NMLS ID number.

5.	Must maintain knowledge of Mortgage Regulations and EFCU Mortgage policies and procedures.

Knowledge and Skills:

Experience

One month to twelve months of similar or related experience. Previous customer service experience is preferred.

Education

A high school education or GED. Annual Federal and State Mortgage Lending Laws and Regulations training is required.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Must be familiar with Federal and State Mortgage Laws and regulations, and EFCU Mortgage loan policies.

Must maintain friendly, professional rapport and/or communication when dealing with co-workers, members, 3rd party service providers, and other financial institutions during the application process.

Must be thoroughly familiar with Credit Union computer system.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$61k-85k (estimate)

POST DATE

05/14/2024

EXPIRATION DATE

06/09/2024

WEBSITE

eglinfcu.org

HEADQUARTERS

NICEVILLE, FL

SIZE

<25

FOUNDED

1954

REVENUE

<$5M

INDUSTRY

Business Services

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About Eglin Federal Credit Union

Eglin Federal Credit Union has nine branches serving members in and around Okaloosa, Santa Rosa and Walton counties. The Credit Union serves active duty, retired military and local honorably discharged veterans; local civil service employees; employees of many area businesses; members living within our geographic field of membership; and their families. We offer a full range of first-class financial services including auto loans, credit cards and mortgages. Eglin Federal Credit Union is an Equal Opportunity/Affirmative Action Employer - Females/Minorities/Veterans/Disabled. Eglin Federal Credi...t Union is an Equal Housing Lender. Federally Insured by NCUA. More
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