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 Description

• 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• Archive withdrawn/cancelled files in loan origination system.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.

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.