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Mortgage Front Desk Clerk (On-Site)

Educational Federal Credit Union
Miami, FL Full Time
POSTED ON 12/10/2025 CLOSED ON 2/4/2026

What are the responsibilities and job description for the Mortgage Front Desk Clerk (On-Site) position at Educational Federal Credit Union?

Job Description

Job Summary:

The Mortgage Operations Support Specialist (Mortgage Front Desk Clerk) provides administrative support to the mortgage department. Adept at maintaining customer files, has great customer service abilities and maintains the professional image of the Credit Union to callers and visitors.

We encourage you to view and apply directly at edfed.org/careers

Duties & Responsibilities:

  • Answer and route incoming calls, emails, and messages related to mortgage loans services.
  • Assist members with residential and equity inquiries related to servicing issues.
  • Assist members with basic home loan inquiries, providing general information about mortgage products, application processes, and required documentation.
  • Process payoffs of equity loans.
  • Assist with department walk-ins, scheduling appointments, answering calls, mailing and scanning of documents.
  • Assist Branch personnel with equity applications as needed.
  • Respond to member inquiries regarding process for obtaining Credit Union endorsement on loss draft checks.
  • Prepare Satisfaction of Mortgage(s) on paid off equity loans and lines.
  • Escrow Review of 1st lien equity loans and lines for payment of taxes done on quarterly basis.
  • Issue payoff statements on equity loans and lines as requested.
  • Process CPI (force placed insurance).
  • Review monthly MIS invoice report and issue payment.
  • Process Symitar account number changes.
  • Monthly equity reports.
  • Equity loan and line payment change agreements.
  • Handle disbursement of loss draft insurance proceeds.
  • Forward required payoff documentation to Cenlar on residential loans.
  • Follow up on recorded mortgage on equity loans and lines and reviews for potential intervening liens.
  • Follow up regarding receipt of final title policy for residential loans, place in permanent file.
  • Follow up regarding receipt of recorded mortgage for residential loans, place in permanent file.
  • Performs other duties as assigned by management.

Requirements:

  • Associate’s Degree or equivalent combination
  • 1 -2 years of professional office environment, preferably as an administrative or mortgage assistant

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

The following are some benefits offered to employees:

  • Paid Holiday
  • Paid Birthday
  • Paid Sick and Personal Days
  • Paid Vacation
  • Retirement/401K with matching contributions
  • Medical, Dental and Vision Insurance
  • Life Insurance and Long Term Disability
  • Tuition reimbursement for Undergraduate and Graduate courses
  • Various Incentive Programs
  • Career opportunities

About Us:

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

Company Description

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

Salary.com Estimation for Mortgage Front Desk Clerk (On-Site) in Miami, FL
$59,199 to $83,881
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