What are the responsibilities and job description for the Mortgage Lending Specialist - Temporary position at Envista Credit Union?
What this role looks like:
To assist members and potential members (primarily over the phone) with their mortgage needs; to identify opportunities to cross sell products and services that are beneficial to members, explains mortgage products and services, and directs members to the appropriate staff person for further assistance when necessary. Successful candidates will share Envista's Core Values of Integrity, Empower, Unity, Impact, and Exceed. |
What you'll do:
- Assist borrowers with 2nd mortgage applications. Submit 2nd mortgage loan applications to underwriters for decisioning. Generate and assemble documents for delivery to title company, lending officer and/or member. Create and send initial disclosures to borrowers. Verify accuracy of title commitments, insurance forms and other required loan documents. Prepare file for closing. Create closing documents, schedule and close loan with borrowers. Prepare file for funding.
- Assist members with mortgage loan applications. Provide required information for Advisor's to complete application analysis in a timely fashion; follow up to ensure all aspects of the transaction have been correctly and satisfactorily completed. Assists members and potential members (primarily over the phone) with their mortgage needs, identifies and cross sells products and services beneficial to members, answer questions about mortgage products and services and refer department questions to appropriate team member.
- Assist with any documentation collection, order and create loan documents and coordinate loan closings.
- Other duties as assigned
Education & Experience:
- One year to three years of similar or related experience (Preferred)
- A high school education or equivalent (Preferred)
Our benefits:
- Competitive Compensation
- Performance Incentives
- Community Involvement
- Career Advancement
- Educational Opportunities
- Health & Wellness Benefit
- Paid Time Off
- Health & Dental Insurance
- Life & Disability Insurance
- Vision Insurance
- 401(k) Plan with company match
- Pet Insurance
Visit teamenvista.com for more information about our company culture, excellent benefits package and more!