Home Loan Officer Assistant I

Position Overview: The Home Loan Officer Assistant I is responsible for providing support for the home loan origination team. This process includes status updates and/or follow-up with members realtors operations staff and management.

Core Job / Requirements/Outcomes

• Obtain information and documentation needed to assist in approving mortgages within timeframes and deadlines by communicating directly with the member Home Loan Officers Home Loan Processors and third-party service provider(s) as applicable.
• Assist the Home Loan Origination team by reviewing loan applications for accuracy and completeness reviewing and indexing required documentation for loan approval and following up with members for additional documentation as required.
• Aid the Home Loan Origination team by doing basic income calculations to include W2/wage earner retirement or fixed income.

Other Essential Functions

• Work effectively and efficiently with the Home Loan Origination team on their active pipeline by monitoring rate locks NOIs closing dates and 30-day decisions as required to maintain service level agreements as well as compliance with applicable regulations.
• Provide support to the Home Loan Origination team by managing lead sources (Webforms voicemails emails trigger leads and Blend applications) to establish contact and follow-up with members within our service level agreement timeframes while also (potentially) tending the front desk for walk-in customers.
• Develop and maintain positive relationships with members and third-party providers by upholding service level agreements and communicating effectively.
• Provide support to team members by maintaining positive working relationships that promote a collaborative and inviting team environment.
• Ability to work effectively and collaboratively in a diverse work group as well as independently with minimum supervision. Ability to adapt to changes solve practical problems and handle a variety of situations exercising flexibility and sound judgment in a fast-paced environment.

Qualifications :

Education High School Diploma or equivalent required.

Job Experience Minimum of one year experience in real estate origination or processing is preferred. Previous experience in STCUs Home Loan department or other similar relevant experience or education in lending may be considered in lieu of home loan origination or processing experience.

Certifications National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008 is required.

Software Skills Knowledge of Encompass Blend and Income Genius is preferred but not required. Proficient knowledge of MS Office programs including Outlook Word Excel and Teams.

Physical Demands Must be able to regularly talk hear and operate a computer keyboard and mouse and occasionally lift pull/push and carry up to 10 pounds with accommodations.

Work Conditions Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress fast-paced deadline-oriented environment.

Travel Demands Must be available to travel between branches for team meetings training team building or other events or activities when required.

Other Perform additional duties as assigned for the efficient operation of the department and the organization. This includes the possibility of being assigned temporarily to other locations.

Additional Information :

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Remote Work :

No

Employment Type :

Full-time