Mortgage Operations Support Specialist

2 weeks ago

Pensacola FL United States Tential Full time
Mortgage Operation Support Specialist

Job Description:

To provide operational support for Management, Supervisory staff, Mortgage Loan Officers (MLOs), Processors and Closers in order to execute essential mortgage production tasks, minimizing the inherent risk of the Credit Union and its members assume during the origination process.

Responsibilities:

Assist with new loan setup including indexing, member follow up, ordering and/or validating documents; updating mortgage lending systems while ensuring compliance with regulatory requirements
Index loan documents received electronically via fax and e-mail from members, Processors, Closers and/or third parties
Complete initial contact with the member appropriate information such as contact name, hours, contact numbers, etc. to ensure member education and enhanced member service
Maintain systematic, consistent and reliable notes and contact history information on each member interaction and actions taken on accounts
Track and update action items in database(s)
Serve as mentor/trainer and provide guidance and assistance to team members
Continually evaluate the effectiveness of current processes, make recommendations for efficiency improvement
Review, prepare and submit production reports for tracking purposes
Interact with mortgage staff, government agencies, and vendors to resolve discrepancies
Assist in member follow up, documenting mortgage status, and compiling outstanding documentation
Review daily production reports and take action(s) as needed
Understand and comply with federal and other regulations relating to financial products and services
File, fax and copy documents
Perform other duties as assigned

Qualifications

Basic skill performing mathematical calculations and working accurately with numbers
Basic skill analyzing and organizing problems or work processes
Basic skill interacting with staff, management, vendors, members diplomatically & tactfully
Word processing and spreadsheet software skills
Verbal and written communication skills
Basic skill exercising initiative and using good judgment to make sound decisions
Basic skill navigating multiple screens and PC applications and adapting to new technologies
Desired - High school graduate with some level of advanced education
#LI-KV1 #INDNFCU #RapidHire

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