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4 days ago
The Loan Delivery Specialist II is a key member of the Secondary Marketing team at Elevations Credit Union, responsible for delivering mortgage loans to investors. This role requires strong analytical and communication skills, as well as the ability to work in a fast-paced environment.
Key Responsibilities- Act as primary point of contact for all loan delivery issues
- Prepare documents and files for delivery to custodian
- Update loan origination system with loan sale data
- Compile upload data files for transmission to mortgage investors
- Assist in month-end close by reconciling mortgage accounts and preparing reports for loans sold
- Reconcile and manage extended lock deposit general ledger account
- 1 year of financial, business operations, or similar experience
- Strong Excel capabilities, including the ability to analyze large sets of data
- Ability to react quickly in a fast-paced environment
- Proven ability to learn quickly and retain knowledge
- Ability to interact with others in a positive manner, either in person or by phone
- Detailed oriented with ability to multitask
- Bachelors degree, preferably in Finance, Accounting, or Economics
- Mortgage experience
- Basic understanding of the secondary markets for mortgages and mortgage interest rates
Elevations Credit Union is committed to providing a safe and inclusive work environment. This role operates in an office setting and requires the ability to sit frequently, walk occasionally, and use hands frequently.
Classification and LocationThis is a regular, full-time position located at Elevations Credit Union's Broomfield, CO office.
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