Mortgage Services Specialist

2 weeks ago


Alexandria, Virginia, United States Signature Federal Credit Union Full time

The role of the Mortgage Services Specialist is to support members in their home financing needs, including primary mortgages and home equity loans. This position involves assessing loan applications and providing credit recommendations in accordance with the Credit Union's lending guidelines, as well as federal and state regulations. The Mortgage Services Specialist serves as the initial contact for inquiries related to both Mortgages and Home Equity.

Key Responsibilities

  • Responds to calls and correspondence in the Mortgage Department queue, assisting members with inquiries regarding both first mortgages and Home Equity loans. Additionally, the Mortgage Services Specialist will provide updates to applicants about their loan status.
  • Clarifies loan options to members, assesses their requirements, and suggests suitable alternatives by promoting and cross-selling the Credit Union's offerings.
  • Collaborates with other departments as needed to ensure successful outcomes and mitigate potential risks.

Required Qualifications

  • Completion of high school education or possession of a GED.
  • Experience ranging from one month to one year in a similar or related field.
  • Possession of a NMLS license or the capability to qualify for one.
  • Familiarity with the secondary mortgage market and experience in residential real estate lending for both first and second mortgages is advantageous, though not mandatory.


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