Mortgage Inside Sales Loan Production Assistant 1 - Albuquerque, United States - Sandia Laboratory Federal Credit Union

Description

Job Type Full-timeDescriptionAssists the Mortgage Center by assigning loans, scheduling appointments and strengthening existing member relationships through product/service referrals and problem identification and resolution.

Job DescriptionProvide a superior member experience by actively listening to and assessing the needs of the member and referring members to the appropriate person or department.

Coordinate appointments and walk-ins between members and officers.
Pull loans from system, create loan files, and assign loans to Mortgage Loan Officers.
Track loans for the Mortgage Center.

Create and maintain a report matrix of pre-approval applications, seminar attendees, Home Advantage registrations, purchase agreements, and expiration of offers.

Send electronic consent disclosures to members.
Archive withdrawn/cancelled files in loan origination system.
Fulfill department supply orders.
Manage the monthly storage of application lists, ensuring records are retained according to retention guidelines.
Make copies for members as needed.
Contact members with information for received applications.
Coordinate and track files between the Mortgage Center and Loan Services. Handle internal mail.


RequirementsExperience and Knowledge:
Minimum one year' customer service experience. Prior financial institution experience preferred.

Possesses basic understanding of laws and regulations governing lending and financial institutions, as well as knowledge of SLFCU lending guidelines.

Strong knowledge of Microsoft Office applications (specifically MS Excel and Word); demonstrates ability to learn and effectively utilize in house programs and third-party mortgage lending software.

Thorough knowledge of Credit Union products and services, features, and benefits.


Education:
High school diploma or GED equivalent. Salary Description $ $20.20 / Hour (DOE)