- Provide 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- Archive withdrawn/cancelled files in loan origination system.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.
- 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.
- High school diploma or GED equivalent.
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Mortgage Inside Sales Loan Production Assistant 1 - Albuquerque, United States - Sandia Laboratory Federal Credit Union
Description
Job Type
Full-time
Description
Assists the Mortgage Center by assigning loans, scheduling appointments and strengthening existing member relationships through product/service referrals and problem identification and resolution.
Job Description
Experience and Knowledge:
$ $20.20 / Hour (DOE)
