Administrative Assistant I

Global Credit Union • Tacoma, WA

2d • Onsite

About The Position

Provide administrative support to production branch personnel. Duties include accepting telephone calls, coordinating appointments, responding to inquiries, and providing updated loan status to real estate agents and borrowers. Photocopying documentation, receiving and sorting faxes, and maintaining communication with the client base and real estate agents are also key responsibilities. The role involves performing tasks related to marketing and advertising, maintaining knowledge of various computer programs such as Symitar, Mortstart, Microsoft Office Suite (Word, Excel, Access), and Microsoft Publisher. Additionally, the position requires arranging for document pick-up and delivery, acting as a receptionist, assisting visitors, coordinating appointments, and transmitting messages. Maintaining logs and records, ordering and managing supplies, and functioning as an IT Liaison are also part of the duties. The role supports VP Mortgage Operations with operations staff in the production branch and performs other assigned duties.

Requirements

• High School graduate or equivalent.
• Proficiency at typing and a knowledge of office machines.
• Two years general office experience which includes direct customer contact.
• Personal computer skills required and the ability to quickly learn the mortgage origination related programs.
• Must be self-motivated, resourceful, and possess good organizational and communication skills, and demonstrate the ability to get along well with the public.
• Must have the ability to accomplish assigned tasks with minimum or no supervision within an established time frame.

Nice To Haves

• Math aptitude or one year experience mortgage loan related field preferred.

Responsibilities

• Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers.
• Photocopy documentation supplied by the borrower; income tax returns, paycheck stubs, bank statements, etc.
• Receive, sort and distribute incoming faxes.
• Provide support to branch by maintaining ongoing communication with client base and real estate agents.
• Perform tasks directly or indirectly related to marketing and advertising.
• Maintain a basic knowledge of computer programs; i.e., Symitar, Mortstart, Microsoft Office, Desktop Underwriter, particularly Word, Excel, and Access, Microsoft Publisher, and new software as it becomes available or needed.
• Arrange for the pick up and delivery of documents, brochures, loan packages, and other miscellaneous items as needed.
• Act as receptionist for the company; respond to routine inquiries.
• Assist visitors or direct them to appropriate individuals.
• Coordinate appointments as required.
• Receive and transmit messages from callers to the responsible party and from employees to clients.
• Maintain a variety of control and documentation logs and records as necessary; distribute data to other users as required.
• Responsible for ordering, receiving and the inventory of supplies, materials and forms.
• Catalog forms, documents and supplies for the purpose of inventory control.
• Coordinate all systems and hardware related issues, functioning as IT Liaison.
• Assist VP Mortgage Operations with operations staffs which are located within production branch.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED