Administrative Assistant - Mortgages

Heritage Family Credit Union • Rutland, VT

6d • Onsite

About The Position

The Administrative Assistant – Mortgages provides vital administrative support to the mortgage department, ensuring exceptional customer service through efficient handling of member inquiries, accurate document processing, and timely completion of all administrative tasks. This role plays a key part in delivering a positive member experience and supporting the credit union in achieving its mortgage lending objectives.

Requirements

• High school diploma or equivalent required.
• Minimum 2 years in mortgage lending, financial services, or administrative services preferred.
• Strong communication, organization, and problem-solving skills.
• Proficiency in Microsoft products.
• Excellent phone skills/etiquette and the ability to communicate clearly and effectively over the phone and in person.
• Detail-oriented, customer-focused, and able to work independently as well as part of a team.

Nice To Haves

• Someone with strong communication, organizational, and problem-solving skills who thrives in a fast-paced, member-focused environment.
• A detail-oriented administrative professional with experience in mortgage lending, financial services, or office administration.
• A friendly, dependable team player who is comfortable managing multiple tasks, providing excellent customer service, and maintaining accuracy.

Responsibilities

• Serve as the first point of contact for the mortgage department by promptly greeting visitors via all forms of contact, identifying their needs, coordinating appointments, facilitating document exchange, and maintaining accurate records of interactions.
• Assist members with general mortgage inquiries—such as products, application status, escrow and payment details, and hardship options—providing clear and timely information by phone, email, or in person.
• Process incoming and outgoing mail, interoffice correspondence, and deliveries for the department.
• Make copies of borrower documents, promptly return the originals, and ensure scanned copies are accurately routed to the appropriate contact.
• Assign applications and referrals to the appropriate loan originator and processor, ensuring a warm handoff to the team.
• Maintain inventory of supplies for the department, ordering and tracking replacements as needed.
• Process weekly address change and deceased member reports.
• Must maintain predictable and reliable attendance.
• All other duties as assigned.

Benefits

• Paid time off in addition to paid federal holidays
• Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
• 401k match
• Ongoing training opportunities
• 8 hours of volunteer time with an organization important to you
• Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)

What This Job Offers

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