Mortgage Development Support

Truity Credit Union • Bartlesville, OK

3d • Onsite

About The Position

This position enters data, reviews, and verifies documents for mortgage loan files. In this function, you will work directly with members, mortgage originators, mortgage processors and mortgage underwriters.

Requirements

• Knowledge of Mortgage Lending function
• Knowledge of Modern office equipment
• Knowledge of Credit Union products and services
• Knowledge of Credit Union operations, procedures, and systems
• Knowledge of Technology and various software programs including Mortgage Loan Systems, Symitar, Microsoft Word, Excel, Visa
• Ability to educate effectively on processes
• Ability to overcome objections
• Ability to read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
• Ability to organize and prioritize in order to meet deadlines
• Ability to solve practical problems and deal with variables in situations
• Strong verbal and written communication
• Strong attention to detail and analytical skills
• Interpersonal and human relations
• Typing and personal computer skills
• Regular attendance and timeliness are essential functions of this position.
• While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity.
• The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds.
• A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.
• Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies.
• This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

Nice To Haves

• Experience with various types of mortgage loans, escrow and ARM requirements desirable

Responsibilities

• Greet and Communicate with walk-in mortgage members.
• Receive loan applications, greet members, answer telephone & IM’s, make appointments, and answer member inquiries regarding mortgage loans.
• Support the team in following up on leads and ensuring necessary communication is completed timely and efficiently.
• Support the team in data entry, calculations, document collection and verification.
• Prepare TRID disclosures
• Order Necessary documents to ensure timely processing of a loan file. To include, but not limited to appraisals, title work, surveys and any other necessary documents or orders needed.
• Run vendor compliance against loan configuration
• Review and submit all active appraisals and appraisal invoices
• Assist with Monitoring all active escrow files including issuing payment, ordering inspections and all duties surrounding these loans.
• Assist with tracking all open construction files and their progress, while completing necessary draws, draw inspections, survey orders and final appraisal.
• Stay abreast of required regulations, compliance and investor guidelines
• Detailed knowledge of Regulation B, Z and X (TRID).
• Perform other duties and responsibilities as assigned.

Benefits

• Equal Opportunity Employer/Veterans/Disabled
• Truity is an Equal Opportunity Employer.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
• If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or [email protected] for assistance.
• You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.

What This Job Offers

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