Mortgage Lending Specialist - Temporary
About The Position
The Mortgage Lending Specialist assists members and potential members, primarily over the phone, with their mortgage needs. The role explains mortgage products and services, identifies opportunities to cross-sell products and services beneficial to members, and directs members to appropriate staff when needed. Successful candidates share Envista's Core Values of Integrity, Empower, Unity, Impact, and Exceed. The specialist supports second mortgage applications from application through underwriting, document preparation, closing, and funding. The role also assists with mortgage applications, documentation collection, loan document creation, and coordination of loan closings, while helping ensure transactions are completed accurately and in a timely manner.
Requirements
- One to three years of similar or related experience (preferred).
- High school education or equivalent (preferred).
Nice To Haves
- One to three years of similar or related experience.
- High school education or equivalent.
Responsibilities
- Assist borrowers with second mortgage applications.
- Submit second mortgage loan applications to underwriters for decisioning.
- Generate and assemble documents for delivery to the title company, lending officer, and/or member.
- Create and send initial disclosures to borrowers.
- Verify the accuracy of title commitments, insurance forms, and other required loan documents.
- Prepare files for closing.
- Create closing documents, schedule and close loans with borrowers.
- Prepare files for funding.
- Assist members with mortgage loan applications.
- Provide information for Advisors to complete application analysis in a timely fashion and follow up to ensure transaction requirements are correctly and satisfactorily completed.
- Assist members and potential members, primarily over the phone, with mortgage needs; identify and cross-sell beneficial products and services; answer questions about mortgage products and services; and refer department questions to the appropriate team member.
- Assist with documentation collection, order and create loan documents, and coordinate loan closings.
- Perform other duties as assigned.
Benefits
- Competitive compensation
- Performance incentives
- Community involvement
- Career advancement
- Educational opportunities
- Health and wellness benefit
- Paid time off
- Health and dental insurance
- Life and disability insurance
- Vision insurance
- 401(k) plan with company match
- Pet insurance
- Employee assistance program
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What This Job Offers
Education Level
High school or GED
