Partner Support Specialist II - Third Party Originations

First Technology Federal Credit Union • Hillsboro, OR

2d • $25 - $30 • Onsite

About The Position

The Partner Support Specialist II - Third Party Originations provides advanced support to Account Managers by ensuring the accurate and complete submission of loan files and related documentation to Mortgage Operations, helping to optimize efficiency and file flow throughout the loan process. Here's what you can expect from the job and what you need to be successful:

Requirements

• Minimum three years’ experience in mortgage loan administration; inclusive of some Wholesale experience
• Ability to work autonomously in a fast-paced environment to manage time effectively and prioritize work appropriately to meet deadlines and SLAs
• Ability to communicate clearly (verbal and written) with all levels within organization
• Proven skills and commitment in meeting or exceeding client expectations and requirements
• Ability to apply logic to situations and make common-sense analysis of a credit package
• Basic knowledge of TRID
• Strong knowledge of Microsoft Office Suite and knowledge of loan operations software (i.e. Encompass & TPO Connect)
• Ability to be NMLS certified

Responsibilities

• Act as a contact for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, providing ongoing client updates
• Work directly with clients to explain loan programs and negotiate mortgage loan terms
• Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker
• Maintain up-to-date product and procedure knowledge and consult with clients to ensure real estate products meet individual client needs
• Build and maintain relationships with internal business partners (i.e. assigned branch staff, underwriters, etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients
• Maintain compliance within federal, state and credit union rules and regulations
• Assist clients with any systems issues, underwriting questions and pricing questions
• Monitor volume pipeline to ensure monthly goals are achieved

Benefits

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees