Processing Management Representative III

Advancial Federal Credit Union•Dallas, TX

2d•$18 - $22•Onsite

About The Position

Advancial, a credit union founded in 1937 and recognized for its workplace awards, is seeking a Processing Management Representative III. The company mission is to create lasting value for its members through superior service, quality products, and innovative solutions. Advancial fosters a culture of passion, collaboration, positivity, and creativity, where work is fulfilling. This role is crucial for supporting processing management functions and ensuring smooth operational workflows.

Requirements

High school diploma or general education degree (GED); and three years related mortgage document experience and/or training; or equivalent combination of education and experience.
Working knowledge of computer hardware and software required including Microsoft Office Suite and Adobe
Critical thinking
Time management

Responsibilities

Serve as Subject Matter Expert (SME) for Processing Management functions, providing operational support and cross-functional backup as needed.
Manage post-closing mortgage processes, including onboarding loans for servicing, preparing investor sale documentation, and maintaining document retention and off-site records tracking.
Process member and loan servicing transactions, including payoffs, refunds, insurance disbursements, lien releases, deposits, payments, and daily balancing/reconciliation activities.
Handle incoming mail operations, courier preparation, document scanning, insurance mailings, and welcome package distribution for new mortgage members.
Coordinate legal and compliance-related requests by processing subpoenas, court orders, and documentation requests within required timelines.
Respond to internal and external member service requests through phone, email, and ticketing systems, including payoff quotes, statements, verification requests, and paid-in-full letters.
Maintain positive relationships with members, branches, departments, and external partners while supporting organizational culture and proficiency with required systems and software.