Processing Management Representative III

Advancial Federal Credit Union • Dallas, TX

1d • Onsite

About The Position

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

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.

Benefits

• Healthcare
• Life insurance
• 401K benefits
• 11 company holidays
• 3 weeks of vacation
• Vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones
• 80% tuition reimbursement after one year
• Advancial Life Rewards program reimburses up to $1,000 each year for unexpected expenses
• Affordable pet insurance (company contributes)

What This Job Offers

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