Real Estate Junior Specialist
About The Position
As our Real Estate Junior Specialist, you will be responsible for managing various aspects of the real estate loan application process. This includes packaging and dispatching applications, performing precise data entry, preparing loan files for underwriting, and ordering third-party reports. You will also validate property information, coordinate title work and appraisals, book new loans, and process disbursements. Additionally, you will handle mortgage payoff statements, support loan closings, provide cross-functional backup, and serve as a primary point of contact for member inquiries, ensuring high standards of service quality and member satisfaction.
Requirements
- High School Diploma or equivalent.
- Proficiency in Microsoft Office Suite and a proven ability to learn new financial software and core systems quickly.
- Exceptional accuracy in data entry and document review.
- Ability to manage multiple priorities and shifting deadlines in a fast-paced environment.
- Strong interpersonal skills with a team-oriented mindset and the ability to work independently with minimal supervision.
Nice To Haves
- Basic understanding of financial services or real estate lending (comprehensive training will be provided).
- Familiarity with basic lending regulations governing financial institutions.
- Bilingual fluency in Spanish is a significant plus.
Responsibilities
- Package and dispatch real estate loan applications to members; verify that all required documentation and upfront fees are collected.
- Perform precise data entry within lending systems to ensure all loan fields are current and accurate.
- Prepare and organize mortgage loan files for submission to contract underwriting.
- Order and track essential third-party reports, including IRS transcripts, credit reports, flood certificates, and Verifications of Employment (VOE) or Mortgage (VOM).
- Validate subject property addresses via USPS and coordinate the ordering of Title work and Appraisals.
- Book new Home Equity loans into the core system; process and mail loan disbursement checks and HELOC check orders.
- Order, process, and prepare internal and external mortgage payoff statements.
- Support the team in arranging loan closings and providing cross-functional backup for various real estate and loan servicing roles.
- Serve as a primary point of contact for member inquiries via phone and email, providing professional updates on loan products and application status.
- Partner closely with the Member Service team to uphold the Credit Union's high standards for service quality and member satisfaction.
Benefits
- 401k Match is as high as 7.98%
- Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
- Accrue 12 days of vacation per year
- 5 days of personal leave per year
- 3 paid holidays per year
- Relaxed, business casual dress code and company logo wear
- Team of trainers to get you ready to be fabulous on the job!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
