Temporary Lending Administrative Assistant
HERITAGE FINANCIAL CREDIT UNIONAbout the role
Description
Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter!Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
· Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
· Excellence: We strive to provide our members with the best possible service.
· Teamwork: We believe that we can achieve more together than we can alone.
· Respect: We treat each other with dignity and respect.
· Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
POSITION DESCRIPTION
Position Title: Temporary Lending Administrative Assistant
Department: Lending
Classification: Non-Exempt
Salary Range: $20-$25 an hour depending on experience
REPORTING RELATIONSHIPS
Position reports to: Loan Servicing and Real Estate Lending Manager
Positions Supervised: None
POSITION PURPOSE
This temporary on-site position is responsible for completing administrative support to ensure efficient operation of the Loan Servicing and Real Estate Lending Departments. The Lending Assistant is responsible for confidential and time sensitive material. Familiar with a variety of the field's concepts, practices, and procedures. This role will be temporary and last approximately 90 days
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
1. Provide administrative support to Loan Servicing and Real Estate Departments.
2. Prepare and send mortgage recordings to title companies.
3. Contact third parties to request required documents such as AVMs (Automated Valuation Model), LERETA Tax Service Contracts, and Insurance policies.
4. Carry out administrative duties such as filing, typing, copying, binding, scanning, etc.
5. Assist in the preparation of regularly scheduled reports.
6. Electronic recording and satisfaction of mortgages.
7. Maintain inventory and ordering of office supplies on a monthly basis.
8. Daily mail collection and disbursement to appropriate parties.
9. Perform responsibilities of position in accordance with federal and state regulations as well as credit union policies and procedures.
10. Recommend changes to improve workflow, efficiencies and quality.
11. Meet Core Comp Requirements.
12. Performs additional duties as assigned.
Requirements
Education/Certification:
Some college preferred or a comparable combination of education and experience. .
Required Knowledge: . This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
Skills/Abilities:
- Strong attention to detail.
- Ability to prioritize a steady stream of incoming tasks.
- Must project a professional appearance and positive attitude at all times.
- Must be team oriented.
- Excellent communication skills.
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