Jobs and Careers
FI
Senior Assistant, Wholesale Mortgage
First Tech Federal Credit UnionUnited Statesfull_timeVerifiedPosted 22 Jul 2024
💰 $62,000/yr
About the role
The Senior Assistant, Mortgage Sales assists the Loan Officers in ensuring the comprehensive and accurate submission of loan files and related documentation to Operations, optimizing file flow. This position also mentors other Assistants on a day-to-day basis.Here's what you can expect from the job and what you need to be successful:Job Duties
- Review and validate loan applications to ensure accuracy and completeness
- Validate income and asset documentation and purchase agreements against loan application checklist
- Handle more complex income analysis
- Review and validate title and appraisal reports
- Assist with borrower and realtor calls and follow ups
- Partner with Mortgage Operations to assure timely responses and communications to and from the member/agents/loan officer
- Partner with Loan Officers in marketing initiatives as required
- Provide input on improvements to department processes and procedures
- Participate in training and onboarding and ongoing mentoring of Assistants
- Minimum 3 years’ experience in mortgage loan administration
- 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
- Ability to foster strong relationships with internal and external stakeholders
- 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
- Working knowledge of TRID is preferred
- Strong working knowledge of Microsoft Office Suite and knowledge of loan operations software (Encompass is preferred)
- Minimum Education: High School Diploma
- Certification/License: Ability to be NMLS certified
- 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)
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s