Summary
Responsible for supporting processing staff by performing a variety of duties, including validating, and requesting loan documentation in order to ensure timely closing and accuracy in each loan transaction. Work closely with a group of Loan Processors to get loans through swiftly by assisting with third party vendor requests, verifying disclosure compliance, and performing other duties as assigned.
Essential Duties And Responsibilities
- Review mortgage applications and all supporting documentation to ensure information is complete, all signatures are obtained and collect missing information needed from members for the application.
- Set up loan files with initial documents before giving the file to a loan processor for further evaluation
- Perform third party vendor requests, including but not limited to, requesting IRS transcripts, credit supplements, written verifications of employment, flood certifications, title work requests, and ordering property appraisals
- Generate and send out disclosures (Loan Estimates)
- Respond to Loan Processor, Loan Officers, Member requests and assist with Processing tasks
EDUCATION, EXPERIENCE And QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
- High school diploma or its equivalent is required.
- Exceptional customer service skills are required.
- Basic computer skills using Windows-based software, as well as basic Internet skills, are required.
Why Altura?
WORK-LIFE BALANCE
- Vacation (10+ or Minimum Days)
- Sick (8 Days)
- Holidays (11 Days & 1/2 Day Christmas Eve)
- Birthday & Anniversary Day Off
- Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
- Community Volunteer Events
- Social Events & Outings
- Event & Venue Discounts
WEALTH INCENTIVES
- Competitive Pay
- Stakeholders
- 401k Dollar-for-Dollar Match up to 6% (after one year of service)
- Business Attire Allowance
- Annual Performance Review & Increase
- Wellness Incentive
- Tuition Reimbursement
- Awards, Recognitions & Incentives
- Free Checking & Savings Accounts
- Discounted Employee Loan Rates
HEALTH AND WELLNESS
- Kaiser and Cigna Medical & Prescription Plans
- Dental & Vision
- Fitness Challenges & Gym Access
- Onsite Wellness Programs
- Medical & Dependent Flex Spending Account
- Life & A&D Insurance
- Employee Assistance Program
- Pet Insurance