Get It Recruit - Real Estate · 2 days ago

Senior Commercial Loan Production Assistant

Tacoma, WA

Full-time

Remote

Senior Level

$29.78/hr - $44.67/hr

5+ years exp

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Responsibilities

Coordinate preliminary title reports, flood determinations, real estate tax tracking, and UCC general searches, promptly reporting any issues to the Credit Analyst and Commercial Lender.

Manage appraisal bids through a third-party appraisal management company.

Collaborate with the Portfolio Management Team to ensure timely annual reviews and documentation for sold loans.

Conduct quality reviews of monthly loan production reports.

Collaborate with Commercial Loan Officers to gather and review necessary documentation for accurate and timely loan submissions.

Conduct annual reviews of environmental tracking data for real estate collateral, addressing critical issues in coordination with the lender and supervisor.

Assist in training commercial loan processors and ensure accuracy in loan document creation using the Laser Pro program.

Keep supervisors informed of member concerns, work progress, and offer guidance to other Commercial Loan Production Assistants or Processors.

Participate in creating and reviewing written procedures for accuracy and detail.

Qualification

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Microsoft OfficeReal Estate TerminologyClerical/Data EntryPC ProficiencyLaser Pro Documentation SystemBank Secrecy Act (BSA)Credit Union OperationsProblem-SolvingHard WorkingAttention to DetailLeadershipProfessional ConductCustomer ServiceIntegrityCredit ApprovalsTitle ReportsOrganizational DocumentsComplianceLending PoliciesRegulatory RequirementsCore Operating SystemFiserv DNA

Required

Ability to prioritize tasks, accept instructions, and manage multiple requests under tight deadlines with minimal supervision.

Proficiency in Microsoft Office applications (Outlook, Excel, Word) and a proactive approach to learning and improving job performance.

Strong attention to detail and accuracy, with a solid understanding of general real estate terminology preferred.

Minimum five years of clerical/data entry experience, PC proficiency, and at least four years working with the Laser Pro documentation system or similar.

Commitment to professional conduct, exceptional member service, and maintaining a positive professional appearance and demeanor.

Leadership qualities such as mutual respect, trust, and integrity, acting in the best interest of the Credit Union at all times.

Willingness to attend credit union training sessions, conferences, or seminars as approved by supervisor, and perform Bank Secrecy Act (BSA) functions as applicable.

Preferred

Understanding of credit approvals, title reports, and organizational documents, ensuring compliance with lending policies, procedures, and regulatory requirements.

Proficiently navigate the core operating system (Fiserv DNA).