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First Tech Federal Credit Union · 2 months ago

Wholesale Partner Support Specialist II

Hillsboro, Oregon

Full-time

Onsite

Mid Level

$25/hr - $29.50/hr

3+ years exp

First Tech Federal Credit Union is seeking a Wholesale Partner Support Specialist II to provide advanced support to Account Managers by ensuring the accurate submission of loan files. The role involves acting as a client contact during the loan process, explaining loan programs, and maintaining compliance with regulations.

BankingFinance

No H1B

Responsibilities

Act as a contact for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, providing ongoing client updates

Work directly with clients to explain loan programs and negotiate mortgage loan terms

Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker

Maintain up-to-date product and procedure knowledge and consult with clients to ensure real estate products meet individual client needs

Build and maintain relationships with internal business partners (i.e. assigned branch staff, underwriters, etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients

Maintain compliance within federal, state and credit union rules and regulations

Assist clients with any systems issues, underwriting questions and pricing questions

Monitor volume pipeline to ensure monthly goals are achieved

Qualification

Mortgage loan administrationWholesale experienceTRID knowledgeMicrosoft Office SuiteLoan operations softwareNMLS certificationClient communicationTime managementRelationship building

Required

Minimum three years' experience in mortgage loan administration; inclusive of some Wholesale experience

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

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

Basic knowledge of TRID

Strong knowledge of Microsoft Office Suite and knowledge of loan operations software (i.e. Encompass & TPO Connect)

Certification/License: Ability to be NMLS certified

Benefits

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)