Educational Federal Credit Union · 1 month ago
Mortgage Operations Support Specialist
Educational Federal Credit Union is a financial institution focused on providing support to its members. The Mortgage Operations Support Specialist provides administrative support to the mortgage department, assisting members with inquiries and maintaining customer files.
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Responsibilities
Answer and route incoming calls, emails, and messages related to mortgage loans services
Assist members with residential and equity inquiries related to servicing issues
Assist members with basic home loan inquiries, providing general information about mortgage products, application processes, and required documentation
Process payoffs of equity loans
Assist with department walk-ins, scheduling appointments, answering calls, mailing and scanning of documents
Assist Branch personnel with equity applications as needed
Respond to member inquiries regarding process for obtaining Credit Union endorsement on loss draft checks
Prepare Satisfaction of Mortgage(s) on paid off equity loans and lines
Escrow Review of 1st lien equity loans and lines for payment of taxes done on quarterly basis
Issue payoff statements on equity loans and lines as requested
Process CPI (force placed insurance)
Review monthly MIS invoice report and issue payment
Process Symitar account number changes
Monthly equity reports
Equity loan and line payment change agreements
Handle disbursement of loss draft insurance proceeds
Forward required payoff documentation to Cenlar on residential loans
Follow up on recorded mortgage on equity loans and lines and reviews for potential intervening liens
Follow up regarding receipt of final title policy for residential loans, place in permanent file
Follow up regarding receipt of recorded mortgage for residential loans, place in permanent file
Performs other duties as assigned by management
Qualification
Required
Provides administrative support to the mortgage department
Adept at maintaining customer files
Has great customer service abilities
Maintains the professional image of the Credit Union to callers and visitors
Answer and route incoming calls, emails, and messages related to mortgage loans services
Assist members with residential and equity inquiries related to servicing issues
Assist members with basic home loan inquiries, providing general information about mortgage products, application processes, and required documentation
Process payoffs of equity loans
Assist with department walk-ins, scheduling appointments, answering calls, mailing and scanning of documents
Assist Branch personnel with equity applications as needed
Respond to member inquiries regarding process for obtaining Credit Union endorsement on loss draft checks
Prepare Satisfaction of Mortgage(s) on paid off equity loans and lines
Escrow Review of 1st lien equity loans and lines for payment of taxes done on quarterly basis
Issue payoff statements on equity loans and lines as requested
Process CPI (force placed insurance)
Review monthly MIS invoice report and issue payment
Process Symitar account number changes
Monthly equity reports
Equity loan and line payment change agreements
Handle disbursement of loss draft insurance proceeds
Forward required payoff documentation to Cenlar on residential loans
Follow up on recorded mortgage on equity loans and lines and reviews for potential intervening liens
Follow up regarding receipt of final title policy for residential loans, place in permanent file
Follow up regarding receipt of recorded mortgage for residential loans, place in permanent file
Performs other duties as assigned by management
Company
Educational Federal Credit Union
Educational Federal Credit Union offers checking accounts, loans, insurance options, financial planning, digital wallet, and pupil services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2026-01-06
2025-10-14
2025-08-09
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