Mortgage Operations Support Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

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.

CreditCredit BureauDebit CardsFinancial Services

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

Customer serviceMortgage processingAdministrative supportDocument managementCommunication skills

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

twittertwittertwitter
company-logo
Educational Federal Credit Union offers checking accounts, loans, insurance options, financial planning, digital wallet, and pupil services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Joe Suarez, MBA, CPA
SVP Finance/CFO
linkedin
leader-logo
Karla Gabuardi
Sr. Talent Development Manager, NCCO, NCBSO
linkedin
Company data provided by crunchbase