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First Tech Federal Credit Union · 1 month ago

Senior Partner Support Specialist - Third Party Originations

Hillsboro, Oregon

Full-time

Onsite

Senior Level

$31.25/hr - $34.62/hr

5+ years exp

First Tech Federal Credit Union is seeking a Senior Mortgage TPO Partner Support Specialist to support Account Managers in ensuring comprehensive and accurate submission of loan files to Mortgage Operations. The role involves acting as a subject matter expert for clients, negotiating loan terms, and maintaining compliance with regulations while building relationships with internal partners and clients.

BankingFinance

No H1B

Responsibilities

Act as a contact and subject matter expert 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 expert 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

Actively prospect for new broker clients through existing relationships, industry partners, social media and industry networking events

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

Monitor volume pipeline to ensure monthly goals are achieved

Qualification

Mortgage loan administrationTPO experienceTRID knowledgeMicrosoft Office SuiteLoan operations softwareClient relationship managementAnalytical skillsNMLS certificationCommunication skillsTime management

Required

Minimum five years' experience in mortgage loan administration; including a minimum of two years' TPO experience

Ability to work autonomously in a fast-paced environment to manage time effectively and prioritize work appropriately to meet deadlines and SLAs

Exceptional 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

Strong knowledge of TRID

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

Minimum Education: High School diploma

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)